1H Toyota Suppliers: A Mix of Disappointments and Improvements
Last Thursday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1HFY03/20. This Insight compares the 1H...
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A Bad Start for the Toyota Suppliers; Slowdown in China the Key Reason; Weak Momentum Could Continue
Last Wednesday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1QFY03/20. This Insight compares the 1Q...
632 Views
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
847 Views
FY03/19 Results Underwhelming, Still Guides For 20% Increase in FY03/20E OP
Denso Corp (6902 JP) reported revenue of JPY5,362bn (+5.0% YoY) close to their revenue target for FY03/19, thanks to the increase in sales volume...
468 Views
TRADE IDEA - PCCW (8 HK) Stub: The Li Legacy Lives On
Have you ever wondered how a company secures the Chinese lucky number "8" as their ticker in Hong Kong? I'll explain later on, but let's just say...
1k Views