Asian Stars Are Aligning With MUFG's Acquisition of an Indonesian Bank; Shares Undervalued
We see upside to our fair value estimate for Mitsubishi UFJ Financial Group (8306 JP), or MUFG, following a series of positive developments that...
160 Views
HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
265 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
337 Views
The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
221 Views
Last Week in Event SPACE - Toc, Interflex, Dialog, Uniper, Samsung Heavy
Last week, Toc Co Ltd (8841 JP) appears all stitched up after a bigly buy-back; arbitragers and/or a defect incident send Interflex Co Ltd (051370...
256 Views