Auto Earnings: Positive Toyota/Mazda, Negative Subaru/Suzuki
On a relative basis we have been positive on Toyota Motor (7203 JP) and negative on Subaru Corp (7270 JP) since early 2017 as we consider...
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US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
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Subaru: Continuing Quality Issues and Employee Suicide Point to Sustainability Issues
Our thesis on Subaru has maintained for some time that margins were inflated due to under-spending and that these costs would surface in one form...
643 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Nissan Motor: Charting the Ghosn Supremacy
In the light of recent events, this insight reviews the history of Carlos Ghosn's tenure in various roles at Nissan Motor (7201 JP) in chart format...
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