Wacoal and Descente Agree Partial Merger to Head Off Itochu
Wacoal and Descente will begin a close collaboration and cross-shareholding relationship in a deal that could lead to the creation of the biggest...
708 Views
Wacoal (3591) Overdone in the Short Term
This makes bras and underwear. It is Japan’s leading maker with 25-30% of the domestic market. 60% of sales are domestic. It has fully consolidated...
126 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
1.8k Views
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
685 Views
Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
215 Views