Nissin Electric (6641 JP): JPY1,700 Tender Offer from Sumitomo Electric
The tender offer is attractive in comparison to peer multiples and historical price ranges. Excluding the offeror, there are no substantial...
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Global PMX - A Key Beneficiary in Taiwan of a Recovery in Cars Chips Shortage
Global PMX is an auto parts maker in Taiwan which could be a key beneficiary of a recovery in cars ships shortage in 2022.
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🇯🇵 JAPAN • Results & Revisions 19th May - SEI, Kotobuki Spirits, Autobacs Seven
STRAGGLERS - As we wind down this series of Insights, the 'gap' between our proxies for earnings and Total Market Cap is now the largest in fifteen...
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Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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