Korea Stock Market Monthly Recap #32 (January 2019)
Korean stock market surged in January with KOSPI up 8% this past month. KOSPI was led by the market leaders including Samsung Electronics (005930...
393 Views
Kumho Tire (073240): Tough Times Ahead Still...
Weak car sales in China, Nissan's removal of Carlos Ghosn, Akebono Brake Industry share price plunge - facts that make everyone cringe at the sound...
409 Views
Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
745 Views
China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
518 Views
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...
569 Views