Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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Hyundai Motor Group Restructuring Update - Revised Plan Summary
We had another interesting day yesterday. Samsung made a headline with its jaw-dropping investment size (a total ₩180tril). Samsung Biologics Co.,...
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Updates on Korea's Chaebol Reforms - Proposed Revisions of the Fair Trade Act Were Specified
On 6 July 2018, a public hearing on proposed revisions of the Fair Trade Act was held. In my earlier insight Korean Conglomerates Likely to Embark...
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Update on the EV Roll-Out in Korea and a Visit to the Hyundai Motor Studio in Goyang
In this report, I provide an update on the status of the EV roll-out in Korea. Plus, I recently visited the Hyundai Motor Studio in Goyang, about...
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May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
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