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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Mazda Vs. Suzuki: The Contrarian View
Since the beginning of 2017 the Mazda-Suzuki share price ratio has halved as Suzuki shares have risen 40% (as much as 64% at one point) and Mazda...
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MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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