Selamat Sempurna - Filtering the World - On the Ground in J-Town
Selamat Sempurna Pt (SMSM IJ) is an underappreciated high-quality auto filter and component maker in Indonesia, with a leading market position. It...
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CHINA - Toyota Dealership Visit - Strong Sales on the Back of the Korean Automakers
Toyota should show strong FY17 results from China on strong demand and little need for discounting. The outlook for 2018 is likely not as good as...
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The Messages from the Chairman of Toyota
Uchiyamada-san, the chairman of Toyota Board of Directors expressed quite interesting views in a Nov. 24th Nikkei newspaper...
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U.S. November Light Vehicle Sales Outlook: Expect Continuing Post Hurricane Normalization
As we get ready to head off to the Thanksgiving holidays in the U.S., we should expect to see a post-hurricane normalization pattern to U.S. SAAR...
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Deep Value Names to Think About for Next Year....
Looking towards next year, we screened for names that are at or near their 8-year PBR low. We have not included names in the Financial Sector as...
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