Yasunaga/Hirata/SMM: Up 14, 10 and 7%% - EV Battery Names Surging for Various Reasons
We have discussed Yasunaga Corp (7271 JP) a couple of times, noting that the company has been highly conservative with its earnings guidance in the...
251 Views
Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High
The NHK reported today that Toyota Motor Corp (7203 JP), Denso Corp (6902 JP) and Mazda Motor Corp (7261 JP) would form an EV joint venture. Denso...
320 Views
The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
322 Views
Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19% since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
515 Views
Hirata Corp: Gearing into EV Mass Production and OLED IPhone
Please note this deal has a small tranche for institutional investors, however, given the interest from investors, we conducted a conference call...
412 Views