Smartkarma’s Week that Was in JP/KR: BGF, Japan Telcos, NCSoft, Nissan, and Nexon
After a holiday hiatus where markets were slow and somewhat quiet and the number of insights published and read dipped, we resume your regularly...
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Nissan: Overlooked Personnel Moves Suggest the Alliance Will Not Survive Long Term
While most news coverage is intensely focused on former Chairman Carlos Ghosn's first public statements, defence strategy and Japan's rather arcane...
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Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
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Last Week in Event SPACE: Takeda, Graincorp, Alps, Hopewell, Renesas, Toshiba, Red Hat, Renault
Last Week in Event SPACE ... Takeda Pharmaceutical (4502 JP) is a significantly interesting trade still, but there are path, borrow, settlement,...
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