Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
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Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
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U.S. Autos: Impressions on the EPA's Draft Determination on Tailpipe Emissions Standards for 2025
The EPA has drafted a final determination of its views on light vehicle emissions standards for 2022-25 and submitted it to the Office of...
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