Honda Motor: FY18 Dominated by the Asian Region and Its Motorcycle Segment
Please stop asking questions regarding US operations.During the analyst meeting sell side Analysts were focused on their questions on the US and...
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Tesla's Indebtedness & Inefficiencies--A Response to Comments on Our Recent Report
We recently published an insight Tesla--Understanding Its Plight Via 8 Charts to which we received some very intelligent comments and questions...
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Mazda Cuts OP Estimate for the Next Year by 28%
Mazda reported their FY03/18 financial results last Friday (27th April). Mazda’s FY03/18 revenue was JPY3,474bn (+8.1% YoY) and OP was JPY146bn...
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Tesla--Understanding Its Plight Via 8 Charts
This report is made up of 8 charts that we feel highlight how difficult it is for Tesla to become a profitable mass producer of electric vehicles....
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AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
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