Japan's Governance: Equity Finance
We should continue to monitor the company from a med-to-long-term perspective to see to what extent it has scrutinized the cost of raising this...
205 Views
Panasonic Launches Tender For Panahome... Still Light.
In late December, Panasonic Corp (6752 JP) and Panahome Corp (1924 JP)announced they would merge. This was an event that Japan observers of parents...
557 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
702 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
233 Views