Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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Smartkarma’s Week that Was in JP/KR: Nissan/Renault, Panasonic, Hanon and Nexen
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of January 21st:
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Korea Stock Market Monthly Recap #29 (September 2018)
KOSPI was up 0.9% in September but there were some big winners including the telecom sector (as the top three telcos were up on average 9.4% in...
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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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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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