Toyota Results In-Line, Guidance 32% Below Consensus; Did They Kitchen Sink?
Toyota released results which were in-line with analyst consensus at just below JPY2trn OP, but called for a 20% decline YoY to JPY1.6trn while...
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Subaru Guidance as Weak as Nikkei Suggested
Subaru Corp (7270 JP) announced FY03/18 guidance of JPY410bn OP as the Nikkei previewed earlier. The internals were also not particularly...
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Toyota's FY17 Guidance Could Be a Catalyst for a Rally
Toyota is seen as one of the most boring auto stocks within a very unloved sector at the moment. Compared to rivals, however, prospects for this...
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The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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