AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
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Mazda's FY18 Profits Predicted to Be 18% Below Consensus, Yet the Stock Is Up
The Nikkei Shimbun published a preview of Mazda's FY3/19 operating profit forecasts, which it expects to be Y110bn (-26% YoY). This is 18% below...
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U.S. Autos: Efforts to Delay Gas Guzzler Penalties Get Blocked by Federal Appeals Court in NY
According to media reports, the Court of Appeals in NY blocked the NHTSA's decision in July 2017 to indefinitely delay a planned increase in gas...
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Global Auto Demand Tracker: 1Q SAAR in Key Regions Suggests Demand Growth May Be Slowing Down
We began tracking light vehicle SAAR in 4 major regions in the world covering 92-93% of global light vehicle demand at the beginning of 2018 and...
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Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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