Toyota: Visit to Toyota City/Aisin Points to Fading Optimism for a China Recovery
We visited Toyota Motor (7203 JP) and Aisin Seiki (7259 JP) on Wednesday to assess conditions the companies were experience in China and the US as...
464 Views
Renesas: Factory Automation and Aircon Inventory Adjustments to Take Time
We spoke to Renesas Electronics (6723 JP) today to gauge conditions regarding their inventory and the shorter than expected production stoppage in...
631 Views
Subaru: Joint BEV Development with Toyota Matters; Toyota's CASE Strategy Becoming Clearer
Subaru Corp (7270 JP) just announced a partnership with Toyota to develop a BEV dedicated platform for mid and large sized passenger vehicles,...
637 Views
Hanon Systems (018880): Thesis Is Still Valid - Short.
Hanon Systems (018880 KS) share price has outperformed its peers in the past 12 months and still command a valuation premium to its peers. In this...
635 Views
FY03/19 Results Underwhelming, Still Guides For 20% Increase in FY03/20E OP
Denso Corp (6902 JP) reported revenue of JPY5,362bn (+5.0% YoY) close to their revenue target for FY03/19, thanks to the increase in sales volume...
340 Views