Is a Possible Maxim Merger a Viable Investment For Denso
We previously mentioned in our insight Denso Raises Stake in Chip Maker-Renesas – A Move to Accelerate Its ADAS Development Further , that Denso...
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The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
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Renesas Offering Round 2: Initial Thoughts
We examine the latest offering of Renesas Electronics Corp (6723 JP)'s stock as the INCJ continues to reduce its stake in the automotive...
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Renesas: INCJ Paring Stake to Below Negative Control Level? Maxim Merger Incoming?
Renesas is down about 9% today on news that the INCJ would sell about 12% of its 45.6% stake in the company. This follows the sale of 7.5% in the...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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