Monthly Archives: December 2019

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Dec 20

2020-01-10T14:10:42+00:00

Highlights this week: REPORTS: Dentsu (4324 JT) Boiling Frog Problem; Sansan (4443 JT) Initiation: Breathing New Life into Business Cards; Hitachi (6501 JT) – Adjusting EV/OP for Recent Activity; Honda (7267 JT) – Lacklustre Growth, Long-term Concerns; INDUSTRY INSIGHTS: Cyclical and structural issues in US video game market; US-Mexico-Canada trade agreement; Plus 25 additional COMPANY INSIGHTS

Dec 202020-01-10T14:10:42+00:00

Dec 06

2019-12-20T14:57:36+00:00

Highlights this week: REPORTS: Astellas to Acquire Audentes; Nintendo: Launch of Switch in China; INDUSTRY INSIGHTS: US auto sales rise in November on incentives, extra day; Signs of thaw in the robot market; 2020 iPhone rumours update; MACRO: Corporate Capex remains very healthy; Plus 19 additional COMPANY INSIGHTS

Dec 062019-12-20T14:57:36+00:00