Toyota: Visit to Toyota City/Aisin Points to Fading Optimism for a China Recovery
We visited Toyota Motor (7203 JP) and Aisin Seiki (7259 JP) on Wednesday to assess conditions the companies were experience in China and the US as...
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May U.S. Auto Demand: 17.4m Unit SAAR Reflects Rising Incentives over Memorial Day Weekend
Light Vehicle SAAR in May came in at 17.4m units (+6.1% MoM, +1.2% YoY) which was stronger than consensus expectations. YTD average SAAR remains...
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🇯🇵 JAPAN • Market Update - Retesting the Low
INAUSPICIOUS - Since the beginning of the Reiwa era (令和時代), Japanese equities have fallen by 6.1% and have seen only six 'up' days out of the...
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China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
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🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
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