The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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Nidec--Q1 Preview & Key Takeaways from Interview
We had a long interview with Nidec last month and came away with the impression that Q1 consensus might be a bit high, but full-year consensus...
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Expecting Higher Revenue Growth of AACI Products in Longer Term; Raising Nidec FVE to JPY 13,300
We are raising our fair value estimate for Nidec to JPY 13,300 from JPY 12,500 for two major reasons: 1) to account for a higher midterm earnings...
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Renesas Electronics Placement: Additional Thoughts on Valuation, Flotation, and Ownership
Renesas Electronics Corp (6723 JP) has set a price range of 750-900 Yen for its $3bn placement. Since the deal was first announced there have been...
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