As Major Automakers Move Towards EVs Mazda Squeezes More from Gasoline Engines
Major players in the Automotive Industry have begun to phase out conventional engines and focus on the EV market, investing in research facilities...
276 Views
Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
249 Views
Global Equity Seasonality: Â Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
270 Views
Denso: Centrepiece of Toyota's ADAS/AD/EV Mantel Is a Conviction Buy
Denso is trading almost exactly in line with its average PE since 2010 at 15.6x while its close peer Aisin Seiki is also in line with its average...
353 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
339 Views