Bullish Inflections Around The World
In this report we outline key technical levels across markets and highlight actionable ideas within our Financials & Energy Sectors.
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Creation of Hanwha Machinery & Service Holdings, Impact on Galleria and Vision, & NAV of Hanwha Corp
The newly established entity (Hanwha Machinery & Service Holdings) will be incorporated on 1 August (the spin-off date). The listing date for...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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The Week That Was in NorthAsia@Smartkarma - Japanese Autos, Toshiba, Lineage and Accordia Golf Trust
JapanAre Honda and Nissan's Brands Overrated?Noriaki Hirakata, CFA examines perceptions vs. reality in Are the Japanese Brands Still Competitive?...
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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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