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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Toyota Motors: Cautious, but Not Conservative
FY16 results were in line with the market consensus but FY17 guidance missed market expectations.We saw a number of negative surprises during...
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Toyota Motor--Adjusting the Bearish FY17 Guidance Leads to In-Line Outlook with Consensus
Toyota's FY16 results were in line with consensus estimates, but its FY17 guidance calls for a 20% drop in operating profit (OP) and an 18% decline...
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Toyota Results In-Line, Guidance 32% Below Consensus; Did They Kitchen Sink?
Toyota released results which were in-line with analyst consensus at just below JPY2trn OP, but called for a 20% decline YoY to JPY1.6trn while...
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Subaru Guidance as Weak as Nikkei Suggested
Subaru Corp (7270 JP) announced FY03/18 guidance of JPY410bn OP as the Nikkei previewed earlier. The internals were also not particularly...
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