Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
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Online Retail Boom and Autonomous Car Sensors Transforming Robotics…
The huge investment being made in autonomous vehicles will dramatically boost the use of robots in new sectors, as sensors such as Lidar give them...
472 Views
Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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Aequitas: Toyota Motors Cross-Shareholding - Possible US$19bn Unwind, Might Not Be Soon
As per media reports Toyota Motor (7203 JP) (TMC) could be planning to unwind some of its US$19bn cross-shareholding by working with financial...
616 Views
Daifuku (6383 JP): Global Automation Leader with Structural AI Tailwinds
​Company expanding AI-driven logistics and semiconductor cleanroom solutions, with projected earnings growth and justified structural premium.
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