A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Tsinghua Unigroup/Unigroup Guoxin Scrapped YRST Take over Deal
What's new?Unigroup Guoxin (002049 CH, 紫光國芯), a Tsinghua Unigroup affiliate, announced to terminate the 100% or partial take over deal of Yangtze...
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Toshiba Update -Â Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
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The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
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The Week That Was in NorthAsia@Smartkarma: Nikkei 225, Toshiba, Idemitsu, SK & Celltrion Healthcare
The Toshiba saga was again in the limelight last week. Travis Lundy and Mio Kato, CFAÂ briefed us about recent developments. Mio says in his...
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