The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFAÂ briefed us about recent developments. Mio says in his...
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Sector Capsule: Refrigeration Appliances in Japan
Headlines Refrigeration appliances sees 5% volume growth in 2016 to reach 4.2 million units. Demand for refrigeration appliances rebounds following...
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Panasonic (6752) - Have the Shares Had Their Run?
Has Panasonic (6752 JP) had its run? The shares have almost doubled over the past year: on the back of a weaker yen; the company moving back to the...
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Tesla and Its Coming Struggle to Survive
Tesla's stock price has risen by 117% to all-time highs in the past six months, with a current market cap of $58bn making it the world’s fourth...
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Focus on the Midterm Growth Opportunities on Automobiles; Raising Panasonic FVE to JPY 1,900
We raise our fair value estimate of Panasonic to JPY 1,900 from JPY 1,300, as we have revised our view on the automotive & industrial systems...
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