The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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4063 JP (Shin Etsu) - 25%+ Upside in the Pipeline
WEEKLY KEY ELEMENTSIndicators are bullish. Only Fibo resistance to watch at 10230PREFERRED CASEBullish above 9174 to 12700. 10230 surpassed will...
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Valuations May Prove Key As Early Japanese Results Highlight Sell-Side Optimism
Although it isn't necessarily the case that the earlier a Japanese company reports its earnings, the better run it is, there's no real surprise...
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JSR & Shin-Etsu Chemical – Implications from TSMC Ramping Up A11 Output
Chinese-language publications recently reported that TSMC (2330 TT) should begin volume production of the A11 this month. The launch of a new...
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The Week That Was in NorthAsia@Smartkarma
This is the third report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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