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...
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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...
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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...
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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...
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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...
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