1H Toyota Suppliers: A Mix of Disappointments and Improvements
Last Thursday, most of the Toyota Motor (7203 JP) group companies released their earnings results for 1HFY03/20. This Insight compares the 1H...
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Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?
Hitachi Ltd (6501 JP) Hitachi announced that its Automotive Systems company, along with three Honda Motor (7267 JP) Keiretsu Group companies, are...
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Japan - Shorts Cover as Market Rallies
The short notional in the market for the week ended 25 October is US$26.82bn (down by US$0.91bn) with the largest short positions in Itochu Corp...
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Japan Shorts - Big Covering in Consumer Staples
The short notional in the market for the week ended 18 October is US$27.73bn (down by US$0.51bn) with the largest short positions in Itochu Corp...
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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