The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
658 Views
Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
302 Views
2023 High Conviction Update - Shinsei Revises Up Profit Forecast - Now Ahead of Plan
SBI Shinsei (8303) upwardly revised its FY2022 forecast earnings by 20%. Mooooar profit. Some risk-taking. Some writebacks. Some will carry over....
675 Views
2023 High Conviction - SBI Shinsei Bank (8303 JP) - Still Reading Between the Lines
Shinsei is once again, a High Conviction Pick. Third Year in a Row. Less upside now than in late 2020, but I still regard it as a good reward/risk...
1.3k Views
(Mostly) Asia M&A Nov 2022 Roundup: Origin, Perpetual, Mori Trust, Uzabase, Chip Eng, Golden Energy
For the month of November, 11 new deals were discussed on Smartkarma with an overall deal size of ~US$20bn. The average premium for the new deals...
562 Views