Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
496 Views
Faurecia Launches Tender Offer for Clarion
On 26 October Hitachi Ltd (6501 JP) and Faurecia (EO FP)announced that Faurecia would take over Hitachi car audio and infotainment equipment...
443 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
799 Views
Barring Beleaguered Booster Boldness, Baring Buys Pioneer (In a Takeunder)
Pioneer Corp (6773 JP) has been under the cosh for years, and multiple self-directed rescue efforts have been to no avail. In early September it...
552 Views
Alpine Earnings Up - Investors Want CLARIONITY
Last week, Alpine Electronics (6816 JP) announced FY18 H1 earnings which were above company and Street forecasts. Alps Electric (6770 JP) H1 also...
479 Views