Fujifilm - Unloved, but Not Unlovable
When we visited Fujifilm Holdings Corp (4901 JP), recently, our contact did not appear particularly pleased about an article the Nikkei ran on the...
189 Views
YAS IPO Part 1 - IPO Prospectus Summary
YAS Co Ltd/Korea (255440 KS) was founded in 2002 by two university professors named Jeong Kwang-ho and Hwang Chang-ho. Both have a Ph.D. degree in...
521 Views
Sunic System IPO Part 1 - IPO Prospectus Summary
Sunic System Ltd. (SUNICSZ KS) officially submitted the IPO book yesterday. The indicative price band is ₩37,000 - ₩44,000, which is lower than the...
310 Views
Raising Canon's FVE to JPY 3,700, but Upside Is Limited, as Margin Expansion Is Unsustainable
We raise our fair value estimate for Canon to JPY 3,700 from JPY 3,200 after the robust June quarter result, which delivered a better operating...
143 Views
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
153 Views