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...
209 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...
327 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...
342 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...
324 Views
GS Yuasa (6674 JP) - Bosch Pulls Out of Solid State Battery Development
After a lot of hand-wringing and soul searching, Bosch has decided not to build its own battery cells. Previously, Bosch had considered entering...
199 Views