🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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Nissan: Production Cut May Presage Dividend Cut Opening Up Downside
The Nikkei reported this morning that Nissan Motor (7201 JP) will cut global production by 15% for the coming FY03/20. Domestic production will...
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February U.S. Auto Demand: Lower Incentives for Lower SAAR?
February SAAR sequentially weakened to 16.6m units from 16.7m units in January 2019, and declined on YoY basis from 17.0m units in February 2018. ...
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Subaru: Another Month, Another Recall
Subaru Corp (7270 JP) issued yet another recall notice last night, this time for the Impreza and Forester due to faulty brake lights. The recall...
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Japan: Fortnightly Update: Past the Peak
PEAK CYCLE EARNINGS - In our Winter Results & Revisions Flash Insight of yesterday, we noted that Japanese listed corporate earnings, after...
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