Toyota - 39% Outperformance Vs. Honda over Two and a Half Years
We first discussed our positive take on Toyota in Mar 2017 at a time when profitability in the US was under pressure and the hype surrounding EVs...
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Japan Shorts - Shionogi , Advantest, Alps Alpine Most Shorted
The short notional in the market for the week ended 1 November is US$26.64bn (down by US$180m) with the largest short positions in Itochu Corp...
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1H Toyota Suppliers: A Mix of Disappointments and Improvements
Last Thursday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1HFY03/20. This Insight compares the 1H...
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Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?
Hitachi Ltd (6501 JP) Hitachi announced that its Automotive Systems company, along with three Honda Motor (7267 JP) Keiretsu Group companies, are...
563 Views
Japan - Shorts Cover as Market Rallies
The short notional in the market for the week ended 25 October is US$26.82bn (down by US$0.91bn) with the largest short positions in Itochu Corp...
387 Views