Hitachi – Thoughts on the Honda Group Autoparts Merger
The Yomiuri reported early this morning that Hitachi would merge its Hitachi Automotive Systems unit with Honda keiretsu parts makers Keihin, Showa...
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Hanon Systems (018880): Thesis Is Still Valid - Short.
Hanon Systems (018880 KS) share price has outperformed its peers in the past 12 months and still command a valuation premium to its peers. In this...
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Keihin: Key Takeaways from Our Company Visit
This Insight is following our visit to Keihin Corp (7251 JP) last month. Our focus in the meeting was to mainly cover our key areas of concern,...
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🇯🇵 Japan • Fortnightly Update - Reverse Gear
SIDEWAYS - Japanese equities have gove up half of their late-February gains in US dollar terms over the last two weeks. Poised just 1.7% above the...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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