Cross-Shareholdings Alive and Well in Japan....
I am old enough to remember when cross-shareholdings was a huge problem in Japan and all companies needed to immediately unwind all of their...
187 Views
Cyberdyne (7779) - Is This the Death-Knell for Short Sell Reports on Japanese Stocks?
Shares in Cyberdyne (7779 JP) have surged following the news that it has gained approval in the US for its "Medical HAL" exoskeleton suit to be...
398 Views
Adding TDK to Our Best Ideas List; Growth of Electronic Components Per Auto Is Underestimated
We are adding TDK Corp (6762 JP) to our Best Ideas list, and removing Nidec Corp (6594 JP) following its recent outperformance. As the top...
150 Views
Raise Nidec FVE to JPY 15,400; Margin Expansion on Auto Products Is Exceeding Our Forecast
While Nidec’s operating income for the September quarter was fairly in line with our expectations, we identified some positive factors on the...
120 Views
Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
248 Views