Nissan – Could a Split With Renault Propel Consolidation in Japan’s Auto Industry?
The overall auto space in Japan has seen some significant M&A activity of late with Hitachi merging its autoparts unit with three Honda group...
457 Views
Japan - Shorts Rise in Honda, Bridgestone, NTT, Z; Decrease in Tokyo Electron, M3
The short notional in the market for the week ending 30 December is US$26.55bn (down by US$1.03bn) with the largest short positions in Itochu Corp...
394 Views
Hitachi Ltd. (6501 JP): Rapid & Effective Restructuring
The speed and scope of Hitachi Ltd.'s restructuring and new business development are impressive. This quarter alone (October - December 2019), the...
731 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
440 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
382 Views