A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
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AFW Co IPO Preview
AFW Co Ltd (312610 KS) is a company that is expected to complete its IPO in the Korean stock market in June. Established in 1998, AFW specializes...
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Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
916 Views
Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
619 Views
Smartkarma’s Week That Was in JP/KR: Aruhi, Rakuten-Lyft, Ecopro BM, & English Annual Reports
KOSPI is up 9.4% and Nikkei is up 7.8% YTD. It has been an active first two months of 2019. Many stocks have retraced to the previous resistance...
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