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...
668 Views
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%...
541 Views
Valuetronics: Blame the Dutch
Valuetronics Holdings Ltd (VALUE SP) reported FY2018 results which basically met consensus estimates but were not enough to reignite interest in...
358 Views
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...
237 Views
Two More Acquisitions on the Way for Motherson Sumi
We had previously mentioned that Motherson Sumi Systems Ltd (MSS IN) is on the lookout for further acquisitions, and that the company expects...
602 Views