DRB Hi Com (DRB): Value Unlocking-Part I
This is the first part of the two parts of the report detailing how DRB Hi Com is about to unlock its value in the next few months. With a low...
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🇯🇵 JAPAN • Results & Revisions Daily Roundup - 7th February ▲2121 7267 5713 ▼ 5401 9616 3407
OOOPS! - The 480 quarterly results announced on Friday subtracted a further 20 basis points from our Results Score. If the remaining 38% of...
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Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Japan - Huge Covering in Consumer Discretionary Names
The short notional in the market for the week ending 10 January is US$25.64bn (down by US$910mm) with the largest short positions in Itochu Corp...
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Nissan – Could a Split With Renault Propel Consolidation in Japan’s Auto Industry?
The overall auto space in Japan has seen some significant M&A activity of late with Hitachi merging its autoparts unit with three Honda group...
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