Successful US-China Trade Deal and Risk-On Mood Remains
​Micron's solid numbers overshadowed by NAND sluggishness, Kioxia and Kokusai Electric affected, Renesas sees -12% after management changes direction.
746 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...
1.4k 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...
1.5k Views
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...
568 Views
Renesas Electronics Block - Well Flagged, Clean up but Momentum Isn’t Great
Denso Corp (6902 JP) is looking to raise US$940m via selling its remaining stake in Renesas Electronics (6723 JP). This is a well-flagged deal.
438 Views