The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Gojek and Grab Merger Wishful Thinking?
The talk that Grab and Gojek are in the advanced stage of merger talks seems to be a reiteration of the earlier chatter and some wishful thinking...
472 Views
2021 High Conviction 🇯🇵 Sell M3 (2413 JP)
2021 HIGH CONVICTION COLLECTION - For Smartkarma's '2021 High Conviction Collection' we have chosen one of our seven RPS/RRS outliers to be our...
528 Views
Japan Telecom Sector: DoCoMo Move Is More than a Price Reduction
If the Abe era for telcos was defined by better corporate governance and improved returns to shareholders, with Prime Minister Suga the focus may...
229 Views
🇯🇵 JAPAN • Four Quadrants - Turnaround Buys
Turnaround Buys are quite rare but tend to offer reasonable upside for relatively low risk. Examples from 2020 include Lixil (5938 JP) and NEC...
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