Raydium Semiconductor - Acceleration of Revenue in 1Q24 Has Positive Implications
Acceleration of revenue in 1Q24 is exceptional and this may mark the beginning of far better growth at the bottom line, lacking in the past 1-2 years.
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.2k Views
A Weak 3Q For The Toyota Suppliers; Coronavirus Outbreak to Risk Earnings for FY03/21E As Well?
Last Friday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 3QFY03/20. This Insight compares the 3Q...
424 Views
Aisin Seiki – China Inventories Normalised
We visited Aisin Seiki last week to assess inventory levels in China, check on the progress of productivity improvements and discuss the strategy...
431 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...
384 Views