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Mazda Motor (7261 JP)
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211
Analysis
Consumer Discretionary
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Japan
Mazda Motor Corporation manufactures and sells automobiles, trucks, auto parts, and its accessories. The Company operates its business worldwide.
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bullish
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Mazda Motor
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20 Jul 2021 14:36
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...
Mio Kato
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228 Views
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bullish
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Renesas Electronics
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31 May 2021 13:27
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...
Sumeet Singh
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327 Views
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bullish
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Mazda Motor
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20 May 2021 09:32
Mazda – 2021 High Conviction Recovery on Track and It’s a Sneaky Commodity Inflation Play
We remain highly bullish on Mazda’s prospects with the US and Australia likely to drive strong earnings growth thanks to both volumes and a...
Mio Kato
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398 Views
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bullish
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MSCI ACWI Index
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12 Mar 2021 06:16
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
Vermilion Research
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214 Views
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bullish
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Thematic (Sector/Industry)
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25 Feb 2021 07:26
Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
Jim Handy
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185 Views
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