The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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Panasonic FVE Raised to JPY 1,300 But Upside Limited as Batteries Growth Diluted by Other Businesses
We have revised our earnings forecast, and raised our fair value estimate to JPY 1,300 from JPY 1,050. Panasonic’s share price has surged 16% for...
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Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)
In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...
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Proposed Sale of 49% of Singapore Mall Could Bring $3.3 Billion in Cash to LVS Japan War Chest
Las Vegas Sands Corp (LVS US) Â Chairman Sheldon Adelson has put the sale sign up on The Shoppes at Marina Bay Sands Mall in Singapore, strongly...
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