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...
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Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
491 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...
771 Views
Sharp: TOPIX Exclusion an Interesting (Albeit Scary) Opportunity
In my recent piece on the Nikkei 225 changes, I quickly moved to say the Yamaha Motors (7272 JP)  Nikkei 225 inclusion was non-negligible. The...
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Yamaha Motors: Nikkei 225 Change Non-Negligible
Yesterday after the close, the Nikkei announced some changes to the Nikkei 225 Average.The Nikkei Index/Average Changes: Sharp Corp will be...
511 Views