The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Japan Telecom Sector: DoCoMo Move Is More than a Price Reduction
If the Abe era for telcos was defined by better corporate governance and improved returns to shareholders, with Prime Minister Suga the focus may...
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🇯🇵 JAPAN • Four Quadrants - Turnaround Buys
Turnaround Buys are quite rare but tend to offer reasonable upside for relatively low risk. Examples from 2020 include Lixil (5938 JP) and NEC...
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🇯🇵 JAPAN • Results & Revisions 11/04 Softbank Corp., Ricoh, Fancl, Nichirei
• BEST & WORST • Yesterday's best and worst pairing is Softbank Corp (9434 JP) and Fancl (4921 JP)._______________________________
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Aequitas ECM Weekly (29 June 2026) - SK Hynix, Kioxia, Lingyi, SG Micro, Circuit Fab, Merdeka, Anker
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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