Shimano (7309) | Time for the GCs
Concerns over a normalisation post Covid are overdone. The long-term growth in cycling is driven by environmental and health reasons. Upcoming VAT...
372 Views
Shimano (7309 JP) | EU Tax Cuts Keep Cycle Boom Rolling
EU regulation will drive huge growth in the bike market over the next several years and Shimano is uniquely positioned to benefit.
435 Views
Shimano (7309): Bumpy
China lockdown also impacts Shimano negatively. When PE has dropped more than the share price it is followed by a sideways movement of the share...
581 Views
Japan Consumer Discretionary: Benefiting from China's Downfall
Against a backdrop of plummeting exposure in China Consumer Discretionary stocks, active Global managers have pivoted towards the Japan Consumer...
345 Views
Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
337 Views