Equity Bottom-Up: Renesas Electronics, Keyence Corp, Hitachi Construction Machinery, Tesla Motors, ZOZO Inc, Shin Etsu Chemical, Xinjiang Goldwind Science & Technology H, Asahi Group Holdings, Advantest Corp and more

News Snapshot:

In today’s briefing: - Renesas – Like We Said… Accelerating - Keyence – Just Built Different - HCM – Obvious Blowout Is Obvious… Just Not to the Sell Side - Tesla Motors: Record Exposure, But Still Under-Owned - Zozo – Q4 21 Results Reaction: Mixed but Underlying Consumer Growth Remains Solid - Shin-Etsu – FY23 Could Put Shin-Etsu Within a Step of ¥1trn in OP - Zozo – Operating Leverage Apparently Less Fun On The Downside - Xinjiang Goldwind (2208 HK): Key Takeaways from 1Q22 Call - Asahi Raises Domestic Beverage Prices: Elastic “Beer” Demand Makes the Price Hike Unfavourable...