Toyota – Isuzu Re-Tie-Up Drives Further Japanese Consolidation
We believe the tie-up between Isuzu and Toyota is an indication that the Japanese auto sector will continue to consolidate around Toyota as we have...
497 Views
Asia Short Interest: Lenovo, AIA, Nongfu, Wuxi Bio, Toshiba, Freee, Canon, Samsung, Celltrion, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
385 Views
JAPAN FLOW: Foreign Investor Flows Still Matter (Redux, Reduxed) - Playing Catchup
The Japanese market has unusual flow cyclicality. Foreigners take price. They have been net sellers. They buy when USD-denom TOPIX outperforms....
481 Views
Entering the Growth Mode
MICRO is one of the leaders in hire purchase (HP) financing for used trucks. The IPO will enhance the firm's 2020-22E earnings growth, enabling it...
89 Views
Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
590 Views