Autonomous Tech Redefines Global Auto Sector…
Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a...
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Does SoftBank (9984 JP) = Masayoshi Son?
In this note, we consider the issues around key man risk and discuss to what extent Softbank Group (9984 JP) exists with or without the leadership...
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Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Smartkarma’s Week that Was in JP/ KR: Donki Uny-Fied, Lots of Lotte, Softbank and Isetan Mitsukoshi
As markets melted down, activity on Smartkarma covering Japan and Korea was quite concentrated as Lotte Holdings (004990 KS) moves to restructure...
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NTT Stub Vs MktCap Near 10yr Lows, Stub Earnings Vs Total Near 10yr High
Last week Chris Hoare at New Street Research wrote about NTT (Nippon Telegraph & Telephone) (9432 JP) in NTT Corp - Now Our Preferred Japanese...
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