Japan - Short Interest Rises Led By NTT, Tokyo Electron, M3 and Shiseido
The short notional in the market for the week ended 13 December is US$27.58bn (up by US$1.74bn) with the largest short positions in Itochu Corp...
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Toyota – First Signs of Hybrid Strategy Starting to Work in US
We continue to track out thesis regarding Toyota laying the groundwork for increasing hybrid penetration. Our recent conversation with the company...
379 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
444 Views
Japan - Shorts Increase on Pigeon, Fast Retailing; Decrease on Bandai Namco, Orix JREIT
The short notional in the market for the week ended 6 December is US$25.84bn (up by US$570m) with the largest short positions in Itochu Corp (8001...
423 Views
Denso – The Future CASE Landscape as the Hitachi-Honda Group Merger Takes Shape
We visited Denso last week to discuss the company’s CASE strategy and to assess the prospects for a margin rebound as its investment ramp period...
373 Views