YTD China SAAR Impressions: Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. However, March SAAR of 27.0m units showed...
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Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
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Looking Towards FY3/18 - New Overall Japan OP Expected to Grow 8% in the Coming Year....
With full-year Earnings Season basically over, we put together some aggregate numbers to see how Japanese companies did and what is the new...
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Nexon... When Saving Money Is Not in Investor Interests, Only Management's
The Japanese stock market is replete with companies that never quite deliver on their potential. Some seem to just miss the target time after time,...
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The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
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