The Week That Was In North Asia@Smartkarma: Celltrion, Autos, Trump & North Korea
This week's Week That Was in NorthAsia@Smartkarma is again separated by vertical. Lots of interesting things in macro-land, and ECM-related. And...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
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February 2018 US Automotive Sales: Sliding Down a Slippery Slope
US SAAR in February 2018 was 17.08 mil vs. 17.45 million in February 2017 and 17.16 million in January 2018The recent trend of trading margins for...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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