🇯🇵 JAPAN • Results & Revisions 11th May - Nissin, Seria, Mitsubishi Electric, Asahi Group
NEW INTERIM LOW - As we have noted in earlier Insights in this series, only half of the companies with March year-ends are issuing forecasts for...
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DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment
The Malaysian auto sector rightly suffered during Q1 2020 due to the COVID-19 induced Movement Control Order (lockdown), forcing various...
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Last Week in Event SPACE: Bank Permata, Li & Fung, Ricoh, Allied Props, DP World, Caltex, Sing Air
Last Week in Event SPACE ... Bank Permata (BNLI IJ)'s terms have been lowered. Investors currently long Bank Permata should understand what is...
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India Autos (2Ws) | Key Takeaways from Channel Interactions
We interact with some channels of TVS Motor (TVSL IN) , Hero Motocorp (HMCL IN) and Suzuki Motor (7269 JP) to understand how much demand shock can...
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Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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