Mazda (7261) Update--On Fragile Ground
Mazda's sales in North America appear to be on a tear, with January vehicle sales up +14% YoY and February up by another +11% YoY. Unfortunately,...
136 Views
The Week That Was In North Asia@Smartkarma: Celltrion, Autos, Trump & North Korea
This week's Week That Was in NorthAsia@Smartkarma is again separated by vertical. Lots of interesting things in macro-land, and ECM-related. And...
138 Views
Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
133 Views
February 2018 US Automotive Sales: Sliding Down a Slippery Slope
US SAAR in February 2018 was 17.08 mil vs. 17.45 million in February 2017 and 17.16 million in January 2018The recent trend of trading margins for...
119 Views
Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
127 Views