US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
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Subaru: Continuing Quality Issues and Employee Suicide Point to Sustainability Issues
Our thesis on Subaru has maintained for some time that margins were inflated due to under-spending and that these costs would surface in one form...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Nissan Motor: Charting the Ghosn Supremacy
In the light of recent events, this insight reviews the history of Carlos Ghosn's tenure in various roles at Nissan Motor (7201 JP) in chart format...
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2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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