I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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More than Just a Holdco Transition Play? A Look Underneath the Hood.
This is Part I of a multi-part series on Hyundai Mobis Co Ltd (012330 KS). Both Sanghyun Park and Toh Zhen Zhou have written extensively on...
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