Mazda Vs. Suzuki: The Contrarian View
Since the beginning of 2017 the Mazda-Suzuki share price ratio has halved as Suzuki shares have risen 40% (as much as 64% at one point) and Mazda...
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MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Nissan: US Tax Cut Offsets Weak Q3 Operating Results
Nissan Cuts Its Full-Year OP OutlookIn our previous note, Nissan Motors Looks Expensive Ahead of Q3 Results, we looked at how Nissan is likely to...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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