Which Companies Tend to Revise Company Guidance in January / February....
We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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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...
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BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
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Weekly Deals Digest (03 May) - Atlas Arteria, European Lithium, OOh!Media, ENN, Sankei RE, Makino
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
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