Mazda (7261) Update--On Fragile Ground
Mazda's sales in North America appear to be on a tear, with January vehicle sales up +14% YoY and February up by another +11% YoY. Unfortunately,...
130 Views
Mazda Motors: Stock Primed for Spark Controlled Compression Ignition
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bullish on Mazda. In this follow up note, we take a deep dive into Mazda’s...
193 Views
Last Week in Event SPACE - MitMotors, Celltrion, Hanwha, Nissan/Renault, Murray Goulburn
Last Week in Event SPACE, a notional free put option on Mitsubishi Motors Corp (7211 JP)'s Tender Offer; more downside in Celltrion Inc (068270...
314 Views
Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not.
Just after midnight Tokyo time this morning, a headline popped across CNBC saying "Renault-Nissan's Ghosn has proposed a Dutch foundation to manage...
328 Views
MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
310 Views