Bridgestone Visit: Price Hikes Passing Smoothly at Mid/High End Though Low End Is Competitive
We visited Bridgestone Corp (5108 JP) on Friday and found conditions to be relatively healthy overall. Risks remain for the major N. American...
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Industrial Capsule: Rubber Products in Japan
OverviewThe industry’s production value declined in 2016, largely due to shrinking production output of tyres and other rubber products. Production...
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Bridgestone's Q2 Results & FY17 Upward Revision Are Lackluster
Bridgestone's Q2 operating profit (OP) of Y99.2bn came in 9% below consensus estimates and 8% below the company's target. Relative to Q2 of FY16,...
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The Cheapest and Most Profitable Tire Company in the World: Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
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Hankook Tire: The Cheapest and Most Profitable Global Tire Company with Multiple Catalysts (Part 1)
Hankook Tire (“HKT”) is one of the few truly “global champion” companies in Korea, alongside Samsung Electronics and Hyundai Motors with strong...
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