Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
502 Views
Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)
Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction...
129 Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.2k Views
Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
834 Views
GM Fined for Price Fixing in China
GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...
392 Views