Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/w-scope-corp" target="_blank" data-smartkarma-citation="entities:8597:1" rel="noopener">W Scope Corp (6619 JP)</a> share price has severely underperformed <a href="https://www.smartkarma.com/entities/tokyo-stock-exchange-tokyo-price-index-topix" target="_blank" data-smartkarma-citation="entities:22910:1" rel="noopener">Tokyo Stock Exchange Tokyo Price Index Topix (TPX INDEX)</a>in the last 5 years.</li>
<li>Its business has picked up followed by the ability to pare debt down and potentially lower shipping costs that will expand margin. </li>
<li>It trades at 1.8x PBR, cheaper than Samsung SDI and LG Energy solution although more expensive than Showa Denko but W Scope's operational number has been phenomenal. </li>
</ul>



W Scope Corp (6619 JP) share price has severely underperformed Tokyo Stock Exchange Tokyo Price Index Topix (TPX INDEX)in the last 5 years.
Its business has picked up followed by the ability to pare debt down and potentially lower shipping costs that will expand margin. 
It trades at 1.8x PBR, cheaper than Samsung SDI and LG Energy solution although more expensive than Showa Denko but W Scope's operational number has been phenomenal. 


W Scope (6619): Improved and Price Is Moving

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

<p><a href="https://www.smartkarma.com/entities/732" target="_blank" data-smartkarma-citation="entities:732:1">Suzuki Motor</a> announced on April 17<sup>th</sup> that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India together with <a href="https://www.smartkarma.com/entities/637" target="_blank" data-smartkarma-citation="entities:637:1">Toshiba Corp</a> and <a href="https://www.smartkarma.com/entities/18703" target="_blank" data-smartkarma-citation="entities:18703:1">Denso</a>. A key takeaway is the underlying expectation that India will move in the same direction as China to promote electrified vehicles because of increasingly severe air pollution problems. Chinese subsidies for EV cars and buses have been largely responsible for strong global LiB market growth in the last couple years. This…</p>

Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India together with Toshiba Corp and Denso. A key takeaway is the underlying expectation that India will move in the same direction as China to promote electrified vehicles because of increasingly severe air pollution problems. Chinese subsidies for EV cars and buses have been largely responsible for strong global LiB market growth in the last couple years. This…

Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough

Japan

W-SCOPE Corporation manufactures and markets separator film for lithium-ion batteries. The Company also provides fine chemicals for use in electronics.

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W Scope Corp (6619 JP)

W Scope (6619): Improved and Price Is Moving

Its business has picked up followed by the ability to pare debt down and potentially lower shipping costs that will expand margin. Cheaper than SDI...

Henry Soediarko

Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough

Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...

Pelham Smithers Associates

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