Subaru: Continuing Quality Issues and Employee Suicide Point to Sustainability Issues
Our thesis on Subaru has maintained for some time that margins were inflated due to under-spending and that these costs would surface in one form...
828 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
549 Views
Nissan Motor: Charting the Ghosn Supremacy
In the light of recent events, this insight reviews the history of Carlos Ghosn's tenure in various roles at Nissan Motor (7201 JP) in chart format...
1.4k Views
2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
551 Views
Japan Fortnightly Update: Watch Out Below
SHORT-LIVED - Over the last two weeks, Japanese equities marched back up and then promptly fell back down, losing 1.5% over the period. We remain...
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