Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
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SUBARU: Expected but Still Deep Negative Surprise
Announced FY16 result was only slightly lower than the market consensus but FY17 guidance was a strong negative surprise.While Nikkei Preview on...
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Toyota's FY17 Guidance Could Be a Catalyst for a Rally
Toyota is seen as one of the most boring auto stocks within a very unloved sector at the moment. Compared to rivals, however, prospects for this...
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The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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