Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ¥600bn to...
863 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
386 Views
A Modest Proposal to the Nikkei Index Committee for Nikkei 225 Methodology Change
The recent proposed changes to the Nikkei 225 allow for a period of consultation, including market participant input. I offer a proposal.
447 Views
Nikkei 225 Methodology Change. Again. This Time Better But Still Not Good Enough
The Nikkei proposes changes to the Nikkei 225 methodology. There is a cap, a cap re-mark, and a move to twice-annual reviews. And there is also a...
640 Views
Renesas (6723 JP) - On Top of Peer-Beating Growth, and Valuation... Watch for Buybacks
Renesas (6723) saw INCJ sell down last year. Absorption has been OK not great. The company has hinted at being able to start buybacks, and recent...
713 Views