HIS (9603) Inbound Travel to Japan Recovering Fast
1H was much worse than expected (Y6.2bn, -27%) but 3Q in isolation was said to be in line. Still the full year operating profit forecast of Y20bn...
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HIS (9603) Is Still Traveling
The key drivers to profits are really travel by Japanese overseas and the Huis Ten Bosch group. A small but growing business servicing overseas...
243 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
2k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
361 Views