Asahi (3333 Jp): I Want to Ride My Bicycle
Life behind bars We believe that Asahi has an interesting secular growth story unrealized by most institutional investors. At a Y37bn market cap,...
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What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
370 Views
Yamaha Motor: 2QFY18 Contracting Developed Markets Impact Overall Growth and Spoil the Party
Slower than expected growth in 2QFY18Yamaha motor surprised somewhat positively with 1QFY18 numbers, despite a negative FX impact from weak ASEAN...
583 Views
Yamaha Motor Philippine: The Only Way Is up in Scooters Paradise, but Don’t Wake up the Dragon!
Mio is key While Mio Kato, CFA is a star insight provider on Smartkarma, we are rather talking about the core product of Yamaha Motors Philippines...
470 Views
Yamaha Motor Company Visit: Revenue and Profit Likely to Be Strongly Ahead of Market Expectations
Recent underperformance could presents buying opportunityWe recently met Yamaha motor IR in Tokyo to discuss business developments during...
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