China Auto Sales in July: Sales up YoY, Inventory Down for 3rd Straight Month
July sales as reported by CAAM was down 9% sequentially but up 6% YoY. July SAAR reached 29.4m units, the first time since January 2017 to reach...
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NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
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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
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...
538 Views
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
154 Views