Laox (8202) Business Still Tough but 12/18 Will Be Much Better, Shares Very Cheap.
After a very good year to 12/15 when the company benefitted from a large number of Chinese tourist spending in Japan, 12/16 sales fell 33% to...
167 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
702 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
235 Views
Hotel Shilla: Entering a Cyclical And Structural Downturn
Hotel Shilla is about to see both a sharp cyclical and structural downturn in its business. As a result, expect to see sharp operating...
408 Views