'Model AA' Shares - The possible counterpoint
There are two sides to every story. The Possible Positive Counterpoint to a negative opinion on Toyota's proposed issuance of so-called "Model AA"...
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'Model AA' Shares - Good Governance Gone Bad?
After the close on Tuesday April 28, 2015, Toyota announced the board had resolved to submit to shareholders a resolution to partially amend the...
639 Views
Shortlist Of High Conviction Ideas Across China, Japan, India - January 2026
Selection of our top ideas in Japan, China, and India based on bottom-up triggers.These include Yadea,Midea,Haier, Gree Electric, Mazda Motor,...
440 Views
Nissan Motor Placement - Discount Is Enticing but Track Record and Momentum Aren’t Great
Mercedes-Benz Pension Trust aims to raise around US$330m via selling its 3.8% stake in Nissan Motor (7201 JP). In this note, we run the deal...
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CIT Saves the World from Tariffs, but Not Mazda (7261)
Mazda faces existential threat. Court ruling nullifies Trump's reciprocal tariffs but leaves auto tariffs at 25%. Markets have not begun to...
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