Renesas: Past the Bottom but Expect an L, Not U-Shaped Recovery
Renesas Electronics (6723 JP) is up 6% in a weak market following the announcement of better than expected results yesterday and we believe this is...
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Another Move by Denso to Accelerate Its ADAS Game
It was reported last week that Toyota Motor (7203 JP) and Denso Corp (6902 JP) will partner again to form a separate venture that would assist the...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 10-16th June 2019 @Smartkarma
TW3 NORTH ASIA 10-16TH JUNESmartkarma's North Asian Insight providers were overwhelmingly bullish this week. In the Event-Driven space, Sanghyun...
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Renesas: Factory Automation and Aircon Inventory Adjustments to Take Time
We spoke to Renesas Electronics (6723 JP) today to gauge conditions regarding their inventory and the shorter than expected production stoppage in...
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