Toyota Motor Corp (7203.T) is with over 10m units sold one of the three largest automakers in the world. The product line ranges from subcompacts to luxury and sports vehicles to SUVs, trucks, minivans, and buses. Brands include Toyota Motor, Lexus, Daihatsu, and Hino. Continue reading “Toyota Motor – Ready for a New Era of Mobility”
China Sunsine Chemical Holdings Ltd (CH8.SI) has been one of our favorites since early 2017. Since our first recommendation, the world’s largest producer of rubber chemicals gained more than 90 percent and remains still a bargain. Continue reading “China Sunsine Chemical – Still a Bargain”
PCI Limited (P19.SI) is a leading provider of electronics manufacturing services (EMS) to the high tech industry. The company started over 40 years ago as a printed circuit board manufacturer in Silicon Valley. Today, PCI serves blue-chip customers such as Motorola, Xerox, Tecom, Roche, Qualcomm, Lucent Technologies, Philips, and Bosch.
Continue reading “PCI – Against The Downtrend”
Samsung SDI Co. Ltd (006400.KS) is a leading manufacturer of rechargeable batteries for the IT industry, electric cars, and energy storage systems. The company furthermore produces cutting-edge materials used to manufacture semiconductors, displays, and solar panels. Continue reading “Samsung SDI – Investing in Key Technologies”
Lenovo Group Ltd (0992.HK) has been the world’s largest PC vendor until 2016. Now surpassed by HP, Lenovo has still a global market share of over 20 percent. The company has one of the world’s most comprehensive portfolio of connected products, including smartphones (Motorola), tablets, PCs (former IBM’s ThinkPad, Yoga, Lenovo Legion) and workstations. Continue reading “Lenovo – Signs of a Turnaround”