Denso: Centrepiece of Toyota's ADAS/AD/EV Mantel Is a Conviction Buy
Denso is trading almost exactly in line with its average PE since 2010 at 15.6x while its close peer Aisin Seiki is also in line with its average...
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Companies that Change Segment Names Do Not Get Punished....
I have always known that Japanese companies change around their segments in order to make it more difficult for investors. I know this because when...
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Who Do Analysts like and Do Not like After Earnings....
With the full-year earnings season over, we screened for names that picked up the most upgrades and downgrades in the last month. Which companies...
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Nisshinbo--What Japan Radio Shareholders Will Own Very Soon & What They Should Expect
Nisshinbo is a mid-cap ($1.85bn) Japanese conglomerate involved in everything from automotive brake systems to solar panel equipment. The company...
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Toshiba - Is Japan Government Trying to Put Together Knockout Bid?
On Friday, the Asahi newspaper reported that INCJ, DBJ, KKR were putting together a joint-bid for Toshiba Memory that could be worth ¥2.8 trillion....
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