Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
443 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
268 Views
Sharp--The Exhaustion of Good News & Onset of Reality
Sharp's stock price has risen 375% in the 10 months since last August when Taiwan's Hon Hai Group bought a 66% stake in Sharp. Based on consensus...
190 Views
Sony Has Got Its Mojo Back: Super Slomo, Acoustic Surfaces, and the World's Fastest Internet
Improving profitability across its segments and a general return of vim and vigor to its product lineup have helped drive Sony Corp (6758 JP) up...
232 Views
Nintendo - Japan Data Suggests Switch Production Problems Easing
Two separate pieces of market data out last week for the Nintendo (7974 JP) Switch appear to bookend what does appear to be a period of production...
169 Views