Denso Upgrades Its OP Guidance Despite Failing to Meet Market Expectations in 2QFY03/19
On Wednesday, Denso Corp (6902 JP) reported 2QFY03/19 results posting revenue growth of 11.1% YoY falling below consensus estimates by 1.4% and our...
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Mazda: After Integration of Sales Financing with Toyota, How Long Till Toyota Ups Its Stake?
Yesterday, the Nikkei reported that Toyota Motor (7203 JP) and Mazda Motor (7261 JP) would merge their sales financing operations. The Japanese...
451 Views
Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
454 Views
Toyota To Licence Hybrid Technology To Geely; A Step Towards Exploiting Opportunities in China
Hybrid sales are starting to pick up. Following Europe’s shift following dieselgate, China now appears to be pivoting towards the inclusion of...
445 Views
BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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