Earthquakes Once Again Freeze Toyota's Japanese Production but We Are Not Worried Yet
Toyota manufactures about 40% of its global production in Japan, which tends to be a smart move in light of a historically weak yen.However, in...
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Baoxin Pre-Conditions Remaining: SAFE, Sales? And Signatures
On March 24th after the close of trading, Baoxin Auto Group Ltd ("Baoxin")and China Grand Automotive Services Co Ltd ("CGAS") released a Joint...
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Faulty Takata Air Bags Will Remain a Storm Cloud for Honda for a Long Time.
We are lowering our fair value estimate to JPY 2,635 per share from JPY 3,284.The change is from the yen strengthening against the dollar since our...
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Kinugawa Rubber: Unfortunate Deal
The Nikkei newspaper carried an article Friday morning telling the world Kinugawa Rubber Industrial would be taken private through a tender...
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Baoxin: CGAS Offer Update, Fair Value, And Arb Grids
Of recent there have been a few tidbits of news, but still no document. A short recap follows.In recent days we have had... an update on...
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