Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
2.7k Views
Shimizu (1803 JP): Fairly Priced as Global Index Inclusion Looms
Shimizu could be added to a global index in Feb. The stock has performed in line with its peers and trades marginally cheaper. Positioning is much...
364 Views
Quiddity JPX-Nikkei 400 Rebal 2026: End-Oct 2025 Ranks
We expect the HIGH-conviction Potential ADDs to outperform the HIGH-conviction Potential DELs. Nidec is no longer part of our potential ADDs.
648 Views
Nippon Rietec's (1938) Gangbusters TOPIX Inclusion
On 19 February, we published an insight on the just-announced news of small cap Nippon Rietec (1938 JP)'s ascension to the TSE's First Section....
691 Views
Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.5k Views