Hino (7205)--FY3/19 Looks Fragile and Guidance Could Be a Big Disappointment
Hino's share price was up 5.5% on Thursday on news that it would collaborate with VW in its bus operations, to jointly design electric and...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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Adding Stock Exposure to Our Nikkei Long from 21k
Chartonics Sunday 25 February 2018Names to add in JapanWe are long the Nikkei from 21k at the recent lows to the tune of 350 basis points and...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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