Chinese Outbound Tourists Up 15%, Strong Macau GGR Growth, Robust High End Discretionary Consumption
In November, the number of mainland Chinese passengers flying overseas reached 1.8 mm, which reflects a growth of 15% year-over-year (yoy). Macau...
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The Week That Was in NorthAsia@Smartkarma: Toyota Chairman's EV Warnings, Memory Cycle, and Pinkfong
JAPANTOYOTA - Noriaki Hirakata, CFA provided an interesting insight in his report, The Messages from the Chairman of Toyota. Uchiyamada-san, the...
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China Partly Lifts Ban on Group Tours to South Korea
In a much-anticipated move, the Chinese government officially announced that it will partly lift the ban on group tours to South Korea. The group...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
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Lotte Group Restructuring Part 12 - Shin Dong-Bin's Shopping Stake Block Deals
Well, Lotte's Shin Dong-bin made a move much sooner than I had personally expected. He sold ₩214.6bil worth of his Lotte Shopping Co (023530 KS)...
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