Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ¥600bn to...
1.2k Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
507 Views
Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.
Tech news roundup: Honor IPO struggles, Huawei rebounds; Hanoi aims for semiconductor hub status; Hyundai boosts South Korea's Olympic archery...
175 Views
Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
267 Views
Infineon: Large Miss and Reset. Auto & Industrial Semi Is a Good Space for Shorts.
On Consensus before earnings release, the stock trades at 12.5x FY25. After Consensus adjustment, the stock should be trading at ~16-17x FY25 EPS.
233 Views