Yahoo Japan Shocks on Guidance for FY17/18 After In-Line 4Q 16/17 Results
Yahoo Japan (4689 JP) reported 4Q16/17 results that were in-line with NSR and consensus expectations. All good so far, but Yahoo then set an...
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Yahoo Japan - Knee Jerk Reaction to Results Looks All Wrong
One of the switcheroos of 21st Century investing is that it is US investors that are now willing to back companies, which forgo short-term...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
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Yahoo Japan - Delivery Service Primer
Yahoo Japan Corp (4689 JP) is one of our focus stocks for 2017 - as well as being attractive in its own right, it is also a way to play the...
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Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
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