What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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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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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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Isuzu-Volvo Strategic Alliance Follows Isuzu’s Purchase of Volvo’s UD Truck Brand
It was reported on Wednesday that Volvo AB (VOLVB SS) is selling its ‘UD Truck’ business to Isuzu Motors (7202 JP). The two companies are also...
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Toyota: Visit to Toyota City/Aisin Points to Fading Optimism for a China Recovery
We visited Toyota Motor (7203 JP) and Aisin Seiki (7259 JP) on Wednesday to assess conditions the companies were experience in China and the US as...
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