Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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Keihin: Tender Offer Is Reasonably Valued
This insight follows our previous insights on the Honda parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the Honda Group...
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1H Toyota Suppliers: A Mix of Disappointments and Improvements
Last Thursday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1HFY03/20. This Insight compares the 1H...
386 Views
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...
580 Views
A Bad Start for the Toyota Suppliers; Slowdown in China the Key Reason; Weak Momentum Could Continue
Last Wednesday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1QFY03/20. This Insight compares the 1Q...
487 Views