Toyota – Based on Results, Long Toyota Short Honda Should Continue to Work
Toyota (just after the lunch break) and Honda (after the close) both reported FY03/20 results today. Toyota reported strong revenue 1.5% above...
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🇯🇵 JAPAN • Results & Revisions 11th May - Nissin, Seria, Mitsubishi Electric, Asahi Group
NEW INTERIM LOW - As we have noted in earlier Insights in this series, only half of the companies with March year-ends are issuing forecasts for...
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DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment
The Malaysian auto sector rightly suffered during Q1 2020 due to the COVID-19 induced Movement Control Order (lockdown), forcing various...
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BOJ ETF Buying Composition Clarified
Three days ago I wrote BOJ ETF Buying Update which described the impact of the BOJ buying ETFs on the underlying constituents. This morning, the...
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More Covering on Consumer Staples and Discretionary
The short notional in the market for the data released 28 April is US$33.44bn (down by US$62mm excluding FX movements and ETFs) with the largest...
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