Renesas 1Q25: Cheap Stock That’s Bottoming Out
Despite declining revenues, Renesas is showing signs of margins improvement due to increased end-demand and low utilization, making the stock a...
406 Views
Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final
Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...
159 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...
1.3k 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 ¥600bn to...
1.2k 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...
507 Views