Primer: Bridgestone Corp (5108 JP) - Sep 2025
Global Market Leader with Strong Financials: Bridgestone is a dominant player in the global tire market, holding a significant market share of...
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Mizuho Cross-Shareholding - US$11bn of Cross-Shareholding, with at Least US$2bn to Sell over FY24-26
Following up on our earlier cross-shareholding notes, in this note we look at Mizuho Financial Group (8411 JP)'s cross-shareholding.
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July TOPIX FFW Rebal - Bigger Than Expected
The TOPIX July FFW Review is more interesting than it would appear at first glance. There are some trades to do too. Watch Rakuten, Nippon Paint,...
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Tire Industry Faces Over Capacity As Mid Range Players Build Factories
There is a lot of uncertainty around the ongoing tire demand and supply situation. The first thing to note is that while demand is growing...
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China’s Tire Sector Shifts To Next Gear In Global Consolidation
China’s tire industry is entering a new phase, coupling sustained volume growth with deeper consolidation, brand elevation, and strategic...
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