Potential Surpises?? Comparing Foreign and Domestic FY1 EPS Estimates in Japan
With Earnings Season just about to start we wanted to compare domestic broker EPS estimates to foreign broker estimates to see where there are...
604 Views
Sharp Corp: Valuations Extreme, Even Before C Share Conversion
A familiar, if somewhat damning, approach to investing in Japan – at least from a dinner party conversation viewpoint – is to take stocks where...
312 Views
Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
423 Views
Squeezalicious I -Â Beware the Ides of SHARP - 20yr High EV/TTM and OP
Sharp Corp (6753 JP)'s recent rally has taken the stock to near 4-year highs. The stock price is now more than 4x and its total diluted market...
493 Views
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...
266 Views