🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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Smartkarma’s Week that Was in JP/KR: Chiyoda, SoftBank, Nexon and CJ Olive Networks
We have covered two weeks of insights in this week’s report as we did not publish the weekly during the first week of May as Japan was enjoying an...
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Aequitas: GO Inc IPO - Final Thoughts on Valuations - Domestically Dominant, but Not at a Discount
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
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Aequitas: SpaceX IPO - Additional Points - Revenue from Conn, Dreams from Space but TAM from AI
SpaceX (SPCX US), aims to raise around US$75bn in its US IPO. We have looked at its segments in our previous notes, in this note we talk about some...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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