Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
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Modelling Out Toshiba's "Return of Capital to Shareholders"
When Toshiba Corp (6502 JP) decided to sell parts of, then all of its Toshiba Memory Corporation division a year ago, then spent the better part of...
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Mitsubishi Motors: More Synergies from the Nissan-Renault-Mitsubishi Alliance
Mitsubishi Motors Corporation (MMC) reported their FY03/18 financial results yesterday (9th May 2018). MMC’s FY03/18 revenue was JPY2,192bn (+15.0%...
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Mitsubishi Motors Looks Attractive Ahead of 4Q Results
In our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we called for a big earnings upgrade for Mitsubishi Motors...
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Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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