SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
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Toyota Motors: 1QFY18 Results Growth in Asia, Troubling US, Cost Reduction in Japan and Then…
With 1QFY18 results, Toyota has shown its solid fundamentalsGlobal unit sales for 1QFY18 came in at 2,236K units, which is basically flat to...
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July 2018 US Automotive Sales: Profitability Becomes a Distant Dream
US SAAR for July 2018 came in at 16.77 million being flat to July 2017 compared to 17.47 million for May 2018Overall Industry incentives went up...
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Denso Revises Earnings Guidance Upwards Despite Failing to Meet Market Expectations in 1Q
Denso Corp (6902 JP) has continued its strong revenue growth, achieving almost 13% YoY growth during 1QFY03/19 outpacing consensus estimates by...
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July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
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