KHI: We Expect Aircraft and Aero Engines to Drive Earnings up 100% by FY03/21
We are broadly positive on KHI's management strategy and consider the company to be one of, if not the best run out the Japanese "heavies". Our...
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Chiyoda's Ground-Breaking Technology with Hydrogen Leads to New Demo Project in the Energy Sector
The government of Japan, together with four major companies, plan to demonstrate the first major hydrogen supply-chain in the run-up to the 2020...
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Holiday Volume Good Indication for Next Year Performance.....
With the new year now in full swing, we looked back to see how names that move on volume over the Japanese holidays perform in the following year....
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The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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