Honda Motor: 1QFY17 Motorcycle Driven Earnings Growth
Honda 1QFY17 results did overall slightly surprise.Honda had an uneventful 1st quarter with significant recovery in motorcycle sales. At this time...
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The Cheapest and Most Profitable Tire Company in the World: Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
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Nissan Motor's Q1 Results Below Consensus on Bad Mix in Europe & US
Nissan announced a weak start to FY17, with Q1 operating profit (OP) of Y153bn, undershooting consensus estimates of Y173bn by 11.6%. Recurring...
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JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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