US Autos: Looking Back on 2018 and Musing on 2019
FY2018 light vehicle demand in the U.S. came in at 17.3m units, vs. what we had been forecasting since 1H18 to be mid-high 16m unit SAAR...
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Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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Korean Government and Hyundai Motor Group's Grand Ambitions to Expand Hydrogen Fuel Cell Vehicles
On December 18th, the Korean government announced numerous measures to reduce fine dust levels, including a significant increase in the number of...
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Hyundai Motor & Hyundai Mobis Pair: Owner Buying Mobis May Create Divergence in Favor of Motor
Hyundai Motor Co (005380 KS) and Hyundai Mobis (012330 KS) are way more correlated than what internal sales dependency suggests. Their 2Y...
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Last Week in Event SPACE: ANTA, Japan Display, Pioneer, Naspers, Huatai, Red Hat
Last Week in Event SPACE ... The reward/risk is pretty decent on the Anta Sports Products (2020 HK) /Amer Sports Oyj (AMEAS FH) trade. A rumoured...
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