Samsung Electronics (005930 KS): A Generalist's Guide
Tech wreck. DeFANGed. FANG flush. TATS turmoil. All of these headlines have at one point been seen from many a financial news outlet. While most...
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Huawei Investment & Holding– In the Eye of the Storm (Part I)
Huawei Investment and Holding Co. Ltd. (“Huawei”), a parent of Huawei Technology (40978Z CH) , has been in the news on the Sino-US trade war from...
669 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
477 Views
🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
525 Views
Dowa: Zinc TCs and Drop-Out of One-Offs Should Support Strong Growth This FY as the Bottom Is In
Dowa Holdings (5714 JP) announced results after the close with results disappointing as current profit fell 2.8% below guidance which had already...
428 Views