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...
380 Views
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...
391 Views
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...
468 Views
Japan - Shorts Rise in Honda, Bridgestone, NTT, Z; Decrease in Tokyo Electron, M3
The short notional in the market for the week ending 30 December is US$26.55bn (down by US$1.03bn) with the largest short positions in Itochu Corp...
405 Views
Hitachi Ltd. (6501 JP): Rapid & Effective Restructuring
The speed and scope of Hitachi Ltd.'s restructuring and new business development are impressive. This quarter alone (October - December 2019), the...
746 Views