Subaru: Downward Revision Not Conservative, Next Year Could Be Even Worse
We first wrote on Subaru in Subaru Set to Exceed 1m Unit Sales With Industry Leading Margins. Time to Short? on Apr 20th noting that rising...
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October 2017 US Automotive Sales SAAR Slowed to 18.09 Million: Incentive Drive to Continue
US SAAR in October was 18.09 mil vs. 17.87 mil in October 2016 and 18.57 mil in September 2017Sales to replace the damaged vehicles by the Tropical...
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Tokyo Motor Show: A Small and Cozy Regional Show
Media represented the Tokyo Motor Show as an EV show this termWe think it is neither an international nor an EV show. This is just a cozy and small...
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Nikkei Earnings Preview：Mazda and SUBARU
We expect these previews to disappoint the marketThe Nikkei reported that FY17 1H OP will likely come in at around ¥75bn for Mazda and ¥220bn for...
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SUBARU Press Conference Takeaways
We came back from SUBARU press conference held at its HQ at Yebisu, Tokyo with following takeaways.What happened?In response to an inquiry from...
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