Toyota – Solid State Batteries and Long Toyota as a Safer Short on the EV Bubble
A simpler and safer way of expressing a short trade on the EV bubble is a long trade in traditional automakers with the technology to transition to...
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Subaru – Pointing the Way for Auto Sector Recovery
We expect a strong 2H recovery in earnings for the auto sector and Subaru, as an early reporter, appears to be confirming this view.
235 Views
🇯🇵 JAPAN • Results & Revisions 09/08 - Net Positive, Stream, OSG, Subaru Ent., Beenos
Source for all charts: Japan Analytics
315 Views
Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
370 Views
The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
430 Views