Mazda – Moving Upmarket With a RWD Is a Straight Six
Mazda is continuing to implement its take on the Subaru revival playbook that took Subaru’s stock from a GFC low around ¥250 all the way above...
307 Views
CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
204 Views
Conviction Call Mazda – Blowout Comes Through
Mazda results came in barely below our estimates but blew away consensus. Conditions in North America and Australia should drive robust performance...
133 Views
Conviction Call Mazda – 1Q and FY OP Beats Should Be Biggest in Sector
Mazda is up 80% in just over 8 months but we believe the upside potential going forward is even larger and the market is completely missing the...
223 Views
Renesas Placement - Very Well Flagged, past Deals Have Done Well but Large Size Warrants Correction
Renesas, along with INCJ, aims to raise around US$3.4bn via selling a mix of primary and secondary shares. The current deal would be of somewhat...
319 Views