Kubota (6326 JP) | US Housing Risk to Big to Ignore
Supply chain and cost pressures abound, but it is the risk around a cooling US housing market concerns us the most. We think the stock could...
331 Views
Hitachi Construction Machinery Deal To Change "Parent" - There's Not Much There There
The Hitachi deal to sell a 26% stake in Hitachi Construction Machinery to Itochu and Japan Industrial Partners is deceptive. It is just a trade...
359 Views
Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
383 Views
Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
309 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
234 Views