Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
731 Views
Unloved Japan Round Up Jan. 3: Set Up for A Banner Year?
An uptick in TOBs, MBOs, and mergers​ creating the best environment for deep value turnarounds in a long time. Dozens of discounted stocks started...
1.6k Views
Toyota Group Cross-Holding Structure Primer - Holdings, Unwind Progress, Buyback Policies, Etc
8mos past the first large Toyota Group selldown in Denso (i.e. past lockup). Others have followed since. Toyota Inds and Toyota R.E. have ÂĄ600bn to...
1.8k Views
Japan Morning Connection: Wolfspeed Out of Chapter 11 as Expected and Stock Rallies 1726%
Markets largely shake off shutdown concerns with memory exploding higher, watch 285A Kioxia. Toray may get a leg higher when China confirms...
891 Views
Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
​Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
475 Views