A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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June China Auto Sales: A Stronger 1H17 over 1H16
Based on the news headline numbers of 1.8M units of PV sales and 400k units of CV sales, implied SAAR in June comes to 26.9M units, down from the...
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Japan Autos - Cars for Camembert
Current negotiations between Japan and the EU in Brussels should result in a trade deal benefiting Japan’s auto exports to the EU. EU import...
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Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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