The New Aisin (7259) MTP - Selling Crossholdings, Eventually
Aisin presented its revised MTP today, including ¥400bn of b/s restructuring, including cross-holding sales, over the next 2.5yrs. They expect OPMs...
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Toyota to Ramp Up Electric Car Push in China With R&D Revamp
Toyota Motor Corp., the world’s biggest car seller, has announced plans to consolidate its research and development (R&D) resources in China...
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Fujitsu (6702) Subsidiary Selldowns To Come
A Bloomberg article on Fujitsu selling non-core subs was out today. Nothing new, but there is some nuance. I present a small review, and conclude...
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Nidec (6594 JP): New Valuation Benchmark
It is fashionable to criticize Nidec's business model, but valuation compression is the greater risk. Japanese interest rates have started to rise...
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Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
611 Views