Nissan Shatai: Possible M&A Scenarios
In our previous insight, ‘Nissan Shatai - Strong Cash Position and Cash Flows Seem to Have Attracted Effissimo ’, we viewed Shatai as a company...
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Nissan Shatai - Strong Cash Position and Cash Flows Seem to Have Attracted Effissimo
This insight takes a look at the fundamentals of Nissan Shatai (7222 JP) (will also be referred to as Shatai) -the passenger vehicle and LCV...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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TOPIX FFW Changes for October 2018
Friday night after the close, the TSE announced the changes to the revisions to the constituents of the TOPIX New Index Series (i.e. the sub-series...
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Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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