MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
324 Views
StubWorld - Set-Up & Unwind Extremes: Renault/Nissan
This week: which is more important - Renault SA (RNO FP)'s 40+% stake in Nissan Motor Co Ltd (7201 JP) or the French State's stake in Renault; and...
252 Views
Renault/Nissan/Mitsubishi - A Thinkpiece
Yesterday morning's Nikkei had an article saying that Mitsubishi Corp (8058 JP) ("MitCorp") would launch a Tender Offer to increase its stake in...
339 Views
StubWorld - Set-Up & Unwind Extremes: Renault, Kingboard
This week I briefly look at recent bifurcations in: Renault SA (RNO FP) wherein the French government reduced its stake to 15.1% from...
323 Views
Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
290 Views