Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
Fujifilm - Unloved, but Not Unlovable
When we visited Fujifilm Holdings Corp (4901 JP), recently, our contact did not appear particularly pleased about an article the Nikkei ran on the...
192 Views
Names with Too Much "Other" On the Balance Sheet....
As I have mentioned before, a long time ago I worked at Panasonic in their IR department. One day when I was bored, I went to the Accounting...
595 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
243 Views
Ricoh: Warning! Out of Black Ink
Ricoh came to our attention as a result of the 'Pension problems: Sacrificing the staff for bigger bonuses' report. The pension deficit, negative...
280 Views