Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
508 Views
EV Battery: Which One Is for You?
Comparing Samsung SDI, LG Energy Solution, and CATL in the battery business, highlighting the importance of US AMPC and alternative valuation...
118 Views
Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
539 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
589 Views
Relative Value Opportunities in Japan (8 June 2026)
Discover five pair trade opportunities across two sectors using statistical mean-reversion methodology for actionable insights.
145 Views