Denso: Centrepiece of Toyota's ADAS/AD/EV Mantel Is a Conviction Buy
Denso is trading almost exactly in line with its average PE since 2010 at 15.6x while its close peer Aisin Seiki is also in line with its average...
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The Week That Was in NorthAsia@Smartkarma: Oct 1 Beware Daniel Hellberg's Sarcastic Dog
Familiar themes dominated news in North Asia this week. North Korea continued grabbing headlines as expanding sanctions sparked worries regarding a...
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Last Week in Event SPACE – SK Telecom, Kuraray, Golfzon Newdin, Mandarin, TVB
This week, SK Telecom (017670 KS)'s anticipated restructuring moves up a gear; Golfzonyuwonholdings Co Ltd (121440 KS) chips in a JV with MBK; ...
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Toshiba Memory Company Deal Structure Breakdown - SK Hynix Regulatory Filings
SK Hynix Inc (000660 KS) became the first one to officially disclose how the Toshiba memory company deal was structured. Total capital to be...
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Toshiba: Members Within SESC Draft Recommendation for Investigation of FY3/17 Statements
Kyodo News reported over the weekend that some members of the Securities and Exchange Surveillance Commission have proposed an immediate...
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