Smartkarma’s Week that Was in JP/KR: Softbank, Samsung, ESports and the Retail Revolution
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of Nov 5.
577 Views
5G Is Coming – Don’t Panic. Sensible Plans from SoftBank (9984 JP), Docomo (9437 JP), KDDI (9433 JP)
5G sounds great, right? – faster speeds, more capacity, improved efficiency – but what does that really mean? The reality is that 5G isn’t needed...
517 Views
Smartkarma’s Week that Was in JP/ KR: NTT/Urban, Korean Rights, Japanese Retail Evolution, Alpine
Markets across the globe felt weaker, with China leading the way lower. That feeling of weakness was slightly deceptive as the S&P500 actually...
530 Views
Aequitas: GO Inc Pre-IPO - The Negatives - Regulations Could Hamper Growth
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the...
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Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
635 Views