Mazda – Following in Subaru’s Footsteps
We have long been a fan of Mazda’s vehicles and its engineering technology though we would be the first to admit that the company has had its...
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Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
398 Views
Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
428 Views
Toyota: Slow Creeping Expansion of the Toyota Group
Yesterday Toyota Motor (7203 JP) and Suzuki Motor (7269 JP) announced a capital tie up with Toyota acquiring a 5% stake in Suzuki for ¥96bn and...
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Toyota: Visit to Toyota City/Aisin Points to Fading Optimism for a China Recovery
We visited Toyota Motor (7203 JP) and Aisin Seiki (7259 JP) on Wednesday to assess conditions the companies were experience in China and the US as...
464 Views