No Comfort for Nissan and Renault from French State Move with Peugeot Holding
Analyst Julie Boote comment If the management team at Nissan was hoping that the French government would one day let go of Renault, that...
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Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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Are the Japanese Brands Still Competitive? (Quality Performance)
The Japanese brands breadth will be concentrated in three points: reliability, fuel economy performance, and marketing that does not rely...
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The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
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