The Week That Was In North Asia@Smartkarma: Celltrion, Autos, Trump & North Korea
This week's Week That Was in NorthAsia@Smartkarma is again separated by vertical. Lots of interesting things in macro-land, and ECM-related. And...
320 Views
The Week That Was In North Asia@Smartkarma: Yakult, Cosmetic Surgery O2O Platform, & Streaming Music
There were more than 40 reports on Japanese and South Korean companies and their economies in the past week that were published at Smartkarma. The...
335 Views
Macnica Holdings (3132 JP) - Lingering Weakness in Semiconductors...
The segment OP for Semiconductors declined sharply (-68.6% QoQ), lowering the OP margin (Q3 FY3/25 3.4%, Q4 FY3/25 1.1%).
298 Views
Macnica Holdings (3132 JP) - Q3 FY3/25 Results Update
We believe the strong performance was led not only by CrowdStrike but also by other software products such as SASE (Secure Access Service Edge),...
284 Views
Macnica Holdings (3132 JP) - Slower Recovery in Semiconductors than Expected
Semiconductors suffered lower segment OP margin (6.7% Q2 FY3/24, 3.4% Q2 FY3/25), reflecting weakness in Industrial Equipment
269 Views