Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Faurecia Launches Tender Offer for Clarion
On 26 October Hitachi Ltd (6501 JP) and Faurecia (EO FP)announced that Faurecia would take over Hitachi car audio and infotainment equipment...
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Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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Barring Beleaguered Booster Boldness, Baring Buys Pioneer (In a Takeunder)
Pioneer Corp (6773 JP) has been under the cosh for years, and multiple self-directed rescue efforts have been to no avail. In early September it...
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Alpine Earnings Up - Investors Want CLARIONITY
Last week, Alpine Electronics (6816 JP) announced FY18 H1 earnings which were above company and Street forecasts. Alps Electric (6770 JP) H1 also...
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