US Auto Demand in August: Strong U.S. SAAR Driven by Labor Day Weekend Kickoff
August SAAR of 17.07m units (+0.8% YoY, +1.1% MoM) were driven largely by two factors according to our observations: Rising incentives and the...
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Korea Short Interest - SillaJen Tends to Zero
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 30 August.Current...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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HMG Restructuring: New FTC Head, Union Wage Deal & Autoever Block Deals
Several 'real' indications are emerging that HMG restructuring is really around the corner. The new FTC head Cho Sung-wook is saying that her top...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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