U.S. July Auto Demand: SAAR and Incentives Up, Production Down
July SAAR edged up sequentially to 16.7m units from 16.5m units in June despite a 4% volume drop owing largely to one less selling day in July 2017...
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Honda Motor: 1QFY17 Motorcycle Driven Earnings Growth
Honda 1QFY17 results did overall slightly surprise.Honda had an uneventful 1st quarter with significant recovery in motorcycle sales. At this time...
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The Cheapest and Most Profitable Tire Company in the World: Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
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Nissan Motor's Q1 Results Below Consensus on Bad Mix in Europe & US
Nissan announced a weak start to FY17, with Q1 operating profit (OP) of Y153bn, undershooting consensus estimates of Y173bn by 11.6%. Recurring...
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JAPAN PASSIVE: The BOJ and Japan ETFs
Just under a year ago I wrote a piece about the BOJ's ownership of Japan ETFs called JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See...
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