Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
754 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
801 Views
Nissan/Renault: French State Intervention
After the mid-November arrest of Nissan Motor (7201 JP) and Mitsubishi Motors (7211 JP) Chairman and Renault SA (RNO FP) CEO Carlos Ghosn shocked...
1.1k Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
898 Views
Nissan Motor--What Happens if Nissan & Renault Both Owned 25% Stakes in Each Other?
At the moment, there is little hope of a long-awaited merger between Nissan and Renault, as Nissan's top management had its Chairman, Carlos Ghosn,...
588 Views