Rate Hike by Delivery Companies and Growth in SEA Serve as Shot in the Arm for Hino Motors
GrowthRate Hike by the Logistic Sector Likely to Lend Support to Hino’s Light-Truck Sales GrowthYamato Holdings Co Ltd (9064 JP), in October 2017,...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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Investors Need Capable and Maybe a Bit Lucky Automotive Analysts for Japan Equity Investments
We deeply respect our fellow insight provider at Smartkarma and it is beneficial for our clients to observe us having discussions in regards to...
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Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
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