The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
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Olympus--Dead Money for Momentum Investors; Dip-Buying Time for Long-Term Investors
Olympus generates 98% of its profits from endoscopes sales and has a 70% global share of gastro enteral endoscope systems. Their current line-up is...
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The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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Olympus Issues Disappointing Guidance
Olympus Corp (7733 JP) has a habit of announcing and holding its meetings on the evening before Golden Week holidays commence, so it was difficult...
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Toshiba: The Surprising Lack of Read-Across to the Rest of Japan Inc.
There is a tendency to view Toshiba (6502 JP) as an extreme, but ultimately typical example of Japanese corporate culture (e.g. this well-worth...
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