Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Renesas – Short-Term Gains May Be Exhausted
We spoke to Renesas yesterday to assess demand conditions among its various end markets as well as inventory conditions, particularly in China. The...
362 Views
Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
336 Views
Gree Electric Appliance: Good Gree Is Losing the Throne to Its AC Empire
Gree Electric Appliances sells residential air conditioners, central air conditioners, industrial products and other home appliances. The company...
470 Views