Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
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🇯🇵 JAPAN • Results & Revisions 09/08 - Net Positive, Stream, OSG, Subaru Ent., Beenos
Source for all charts: Japan Analytics
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Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
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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...
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Most / Least Popular Sectors in Japan over Last 2 Weeks....
Over the last 2 week we saw a dip in the number of Analyst Upgrade/Downgrades, most likely due to the fact Earnings is right around the corner....
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