The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
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Toshiba: Capital Brightens Outlook Significantly, Opens Possibility of Repairing WDC Relationship
We agree with Travis Lundy regarding the shift in risks to the upside following Toshiba Corp (6502 JP)'s recent capital raise. His insight, Toshiba...
248 Views
Mecaro IPO Part 2 - Valuation Study
This Tuesday (Nov 21) we have another major IPO bookbuilding. Mecaro Co Ltd (241770 KS), one of SK Hynix Inc (000660 KS)'s prime suppliers, will...
270 Views
Confessions of an Independent Research Analyst
This is a follow-up to my report Independent Research in Asia 2.0. I borrowed the title from a memorable book called Confessions of an Economic...
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India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
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