Honda: Cheap Valuation but Muted Growth Prospects Make Us Favour Toyota
With US SAAR trending at very high levels and Chinese auto incentives expiring, Honda Motor Co Ltd (7267 JP) is now down 30% from its 2015 high....
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Are the Japanese Brands Still Competitive? (Quality Performance)
The Japanese brands breadth will be concentrated in three points: reliability, fuel economy performance, and marketing that does not rely...
271 Views
An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
363 Views
The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
186 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.7k Views