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...
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Auto Sector Read Through From Strong Mitsubishi Results/Mazda Preview
Today saw strong performance among Japanese autos with many stocks in the sector up about 1% and Mitsubishi Motors Corp (7211 JP) and Mazda Motor...
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My Test Drive of Tesla & A Significant Increase in Govt Subsidies for EVs (Including Tesla) In Korea
This is a report about my test drive of Tesla and the significant increase in government subsidies for Tesla and other EVs in Korea. It has been...
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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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June U.S. Auto Demand Below 17M Units SAAR: Revising Down 2017 Expectations
U.S. SAAR came in at 16.5M Units for 1H17 average of 17.1M units, from FY16 light vehicle demand of 17.5M units. D3 discussions of June sales...
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