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...
416 Views
Toyota - 39% Outperformance Vs. Honda over Two and a Half Years
We first discussed our positive take on Toyota in Mar 2017 at a time when profitability in the US was under pressure and the hype surrounding EVs...
382 Views
Last Week in Event SPACE: UNIZO, TPV, Sotsu, SK Group, Stars Group, Ayala, Amorepacific
Last Week in Event SPACE ... The first shot in the shareholder response to Unizo Holdings (3258 JP)'s hostile actions on shareholders was fired...
393 Views
Nissan: Alliance Leadership Changes Point to Renault Stake Reduction but Revival of Alliance
Several pieces of news have broken regarding Nissan and its alliance partner Renault, pointing to a rebalancing of cross shareholdings, a...
440 Views
Toyota: Hybrid Tundra and F-150 Could Be the Vanguard of Toyota's Next Hybrid Push
Our positive thesis on Toyota includes the view that hybrid penetration is on the rise globally with significant adoption in Europe and Japan and...
401 Views