Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishidaās policy statements along with the current status of these...
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JSR (4185 JP): Inpria Acquisition Lays Out 10-Year Photoresist Roadmap
The acquisition of Inpria gives JSR a technological advantage that should drive sales and profit growth for the next several years as the...
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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šÆšµ JAPAN ā¢ Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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Samsung Etching Gas Situation Still Very Much Alive
Samsung's etching gas situation is still very much alive. Chosun put out two reports on this early this morning. To me, these Chosun reports are...
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