Kobe Steel: Expanded Problem Product List a Step Back, Governance Reforms a Step Forward
Kobe Steel released the external report on the group's misconduct after market close and held a press briefing lasting about two hours. The company...
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The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music
There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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JFE: We Would Fade the Trump Tariff
Steel stocks across Asia are down: Nippon Steel -4.2% JFE -3.3% Kobe Steel -3.3% Nisshin Steel -2.7% Posco -4.4% Hyundai Steel -3.0% China Steel...
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After 50% Rise From Bottom Can Kobe Steel Rise Another 50%?
Kobe Steel released 3Q numbers yesterday and as we had previously pointed out, results were strong with construction machinery in particular being...
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