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...
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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...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
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Showa: Has Been Trading at a Discount to Peers, So Price It Low?
This insight follows our previous insights on the Honda Motor (7267 JP) parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the...
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