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...
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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...
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Sunic System IPO Preview - Viable Alternative to Canon Tokki for OLED Production System
One of Korea's local financial newspapers called "MoneyToday" put out a report about the "tentative" details of Sunic System's IPO that is...
250 Views
Canon (7751): The Nikkei Provides Punchy Numbers
The July 21st Nikkei suggested thatCanon (7751 JP) is on course to generate ¥330bil in FY17 (Dec) OP – well ahead of current estimates of ¥270bil –...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFA briefed us about recent developments. Mio says in his...
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