Investors Need Capable and Maybe a Bit Lucky Automotive Analysts for Japan Equity Investments
We deeply respect our fellow insight provider at Smartkarma and it is beneficial for our clients to observe us having discussions in regards to...
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Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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Yamaha Sells Yamaha Motors Stake - Not Bad News, But Limited Good News
Good signs for Corporate Governance in Japan actually now include share sales. Today, Yamaha Corp (7951 JP) announced an accelerated block...
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Yamaha Motors Placement - Share Sale Will Bolster Yamaha Corp's 2018 Outlook
Yamaha Corp (7951 JP) is selling exactly 8m shares of Yamaha Motor Co Ltd (7272 JP) worth approximately US$247m. Post-sale, Yamaha Corp will still...
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Yamaha Motor (7272) - EM Business Continues to Surprise on the Upside.
As expected, the full year (12/17) operating profit was revised up after interim results – from Y120bn to Y135bn. In our view this remains too low....
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