China November Auto Demand: SAAR Weakens MoM but FY17 Demand Likely to Be up by 3-4%
In many ways China's 4Q SAAR patterns are very reminiscent of 4Q17, so we are not concerned about the MoM SAAR dip seen in November.China's...
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Akebeono Brakes (7238)--Bosch to Sell Its 12% Stake
German auto parts giant, Robert Bosch (unlisted) announced that it intends to sell its 12.1% stake in Akebono Brakes (7238) in a public stock...
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The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
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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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