Subaru – Pointing the Way for Auto Sector Recovery
We expect a strong 2H recovery in earnings for the auto sector and Subaru, as an early reporter, appears to be confirming this view.
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🇯🇵 JAPAN • Results & Revisions 09/08 - Net Positive, Stream, OSG, Subaru Ent., Beenos
Source for all charts: Japan Analytics
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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...
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The Big Short: All Sectors See An Increase
The short notional in the market for the data released 7 April is US$33.02bn (up by US$1,509mm excluding FX movements and ETFs) with the largest...
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Huge Increase in Shorts on Nikkei225 & Topix ETFs
The short notional in the market for the data released 31 March is US$33.19bn (down by US$60mm excluding FX movements and ETFs) with the largest...
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