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...
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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
DRB Hi Com: Winner in COVID-19 Malaysian Auto Segment
The Malaysian auto sector rightly suffered during Q1 2020 due to the COVID-19 induced Movement Control Order (lockdown), forcing various...
443 Views
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
527 Views
What Is Getting Blown Out of Portfolios Before the Long Weekend in Japan?
We previously highlighted the strong skew between names which have a heavy weighting in Topix vs. those which have a heavy weighting in the Nikkei....
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