Solid Fundamentals Will Absorb the Stagnation of Tesla Model 3; Retain Panasonic FVE of JPY 1,950
We are impressed with Panasonic Corp (6752 JP) for raising its operating income guidance to JPY 350 billion from JPY 335 billion for fiscal 2018...
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Sharp (6753)--Q3 OP Reported to Be 12% Above Consensus
Sharp's Q3 OP appears to have come in at Y29.6bn (+60% YoY) according to a January 27th earnings preview in the Nikkei Shimbun. Revenues...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Electrification/Autonomy Trends Begin Reshaping Global Auto Sector…
Last month saw a spate of key auto sector news flow, from Honda and SenseTime collaborating on self-driving to BMW acquiring a solid state battery...
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