🇯🇵 JAPAN • Results & Revisions 11th May - Nissin, Seria, Mitsubishi Electric, Asahi Group
NEW INTERIM LOW - As we have noted in earlier Insights in this series, only half of the companies with March year-ends are issuing forecasts for...
255 Views
DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment
The Malaysian auto sector rightly suffered during Q1 2020 due to the COVID-19 induced Movement Control Order (lockdown), forcing various...
285 Views
Last Week in Event SPACE: Bank Permata, Li & Fung, Ricoh, Allied Props, DP World, Caltex, Sing Air
Last Week in Event SPACE ... Bank Permata (BNLI IJ)'s terms have been lowered. Investors currently long Bank Permata should understand what is...
399 Views
India Autos (2Ws) | Key Takeaways from Channel Interactions
We interact with some channels of TVS Motor (TVSL IN) , Â Hero Motocorp (HMCL IN) and Suzuki Motor (7269 JP) to understand how much demand shock can...
372 Views
Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
414 Views