Tariff: New World Order?
​Tariffs could shift global trade dynamics, favoring domestic-focused companies and potentially leading to the formation of new trading blocs.
329 Views
Suzuki Motor Placement - Not the Best Time for a US$1.15bn Deal. It Will Be a Long Week.
Tokio Marine Holdings (8766 JP) and Sompo Holdings (8630 JP) aim to raise around US1.15bn (including over-allotment) via selling around 5% of...
618 Views
Foxconn's Huge EV Bet Pays Off: Key Mitsubishi Win Could Spark Additional Automaker Deals to Come
​Mitsubishi Motors to outsource EV production to Foxconn, boosting credibility of Foxconn's EV strategy and potential for more OEM partnerships.
1.1k Views
BYD US$5.2bn Placement - Large Only in Absolute Size, past Deals Have Done Well
BYD (1211 HK) is looking to raise around US$5.2bn via selling 4% additional shares. In this note, we run the deal through our ECM framework.
916 Views
Tech Supply Chain Tracker (21-Feb-2025): Honda-Nissan merger drama as Renault strengthens ties.
The auto industry is in flux with the Honda-Nissan merger drama, Renault-Geely alliance, and Trump's criticism of Tesla, while AI, edge computing,...
450 Views