The Week That Was in NorthAsia@Smartkarma: Sep24
It has been another week in North Asia. North Korean missile/nuclear tests and threats? Check. Trump rhetoric on North Korea and football players?...
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Seagate Q326. Soaring On Beat & Raise While HAMR Marches On
Seagate surged >17% in after hours trading. The stock has now appreciated over 600% over the course of the past year. The humble HDD is back...
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The Week That Was in NorthAsia@Smartkarma: Rights Offering, Kosmetics, Gaming & Samsung
As usual, we weren't short of interesting Japan/Korea stories last week. Hyundai Heavy Group issued a massive right offering, and also Toshiba-WD...
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SK Hynix Q126 Earnings Call Transcript
SK Hynix shares were already up 88% year-to-date heading into the print, closing at ₩1,224,000 on April 21. The stock has been on a tear all year....
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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