Yamaha Motor – Lowballing Guidance on Material Costs
Yamaha’s FY OP generation was ¥182.3bn, right in the middle of our ¥180-185bn estimate and 2022 guidance was more or less in-line with consensus....
340 Views
Toyota – Revving Up the Hydrogen Engine
Toyota has been working on not just fuel cells but also hydrogen engines and is now partnering with Mazda, Subaru, Yamaha and KHI to potentially...
421 Views
Yamaha Motor – Comfortable Beat of Consensus on the Cards
Yamaha Motors posted a strong 3Q with OP 35% higher than consensus estimates despite no significant beat at the top line and consensus is...
257 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
364 Views
Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
319 Views