The Autobot Update (April V1): New Safety Rules...Gulp!
Introducing the Autobots. Since Toyota supplies monthly updates to varying degree, we are making the Thai auto update a regular piece. Just to...
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Why Does the Sell-Side Prefer Honda?
US SAAR in March was weaker than expected and down from 17.58 in Feb. 2017.Industry Incentive spending is up 14.6% yr/yr according to...
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The Week That Was in NorthAsia@Smartkarma - Japanese Autos, Toshiba, Lineage and Accordia Golf Trust
JapanAre Honda and Nissan's Brands Overrated?Noriaki Hirakata, CFA examines perceptions vs. reality in Are the Japanese Brands Still Competitive?...
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Nissan's Cheap Valuation Offset by Cyclical and Trump Tax Risks
Nissan Motor Co Ltd (7201 JP) has been one of the fastest growing automotive brands over the last 6 to 7 years, becoming the fastest growing brand...
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Honda: Cheap Valuation but Muted Growth Prospects Make Us Favour Toyota
With US SAAR trending at very high levels and Chinese auto incentives expiring, Honda Motor Co Ltd (7267 JP) is now down 30% from its 2015 high....
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