Last Week in Event SPACE: Yahoo Japan, Hyundai Motor, APA, Anta, Investa Office, Melco, LG Plus
Last Week in Event SPACE ... The chance that in the next few months Yahoo Japan (4689 JP) gets out of its longer-term Overhang-Driven Funk is...
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Elliott Mgmt's Proposal #2 for the Hyundai Motor Group - Timing & Trying to Find the Middle Ground
It has been a few days since Elliott Management's second proposal to Hyundai Motor Group to accelerate its corporate reforms became publicly...
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Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
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August US Auto Demand: 16.7m Unit SAAR Not Surprising...but Shouldn't Buyers Be Front Loading Now?
August SAAR came in at 16.7m units, down by 0.3% sequentially but up by 0.9% YoY. There are several factors that make apples to apples comparison...
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July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
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