Coronavirus QE, the BOJ, and ETF Buying
After the worst week in US equity markets in a long time, with sharply rising equity volatility causing risk parity funds and their ilk to shed...
462 Views
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
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
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...
398 Views