Toyota Industries (6201 JP): Stub Business Expanding into High Growth Segments
Toyota Industries (TICO) deserves a fresh look after the stub has sold off to historically low levels. The core business remains a high quality...
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Denso Revises Earnings Guidance Upwards Despite Failing to Meet Market Expectations in 1Q
Denso Corp (6902 JP) has continued its strong revenue growth, achieving almost 13% YoY growth during 1QFY03/19 outpacing consensus estimates by...
344 Views
Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
371 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
556 Views
Asahi Kasei: Sage Automotive Acquisition Strengthens Automotive Growth Prospects
Asahi Kasei Corp (3407 JP) announced yesterday that it has finalized its deal to acquire Sage Automotive Interiors, a US-based textile supplier for...
439 Views