GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Denso – Slightly Disappointing Margins but It’s All About the Production Ramp
Denso's reported OP was 17.8% lower than consensus estimates. The market reacted negatively to the weak OP print but we think the focus should be...
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Toyota – 11m Unit Production Target Is a Positive Surprise
Toyota has set internal production targets of 11m units for the FY23 implying a more than 20% YoY increase which is very positive news not just for...
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Aisin – Positive Chat With the Company
We spoke to Aisin on Friday to discuss the impact of Toyota’s EV strategy announcement, the new Tundra and semi shortages. Our impression was...
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Global PMX - A Key Beneficiary in Taiwan of a Recovery in Cars Chips Shortage
Global PMX is an auto parts maker in Taiwan which could be a key beneficiary of a recovery in cars ships shortage in 2022.
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