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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Toyota: Revenge of the Hybrids
As the focus on EVs continues to intensify, we examine the growing penetration of the now-overlooked, humble hybrid. With its flagship bearer, the...
473 Views
JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
434 Views
Denso Raises Stake in Chip Maker-Renesas – A Move to Accelerate Its ADAS Development Further
It was reported last Friday that Denso Corp (6902 JP) has increased its stake (from 0.5% to 5%) in Renesas Electronics Corp (6723 JP), a leading...
282 Views
With the Japan Fiscal Year Soon to Be Finished, Which Names Are Analysts Still Confused About....
Over the course of each year, Analysts for the most part follow a clear pattern. In May/June they start to look at the now FY1 numbers and make...
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