SUBARU: 1QFY17 Better Looking Result with Disappointing Details
1Q FY17 results look better than ones in Nikkei Preview but earnings quality is an issueActual operating profit in 1QFY17 was around 120 billion...
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July 2017 US Automotive Sales: Japanese Brands Got More Aggressive than Detroit Guys
US SAAR in June was 16.77 mil vs. 17.83 mil in July 2016 and 16.70 mil in June 2017Japanese brands are reported to defend their market share in the...
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The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
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Auto Sector Read Through From Strong Mitsubishi Results/Mazda Preview
Today saw strong performance among Japanese autos with many stocks in the sector up about 1% and Mitsubishi Motors Corp (7211 JP) and Mazda Motor...
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August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
556 Views