BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
179 Views
Despite Improved Balance Sheet, Toshiba Will Not Change Its Plan to Sell NAND Flash Memory Business
The key takeaways from Toshiba Corp (6502 JP)'s December quarter earnings briefing were as follows: 1) The NAND flash memory business is regarded...
130 Views
Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
280 Views
Toshiba: Likely Delay in Deal Approval and Poor Non-Memory Earnings Make IPO More Likely
Prior to Toshiba's release of its 3Q earnings at 1pm today, there were two pieces of news: The company was likely to miss its March deadline for...
206 Views