Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Sandhar Technologies IPO: Make Hay While the Sun Shines
Sandhar Technologies is a component supplier to the automobile industry in India, specializing in safety and security systems. The company...
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Mazda Motors: Stock Primed for Spark Controlled Compression Ignition
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bullish on Mazda. In this follow up note, we take a deep dive into Mazda’s...
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The Week That Was In North Asia@Smartkarma: Celltrion, Autos, Trump & North Korea
This week's Week That Was in NorthAsia@Smartkarma is again separated by vertical. Lots of interesting things in macro-land, and ECM-related. And...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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