Yamaha Motor – Comfortable Beat of Consensus on the Cards
Yamaha Motors posted a strong 3Q with OP 35% higher than consensus estimates despite no significant beat at the top line and consensus is...
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Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
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Yamaha Motor – Indonesia Drives Recovery
Yamaha Motors continues its strong momentum thanks to a strong Indonesian motorcycle market despite some concerns in India.
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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