Nissan's Cheap Valuation Offset by Cyclical and Trump Tax Risks
Nissan Motor Co Ltd (7201 JP) has been one of the fastest growing automotive brands over the last 6 to 7 years, becoming the fastest growing brand...
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Honda: Cheap Valuation but Muted Growth Prospects Make Us Favour Toyota
With US SAAR trending at very high levels and Chinese auto incentives expiring, Honda Motor Co Ltd (7267 JP) is now down 30% from its 2015 high....
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Are the Japanese Brands Still Competitive? (Quality Performance)
The Japanese brands breadth will be concentrated in three points: reliability, fuel economy performance, and marketing that does not rely...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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