June 2018 US Automotive Sales: Where Light (Trucks) Is, There Is S(Sedan)Hadow.
US SAAR for June 2018 came in at 17.47 million vs. 16.7 million for June 2017 and 16.91 million for May 2018Overall Industry incentives went up...
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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Nissan Motor (7201)--Is the Worst Factored In?
Nissan appears set to announce horrible quarterly results on July 27th. Given that global sales for April and May, combined, appear to be down -3%...
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Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
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Subaru: Breaking Down and While Aug MTP Is Upside Risk, Dividend May Need to Be Cut
With Subaru Corp (7270 JP) installing a new management team on Friday following the series of quality related scandals involving unqualified...
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