The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
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Nikkei Mushroom Part 2 - Buy Back Levels
We have liked Japan since 2016 with a base long from Nikkei 17,000 and the fresh buy call at 21,020 with the bet that this breakout would force a...
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Fanuc: Orders Peaked in 1Q, Sector Share Prices Weak, This Could Be the Top
Fanuc reported relatively strong 2Q numbers yesterday with revenue of JPY179bn and OP of JPY56.9bn, keeping OPM above 30% for the second quarter in...
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Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)
Yaskawa Electric reported a stellar 2Q yesterday with OP up 10% QoQ, even against the record setting 1Q results and the company raised guidance to...
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If You Like Robotics but Find Current Conditions Frothy, Nabtesco Is a Great, Not Good, Compromise
Over the last half year, momentum in certain China-related sectors has surged, with construction machinery, robots and materials all booming. As we...
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