Aisin Seiki – China Inventories Normalised
We visited Aisin Seiki last week to assess inventory levels in China, check on the progress of productivity improvements and discuss the strategy...
612 Views
Denso – The Future CASE Landscape as the Hitachi-Honda Group Merger Takes Shape
We visited Denso last week to discuss the company’s CASE strategy and to assess the prospects for a margin rebound as its investment ramp period...
522 Views
Keihin: Tender Offer Is Reasonably Valued
This insight follows our previous insights on the Honda parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the Honda Group...
540 Views
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...
533 Views
Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?
Hitachi Ltd (6501 JP) Hitachi announced that its Automotive Systems company, along with three Honda Motor (7267 JP) Keiretsu Group companies, are...
861 Views