Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
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Yamaguchi Financial Group (8418 JP): In Autumn Finery
Established in October 2006 as a defensive response to the rise of Bank of Fukuoka (part of the Fukuoka Financial Group (8354 JP) to its west, and...
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Tesla--Supply Management Hell & Tales from an Anonymous Supplier We Know
Bloomberg reported last Thursday that the man overseeing Tesla's supply chain, Liam O'Connor, resigned. This is the fifth executive departure at...
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Toyota To Licence Hybrid Technology To Geely; A Step Towards Exploiting Opportunities in China
Hybrid sales are starting to pick up. Following Europe’s shift following dieselgate, China now appears to be pivoting towards the inclusion of...
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BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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