Mazda-Toyota-Denso EV Venture Drives EV Names Up - Yasunaga up 11% Threatening All Time High
The NHK reported today that Toyota Motor Corp (7203 JP), Denso Corp (6902 JP) and Mazda Motor Corp (7261 JP) would form an EV joint venture. Denso...
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The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
189 Views
Hirata: 19% Drop on Tesla Struggles Is a Buying Opportunity/TSLA Hedge on OLED and EUR Luxury EVs
Hirata is up 3% after falling 19% since 22 Jun (most likely in sympathy with Tesla which also fell 19%). We believe Tesla IS a key customer and a...
394 Views
Hirata Corp: Gearing into EV Mass Production and OLED IPhone
Please note this deal has a small tranche for institutional investors, however, given the interest from investors, we conducted a conference call...
281 Views
Last Week, in Event SPACE (4 June 2017)
In this note, AMMB Holdings Bhd (AMM MK) / RHB Bank Bhd (RHBBANK MK) rekindle a failed engagement; Start Today Co Ltd (3092 JP)’s Maezawa pledges a...
239 Views