Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
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Yaskawa Visit: Smartphones/Pricing Power Drive OPM Expansion, 2H Overshoot if IPhone 8 Delivers?
We visited Yaskawa Electric Corp (6506 JP) this morning to discuss its excellent first quarter results and gain further insight on the...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
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KPS IPO Summary - Another Microcap OLED Stock to Test the Market
We have another microcap IPO stock in Korea, which will try to ride on the current OLED super cycle that has been a prevailing theme in Korea's...
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