Dongfeng Motor Group (489:HK)- Too Cheap to Ignore
Dongfeng Motor Grp Co Ltd H (489 HK) is the second largest automobile producer in China. Since 2013, it grew combined sales at subsidiaries and...
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Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
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Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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StubWorld - Set-Up & Unwind Extremes:Â Renault, Kingboard
This week I briefly look at recent bifurcations in:Â Renault SA (RNO FP)Â wherein the French government reduced its stake to 15.1% from...
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Peugeot-Opel Merger: Implications for Western European Car Market and Industry Production
Peugeot SA has agreed to take over the Opel/Vauxhall brand from General Motors (GM), with the deal valued at EUR2.2 billion. Both companies are in...
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