Toyota - 39% Outperformance Vs. Honda over Two and a Half Years
We first discussed our positive take on Toyota in Mar 2017 at a time when profitability in the US was under pressure and the hype surrounding EVs...
374 Views
Last Week in Event SPACE: UNIZO, TPV, Sotsu, SK Group, Stars Group, Ayala, Amorepacific
Last Week in Event SPACE ... The first shot in the shareholder response to Unizo Holdings (3258 JP)'s hostile actions on shareholders was fired...
387 Views
Nissan: Alliance Leadership Changes Point to Renault Stake Reduction but Revival of Alliance
Several pieces of news have broken regarding Nissan and its alliance partner Renault, pointing to a rebalancing of cross shareholdings, a...
434 Views
Toyota: Hybrid Tundra and F-150 Could Be the Vanguard of Toyota's Next Hybrid Push
Our positive thesis on Toyota includes the view that hybrid penetration is on the rise globally with significant adoption in Europe and Japan and...
397 Views
Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
453 Views