Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
153 Views
Sharp (6753) Reported to Guide for FY3/19 Profits 11% Above Consensus
The Nikkei Shimbun, a Japanese economic daily, reported today that Sharp came in with FY3/18 sales and OP slightly above consensus, but should...
139 Views
Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
309 Views
Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
123 Views
Tesla--Preparing for a Diabolically Bad Q1
Tesla's upcoming Q1 should see record losses due to sagging sales of the Model S and Model X, as well as continued losses from the new Model 3...
226 Views