Aisin Takes a 50% Cut in OP This Quarter; A Downward Revision in FY03/19E Target
On Friday, Aisin Seiki (7259 JP) reported 3QFY03/19 results posting a slight decline in revenue by -0.5% YoY, below our estimates by -5.6%,...
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Denso Revises Earnings Guidance Downwards After a 22% YoY Decline in OP as of 3QFY03/19
Denso Corp (6902 JP) failed to deliver as strong growth in revenue during its 3QFY03/19, compared to the first two-quarters of FY03/19. Denso...
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TRADE IDEA - Toyota Industries (6201 JP): Close the Stub Trade
In my original insight on December 11, 2018 TRADE IDEA - Toyota Industries (6201 JP) Stub: Riding the Automation Wave , I proposed setting up a...
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Toppan Printing: Money for Nothing (& Your Clicks for Free)
TOPPAN PRINTING (7911 JP) is Japan's current Negative Enterprise Value 'champion'. Although only growing in the low single digits and with margins...
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TRADE IDEA: Amorepacific (002790 KS) Stub: A Beautiful Opportunity
Take out an ad in a magazine or pay a one of the Wondergirls to post an Instagram photo of herself using our makeup? How do we get Americans and...
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