AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
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🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
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Nissan: Production Cut May Presage Dividend Cut Opening Up Downside
The Nikkei reported this morning that Nissan Motor (7201 JP) will cut global production by 15% for the coming FY03/20. Domestic production will...
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A Few Thoughts on China's March Auto Demand: SAAR Was Not as Bad as What News Headlines Suggested
March 2019 had one less selling day than March 2018, and 5 more selling days than February 2019. Hence, while auto unit sales fell by 5.1% YoY in...
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Key Takeaways from Our Visit to Aisin Seiki
This Insight is following our visit to Aisin Seiki (7259 JP) last month. Our focus in the meeting was to mainly cover our key areas of concern,...
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