Handicap Japan: The Cost of Being the Road Team
Some media outlets reported that the White House considers introducing a 25% tariff on vehicles imported to the US. The sudden appearance of a...
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Yamaha Motor: ASEAN Play with the Platform Strategy
Prologue I was reluctant to cover Yamaha motor during my Morgan Stanley days. This was partly because I had enough on my plate then, covering quite...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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