Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
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The Autobot Update (December): A Visual Tour to the Motor Expo Yo!
At MCorp Review, we value anecdotal evidence and first-hand channel checks over government and industry stats, which are so easily manipulated and...
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November U.S. Auto Demand Update: Nissan Figures up SAAR to 17.53m from 17.48m on Initial Release
We noted in our U.S. November Auto Demand: SAAR Down to 17.48m as Expected from Hurricane Normalization Effect that last Friday's initially...
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The Week That Was in Greater China@ Smartkarma: Tencent, Toyota, CNHE, Tuniu,Nissin, MGM China
CONVICTION BUY Tencent - had a very good year, now profit taking but catalysts too many to ignore. Toyota China sales benefitting from the...
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