The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFA briefed us about recent developments. Mio says in his...
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Toray (3402) A Good Business but Not Overly Cheap
This is not a bad business. There are some very good parts (carbon fibre and textiles for uniqlo for example) to this company and it is probably...
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Toray--Not a Buy Despite Low Valuations
Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...
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Last Week, in Event SPACE (8 July 2017)
In this weekly insight, Mangalores emerge in the Idemitsu Kosan Co Ltd (5019 JP) 's family/management confrontation, KKR's offer for Pepper Group...
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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,...
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