Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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KRX Foreign Holding Weekly (May 15th): Samsung Electronics, SK Hynix, Mobis, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Hyundai...
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May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
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March U.S. Auto Demand: 17.48m SAAR with Truck Incentives Far Outpacing Car Incentives
March SAAR came in at 17.48m units, up 2.3% sequentially but down by 3.2% YoY. Average transaction price and average incentives rose, with the...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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