Toyota (7203)- Unusual Press Conference as Mazda Is Treated as Equal
The press conference held by Toyota Motor Corp (7203 JP) and Mazda Motor Corp (7261 JP) on Friday August 4th, announcing a capital tie-up, was...
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July 2017 US Automotive Sales: Japanese Brands Got More Aggressive than Detroit Guys
US SAAR in June was 16.77 mil vs. 17.83 mil in July 2016 and 16.70 mil in June 2017Japanese brands are reported to defend their market share in the...
133 Views
U.S. July Auto Demand: SAAR and Incentives Up, Production Down
July SAAR edged up sequentially to 16.7m units from 16.5m units in June despite a 4% volume drop owing largely to one less selling day in July 2017...
212 Views
The Cheapest and Most Profitable Tire Company in the World: Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
547 Views
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
166 Views