Smartkarma’s Week That Was in JP/KR: Softbank, Nissan, & A Star Is Born in 2018 Rewind to 1937
The year is winding down and there are only three weeks left in 2018. The sentiment on the global stock markets has been turning down rapidly in...
373 Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
899 Views
Biosimilar Battlefield Update: It's Getting Uglier
A confluence of negative news is causing sharp declines (or trading suspensions) in the share prices of Samsung Biologics Co., (207940...
701 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
339 Views
Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN) has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18% and Celltrion Inc (068270 KS) 30%. In each case, the market was...
384 Views