Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
886 Views
DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
1.2k Views
Last Week in Event SPACE: Takeda, Graincorp, Alps, Hopewell, Renesas, Toshiba, Red Hat, Renault
Last Week in Event SPACE ... Takeda Pharmaceutical (4502 JP) is a significantly interesting trade still, but there are path, borrow, settlement,...
568 Views
Nissan/Renault: French State Intervention
After the mid-November arrest of Nissan Motor (7201 JP) and Mitsubishi Motors (7211 JP) Chairman and Renault SA (RNO FP) CEO Carlos Ghosn shocked...
1.2k Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
1.1k Views