Subaru Set to Exceed 1m Unit Sales With Industry Leading Margins. Time to Short?
Stellar Performance Coming to an EndSubaru Corp (7270 JP) has had a tremendous run since the financial crisis, rising over 23x from a low of JPY223...
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US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew – Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
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PC Depot – A Mini Masterclass in Crisis Management
As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil,...
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The Autobot Update (April V1): New Safety Rules...Gulp!
Introducing the Autobots. Since Toyota supplies monthly updates to varying degree, we are making the Thai auto update a regular piece. Just to...
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The Week That Was in NorthAsia@Smartkarma - Japanese Autos, Toshiba, Lineage and Accordia Golf Trust
JapanAre Honda and Nissan's Brands Overrated?Noriaki Hirakata, CFA examines perceptions vs. reality in Are the Japanese Brands Still Competitive?...
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