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
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...
534 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...
500 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...
349 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