Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
379 Views
Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
572 Views
Toyota – Based on Results, Long Toyota Short Honda Should Continue to Work
Toyota (just after the lunch break) and Honda (after the close) both reported FY03/20 results today. Toyota reported strong revenue 1.5% above...
256 Views
Renault-Nissan-MitMot Alliance: MitCorp to Buy 10% of Renault? There's An Easier Way
Les Echos, the French media outlet with probably the most access to Bercy when it comes to Renault SA (RNO FP)/government/Alliance news, but also...
386 Views
Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
302 Views