The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
448 Views
Last Week in Event SPACE - CJ Cheiljedang, Japan Display, Westfield, Nissan
Last week, CJ Cheiljedang Corp (097950 KS) unloads its healthcare ops to Korea Kolmar Co Ltd (161890 KS) et al in Korea's largest M&A YTD;Â the...
588 Views
JDI: Equity Finance and Dilution Incoming?
Kyodo news had an article after the close suggesting that JDI's negotiations with three Chinese players (likely including BOEÂ and Hon Hai/Sharp) to...
416 Views
JDI: 3Q Revenue Strong, Margins Weak -Â Did Non-IPhone X Sales Overshoot 36%?
JDI reported 3Q with revenue rising 3% QoQ but falling 30% YoY on account of Apple's partial switch to OLED panels and weak demand from China. OP...
273 Views
Last Week in Event SPACE -Â Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP)Â may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
557 Views