JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
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Toyota Group Companies 1Q Analysis: Aisin Seiki Attractive; Denso and Toyota Boshoku Disappoint
On Tuesday, most of the Toyota group companies released their earnings results for 1QFY03/19. We have analysed some of these auto parts companies...
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Toyota Industries (6201 JP): Stub Business Expanding into High Growth Segments
Toyota Industries (TICO) deserves a fresh look after the stub has sold off to historically low levels. The core business remains a high quality...
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Denso Revises Earnings Guidance Upwards Despite Failing to Meet Market Expectations in 1Q
Denso Corp (6902 JP) has continued its strong revenue growth, achieving almost 13% YoY growth during 1QFY03/19 outpacing consensus estimates by...
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Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
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