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...
208 Views
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...
153 Views
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...
536 Views
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...
165 Views
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...
371 Views