Denso: Weak 4Q FY03/20 Resembles GFC Times- Is Recovery Around the Corner?
Denso Corp (6902 JP) released FY03/20 results last Thursday, which were weak but weren’t particularly disappointing. Revenue and OP both declined...
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Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
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What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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A Weak 3Q For The Toyota Suppliers; Coronavirus Outbreak to Risk Earnings for FY03/21E As Well?
Last Friday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 3QFY03/20. This Insight compares the 3Q...
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