2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
298 Views
Subaru Set to Exceed 1m Unit Sales With Industry Leading Margins. Time to Short?
Stellar Performance Coming to an EndSubaru Corp (7270 JP) has had a tremendous run since the financial crisis, rising over 23x from a low of JPY223...
245 Views
US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew – Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
160 Views
China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
161 Views
Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
247 Views