The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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U.S. Auto Demand in January: SAAR Down, Incentives Down
U.S. January light vehicle sales came in at 1.15m units, consistent with mid-month run rate and representing a 28% sequential decline but 1% YoY...
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January 2018 US Automotive Sales: Slowing SAAR with Heavier Incentives
US SAAR in January 2018 was 17.16 mil vs. 17.44 million in January 2017 and 17.85 million in December 2017Heavier incentives on light trucks...
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Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
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