Japan: What to Buy & Sell if the ¥ Rises to 90
CURRENCY DRIVER - The ¥/US$ cross rate has strengthened by 5.3% since the recent US$ peak of ¥114.20 on November 12th 2018, which has led some FX...
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Nissan Motor: Charting the Ghosn Supremacy
In the light of recent events, this insight reviews the history of Carlos Ghosn's tenure in various roles at Nissan Motor (7201 JP) in chart format...
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Yamaha Motor (7272) Way Oversold During October Sell Off. BUY Now
Nine-month results (to September) were behind expectations and full year results were revised down as a result, operating profit from Y150bn (+0%)...
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Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
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