Hyundai Motor Bull Break Points on a Weaker KRW
We have built a case for a stronger USD cycle rolling into Asian FX with the Korean Won next in line to inflect after the Singapore dollar. We are...
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April 2018 US Automotive Sales: Passenger Car Is Seeing a “Global Financial Crisis” Selling Rate
US SAAR for April 2018 came in at 17.17 mil vs. 17.04 million for April 2017 and 17.48 million for March 2018Most brands continued with their March...
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The Week That Was in North Asia @Smartkarma:
This week saw 190+ insights published on Smartkarma Friday noon to Friday noon (there have been an additional 35+ published since Friday noon)....
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Last Week in Event SPACE: Alpine, Hyundai Motor, Sprint, Infratel, ASM
Last Week in Event SPACE ... The share swap ratio is simply egregiously bad arithmetic on the part of Alpine Electronics Inc (6816 JP) and Alps...
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KRW Likely To Resume Mild Cyclical Weakness In The Near-Term - Hyundai Motor Is Our Pick
KRW tends to follow a cyclical pattern in response to global growth momentum. But trade tensions appear to have disrupted the pattern in Q1 2018....
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