Besterra (1433 JP) TOPIX Inclusion - Not Inexpensive
SMALLCAP TOPIX INCLUSION EVENTBesterra (1433 JP) is a company with a decidedly unsexy milieu - it gets 98% of revenues from dismantling old steel...
303 Views
Re-Initiating Coverage of NSSMC with No-Moat, Stable Trend Ratings, FVE of JPY 1,990
We are re-initiating coverage on Nippon Steel & Sumitomo Metal Corp, or NSSMC, with a no-moat and stable moat trend ratings, along with a fair...
138 Views
StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
194 Views
The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
340 Views
The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
273 Views