The Week That Was in North Asia 🇰🇷 🇯🇵: Nexon, Japan CVS/Drugstores, Nissan/Renault, KOSPI Rebal
This past week saw a few dozen insights published on Smartkarma with regard to North Asia, with a whole bunch in the IPOs and Placements category...
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April U.S. Auto Demand: 16.4m Unit SAAR Suggests Strong SAAR in March May Have Been a One-Off
From February's SAAR of 16.57m units, March SAAR had jumped to 17.45m units before settling down to 16.4m units in April (-6.0% MoM, -4.3% YoY). ...
469 Views
Toyota: Hitting the Hybrid Accelerator and Towing Suzuki and Mazda in Its Wake
The Nikkei announced this morning that Toyota Motor (7203 JP) was considering opening up its portfolio of hybrid patents for outside use, possibly...
630 Views
Nissan: Atrocious Governance Should Be Rectified Before Even Thinking of a Merger
Today Nissan Motor (7201 JP) released its report from the Special Committee for Improving Governance. The FT also reported that Renault SA (RNO FP)...
583 Views
Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
769 Views