Nojima: The Uniqlo of Consumer Electronics Retailing?
​Nojima is transforming its business by acquiring Hitachi GLS, aiming to reach ¥3 trillion in revenues and become a vertically integrated...
102 Views
The Week That Was In North Asia@Smartkarma: Peace on the Korean Peninsula, Elliott Vs. HMC, & Alpine
The biggest events in North Asia in the past week included the summit between Moon Jae-In and Kim Jong-Un, the battle between Hyundai Motor Group...
379 Views
Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
492 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Peptidream, and Missiles
It's been a full week for coverage of North Asia on Smartkarma. 30-odd insights on Japan and a dozen on Korea.ToshibaThe big theme of the week, and...
530 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2.1k Views