Nisshinbo--What Japan Radio Shareholders Will Own Very Soon & What They Should Expect
Nisshinbo is a mid-cap ($1.85bn) Japanese conglomerate involved in everything from automotive brake systems to solar panel equipment. The company...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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More than Just a Holdco Transition Play? A Look Underneath the Hood.
This is Part I of a multi-part series on Hyundai Mobis Co Ltd (012330 KS). Both Sanghyun Park and Toh Zhen Zhou have written extensively on...
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Chinese Trucks & Cars Love Tires: How Rising Tire Replacement Demand Will Benefit Xingda (1899 HK)
China's car sales continue to increase annually and China's truck sales are on the rebound All cars or trucks need tires and they need to be...
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