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...
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Showa: Has Been Trading at a Discount to Peers, So Price It Low?
This insight follows our previous insights on the Honda Motor (7267 JP) parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the...
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Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?
Hitachi Ltd (6501 JP) Hitachi announced that its Automotive Systems company, along with three Honda Motor (7267 JP) Keiretsu Group companies, are...
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Last Week in Event SPACE: Hitachi/Honda, AOF, Unizo, SVI, Maanshan, Osram, Genting, KCC
Last Week in Event SPACE ... The Tender Offers for Honda Motor (7267 JP)'s three large auto parts affiliates Showa Corp (7274 JP), Keihin Corp...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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