Gree Electric: Positive Sentiment Regarding Stake Sale Already Priced In; We Remain Conservative
Gree Electric Appliance’s share price has rallied 9.1% over the last one month to CNY64.34 per share from CNY58.99 per share. In our previous...
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Shanghai/Shenzhen Connect Flows: $3bn Inflows Ahead of Phase 1 Trade Deal
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
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Renesas – Short-Term Gains May Be Exhausted
We spoke to Renesas yesterday to assess demand conditions among its various end markets as well as inventory conditions, particularly in China. The...
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Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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