Smartkarma Originals
Corporate Governance In Japan
If effectively implemented, the Japan Corporate Governance Code, the Japan Stewardship Code, the Engagement Guidelines and the CGS Guidelines would...
848 Views
Nissan – Could a Split With Renault Propel Consolidation in Japan’s Auto Industry?
The overall auto space in Japan has seen some significant M&A activity of late with Hitachi merging its autoparts unit with three Honda group...
458 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
391 Views
Nissan – Bottom Looks to Be In
Nissan reported weak results yesterday as highlighted in the Nikkei and revised down FY OP guidance to ¥150bn from ¥240bn bringing it in line with...
396 Views
Japan Shorts - Nissan Motor, Itochu, Asahi Kasei Most Shorted
The short notional in the market for the week ended 8 November is US$26.30bn (down by US$340m) with the largest short positions in Itochu Corp...
411 Views