Yamaha Motor – What a Turnaround
Yamaha Motor's earnings trend received a significant boost in 3Q and the company boosted guidance by 3.5 times. This is likely to surprise the...
318 Views
India Autos | Auto Tracker for August - YoY Volume Recovery
This insight is a sequel to our monthly auto tracker insights. It covers the performance of the auto sector in India for the month of August,...
467 Views
🇯🇵 JAPAN • Results & Revisions 28th May - Nissan, Nikon & Toray
LIMPING HOME - 42 companies reported results on Thursday of which 32 were for the full-year. Of these, 38% made FY2021 forecasts of which only...
387 Views
Taking Stock of the Almost Excessive Alpha Generation From TOPIX-Nikkei Skew Trades
Since the 17th of March we have published several notes regarding skews in performance between names that have heavy weights in TOPIX vs. those...
498 Views
Japan Long Weekend Portfolio Blowout Theme Is Working Quickly
On Thursday we highlighted a number of stock pairs that had seen extreme levels of relative performance dislocations, speculating that this was due...
447 Views