Nexon Sale, Artificial Intelligence, Masa Son & Tencent
It's been more than a week since we heard Nexon sale cancellation news. A little strangely, nothing has been heard since then. Nexon and KJJ are...
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The Two Weeks That Were In 🇰🇷 🇯🇵 on Smartkarma to June 28.
We are covering about a week and a half of insights in this cut because it was slow, month end, a HK holiday Monday, and many people seem to be on...
489 Views
Samsung Electronics Share Class: Sankei Report, Valuation Challenge & Common At +1.7σ
SamE is at a 11.4x P/E multiple even on FY2020E consensus earnings. Historically, SamE's valuation ceiling has been 11.6x. Sankei's another Korean...
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Japan Starts Economic Sanctions on South Korea: A Trade War Starting Between Japan and South Korea?
The G20 meetings are over and Trump met with Kim Jong-Un at the DMZ border in Korea. Trump and Xi have also agreed to a temporary truce of the...
685 Views
Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
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