2021 High Conviction - Mazda Accelerating Out of COVID Corner
Our 2021 High Conviction Idea: Mazda is cheap. Despite the headwinds from the pandemic, we believe the depressed valuations offer multi-bagger...
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Mazda – Closer and Closer to Toyota
We believe Mazda has the potential to emulate Subaru's 2012-2015 performance by executing on its strategy to raise brand value and localise...
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Subaru – Pointing the Way for Auto Sector Recovery
We expect a strong 2H recovery in earnings for the auto sector and Subaru, as an early reporter, appears to be confirming this view.
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Mazda – The Return of the Wankel Engine and Its Significance for the EV Transition
Mazda as the only automaker not to give up on the Wankel engine may have a unique advantage to offer when transitioning to PHEVs and beyond.
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Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
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