A Weak 3Q For The Toyota Suppliers; Coronavirus Outbreak to Risk Earnings for FY03/21E As Well?
Last Friday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 3QFY03/20. This Insight compares the 3Q...
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Aisin Seiki – China Inventories Normalised
We visited Aisin Seiki last week to assess inventory levels in China, check on the progress of productivity improvements and discuss the strategy...
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Denso – The Future CASE Landscape as the Hitachi-Honda Group Merger Takes Shape
We visited Denso last week to discuss the company’s CASE strategy and to assess the prospects for a margin rebound as its investment ramp period...
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Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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Keihin: Tender Offer Is Reasonably Valued
This insight follows our previous insights on the Honda parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the Honda Group...
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