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,...
209 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
234 Views
Yokohama Tires' New Growth Plan Focuses On Expanding Off-Road & Premium Segments
Company OverviewYokohama Rubber Co Ltd (5101 JP) was founded in 1917 as a JV between Yokohama Cable Manufacturing and B.F. Goodrich. The company’s...
275 Views
Toyo Tire Could Be Weak on Bearish FY18 Guidance
Toyo Tire (5105) could see a further sell-off in its shares tomorrow (2/15) if guidance is as conservative as usual. This has much to do with...
206 Views
Bad Q3 for Japanese Tire Makers; Toyo Tire Still Best in Class; Bridgestone & Sumitomo Struggling
Japan's tire makers all had weak Q3 results, with Yokohama and Toyo Tire undershooting consensus estimates the least, and Sumitomo Rubber and...
335 Views