Chiyoda: JPY2.5trn in Potential Orders, JPY220bn in Market Cap and a SPERActacular Future
Chiyoda Corp (6366 JP)'s performance has been lacklustre in the last few months following the announcement of additional losses on the Cameron LNG...
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August 2018 US Automotive Sales: Segment Migration Wave Accelerating
US SAAR for August 2018 came in at 16.72 million, which is flat to the 16.77 million for July 2018 and the 16.58 million for August 2017SAAR has...
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August US Auto Demand: 16.7m Unit SAAR Not Surprising...but Shouldn't Buyers Be Front Loading Now?
August SAAR came in at 16.7m units, down by 0.3% sequentially but up by 0.9% YoY. There are several factors that make apples to apples comparison...
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Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
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What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
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