StubWorld: Buy Renault; GMO Falters, But Crypto Exposure Is Immaterial
This week in StubWorld ... Because of the possibility of a near-term effort to rectify the "imbalance" in the relationship following the arrest of...
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Nissan/Renault: French Fireworks Ahead?
Since the Mitsubishi scandal (see More Mitsubishi Motors Muppetry) when it became clear the Mitsubishi Group needed to relinquish control and...
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Nissan Motor--Risks to the Alliance if Ghosn Returns to Renault as Chairman
Carlos Ghosn's Arrest is a Mystery Nissan Chairman Carlos Ghosn is under arrest for allegedly having under-reported his income by $44m over at...
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Tesla--Supply Management Hell & Tales from an Anonymous Supplier We Know
Bloomberg reported last Thursday that the man overseeing Tesla's supply chain, Liam O'Connor, resigned. This is the fifth executive departure at...
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Nissan Motor--Quick Impressions Post-Q1 Conference Call: Lots of Questions Remain
Nissan reported Q1FY3/19 OP of Y109bn which was only -2% below consensus estimates of Y111bn, but pre-tax profit (PTP) of Y160bn was +6% higher...
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