Subaru: Margin Erosion Progressing Faster than We Expected, 1Q Sales Drop Surprisingly Large
While there is some anticipation over the full model change for the Forester which is expected to launch in the US around Oct, the overall momentum...
313 Views
SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
296 Views
July 2018 US Automotive Sales: Profitability Becomes a Distant Dream
US SAAR for July 2018 came in at 16.77 million being flat to July 2017 compared to 17.47 million for May 2018Overall Industry incentives went up...
250 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
367 Views
Nissan Motor--Quick Impressions Post-Q1 Conference Call: Lots of Questions Remain
Nissan reported Q1FY3/19 OP of Y109bn which was only -2% below consensus estimates of Y111bn, but pre-tax profit (PTP) of Y160bn was +6% higher...
463 Views