Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
131 Views
With the Japan Fiscal Year Soon to Be Finished, Which Names Are Analysts Still Confused About....
Over the course of each year, Analysts for the most part follow a clear pattern. In May/June they start to look at the now FY1 numbers and make...
125 Views
Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
482 Views
Toyota: Down with Dysprosium
Toyota announced on Tuesday that it had successfully developed a neodymium magnet that not only eliminated the usage of dysprosium (~USD300/kg) and...
138 Views
With 3Q Earnings Pretty Much Done Which Names Are Best / Worst Position for Full-Year End....
With 3Q Earning Season basically done, we looked back to see which names have done well in the first 3Q and are well positioned to beat full-year...
150 Views