Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
465 Views
Toyota To Licence Hybrid Technology To Geely; A Step Towards Exploiting Opportunities in China
Hybrid sales are starting to pick up. Following Europe’s shift following dieselgate, China now appears to be pivoting towards the inclusion of...
463 Views
BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
364 Views
Denso Prepares for the Future; Investments in Tohoku Pioneer EG Following JOLED and ThinCI
On the 7th of September Denso Corp (6902 JP) announced that it has agreed with Pioneer Corp (6773 JP) to acquire Tohoku Pioneer EG Corporation...
356 Views
Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
369 Views