Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
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Japan Display (6740)--Turnaround on IPhone 9 Looking Good
Japan Display Inc. (JDI) appears to be ahead of schedule for achieving its highest level of profits in FY3/19 since its IPO in 2014. With Q1 OP...
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Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
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Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
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Hankook Tire Update - P/B at 60% Discount to Peers Due to Transient Issues
In this insight, we will go through in-depth Hankook Tire's 3Q17 results with added commentary provided by HKT's investor relations based on my...
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