The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
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Suzuki: Exclusive Chief Engineer Meeting Take Away
Recognition of Independent ResearchWe were invited to a small meeting of sell-side Analysts with Suzuki Chief engineers to discuss current and...
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Suzuki Motors Cruises at Top Speed
In our previous note, A Closer Look at Suzuki’s Automobile Operations in India, we examined Suzuki Motor Corporation’s (Suzuki) prospects in India,...
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