Key Takeaways from Our Visit to Aisin Seiki
This Insight is following our visit to Aisin Seiki (7259 JP) last month. Our focus in the meeting was to mainly cover our key areas of concern,...
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Toyota: Hitting the Hybrid Accelerator and Towing Suzuki and Mazda in Its Wake
The Nikkei announced this morning that Toyota Motor (7203 JP) was considering opening up its portfolio of hybrid patents for outside use, possibly...
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WABCO Confirms Being a Takeover Target of The Private German Auto Parts Maker, ZF
Last morning the listed brake supplier, Wabco Holdings (WBC US) confirmed that it is in takeover talks with one of the leading auto parts suppliers...
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Auto Earnings: Positive Toyota/Mazda, Negative Subaru/Suzuki
On a relative basis we have been positive on Toyota Motor (7203 JP) Â and negative on Subaru Corp (7270 JP) Â since early 2017 as we consider...
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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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