Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power
JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...
351 Views
Good Morning Japan | US Thanksgiving but Rally Continues in Europe
Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in...
421 Views
Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE
Suzuki remains mispriced. Suzuki’s market cap is negative if we strip out the value of Maruti. We expect margin improvements at Maruti to drive re...
497 Views
Suzuki (7269 JT) | Way Too Cheap Ahead of 2Q Earnings – India’s Maruti (MSIL IN) Shows the Way
Suzuki's is simply trading far too cheaply for a stock exposed to India - of the the best structural growth market for Auto, and extremely strong...
276 Views
Suzuki (7269) | Small Cars at Tiny Valuations
We are bullish on Suzuki as (1) India, is growing with auto buyers actively trading up to SUVs, and (2) Japan sales are recovering as parts supply...
271 Views