The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
177 Views
Murata: Diversification into New Markets and M&A to Propel Long-Term Growth
Murata’s topline should rebound in the latest fiscal year, growing at approximately 20% YoY on the back of a recovering smartphone market and...
413 Views
Metrocirc Production Issues Open Buying Opportunity
Murata shares have been weak since the company downgraded its guidance at the end of October, missing out entirely on Japan's year end rally as the...
299 Views
10 Million Units IPhone X Order Cut into Holiday Season
Our market checks suggest that over the past few weeks, Apple Inc (AAPL US) trimmed their CQ1 2018 iPhone X orders by ~10mm units to some...
149 Views
Biggest Moves in Consensus and Best Performers After 1H Announcements in Japan....
With 1H Earnings Season basically done, we went back and screened for names with the largest changes in consensus estimates after results were...
334 Views