Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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November 2017 US Automotive Sales SAAR Further Slowed to 17.48 Million: Struggling to Grow
US SAAR in November was 17.48 mil vs. 17.71 million in November 2016 and 18.09 million in October 2017The replacement demand for the damaged...
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Most Popular / Unpopular Japanese Names in November...
15 Japanese names had 2 or more upgrades in November. Fast Retailing Co Ltd (9983 JP) is the largest name by mkt-cap to make the list and it had 3...
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Honda: Company Visit Takeaway (Nov. 2017)
We visited Honda IR this week to discuss various strategic issues We also visited Honda IR a few months ago to explain SK platform and that time,...
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SUBARU：CFO Small Meeting Takeaway
Today Nov 22nd we were invited by the CFO of SUBARU to a relatively small but disclosure wise quite important meeting along with other sell-side...
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