Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?
The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...
291 Views
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
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StubWorld - Set-Up & Unwind Extremes: Renault/Nissan
This week: which is more important - Renault SA (RNO FP)'s 40+% stake in Nissan Motor Co Ltd (7201 JP) or the French State's stake in Renault; and...
252 Views
Renault/Nissan/Mitsubishi - A Thinkpiece
Yesterday morning's Nikkei had an article saying that Mitsubishi Corp (8058 JP) ("MitCorp") would launch a Tender Offer to increase its stake in...
339 Views