Tesla’s plans to halve EV manufacturing costs rely heavily on the increased use of gigacasting. Using massive aluminium die-casting machines to achieve this, however, is not only a major technological challenge, it requires substantial initial investments. Nevertheless, global automakers and suppliers are now exploring the possibilities of gigacasting, as the race for EV cost competitiveness is on. In this report, analyst Julie Boote outlines the benefits and challenges of gigacasting, examines ...
AISIN (JP), a company active in the Auto Parts industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 2 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date February 25, 2022, the closing price was JPY 4,195.00 and its e...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Value Remains Leadership But Defensives Improving Our outlook remains unchanged as the weight of the evidence continues to suggest a mixed, but overall constructive market. Cyclical value Sectors continue to be our favorite areas to overweight (i.e., Energy, Materials, Manufacturing, and Transportation), while defensive Sectors also continue to be worth a look (i.e., Staples, Health Care, and Real Estate). Support Levels Holding, Market Dynamics Largely Positive. Broad global indexes (MSCI AC...
Small-Caps & Reopening Stocks Remain In Focus Major global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE) continue to hold above critical support levels and market dynamics remain largely positive. Until this changes, we believe global equities are headed higher in the coming weeks and months. Additionally, we are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue. · Risks To Our Positive Outlook. As we ...
Summary Marketline's Toyota Industries Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Toyota Industries Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive br...
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,892.78 (+¥156.34/ +0.72%); Topix ¥1,760.53 (+¥14.36 / +0.82%); ¥/$106.85Tags: TDK (6762 JP), Nexon (3659 JP), Capcom (9697 JP), Bandai Namco (7832 JP), Nintendo (7974 JP), Konami (9766 JP), EA (EA US), Koei Tecmo (3635 JP), Honda (7267 JP), Hitachi Chemical (4217 JP), Ionic Materials (private), Toyota (7203 JP), NGK Spark Plug (5334 JP), Ohara (5218 JP), Aisin Seki (7259 JP), Denso (6902...
PSA Today Feb 2: Japan Market Comment by Julie Boote, Joel Scheiman and William Nestuk Nikkei ¥23,274.53 (-¥211.58/ -0.90%); Topix ¥1,864.20 (-¥6.24 / -0.33%); ¥/$109.75Tags: Sony (6758 JP), Apple (AAPL US), Honda (7267 JP), Konica Minolta (4902 JP), Fujifilm (4901 JP), Xerox Corp (XRX US), Denso (6902 JP), Aisin Seiki (7259 JP), Toyota (7203) JP, Continental (CON GR), Bosch GEMain Points• Nikkei knocked back by semiconductor, Apple supply chain concerns • Sony’s embarrassment of riches • Honda ...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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