A Stronger Sony (6758) - Still?
A "Stronger Sony". The core earnings outlook is even stronger; the transformation thesis intact; and the SOTP discount is as wide as ever
574 Views
Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
524 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
910 Views
Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
381 Views
Tencent Ending the Leyou Takeover Saga?
Leyou Technologies (1089 HK)’s long-drawn takeover saga is likely heading to a finale. Tencent Holdings (700 HK) is set to announce an agreement...
379 Views