Potential Regulatory Changes in China Could Be Hugely Beneficial For Foreign Automakers
Foreign automakers are still restricted by a 50% ownership limit in auto production JVs in China, as well as by a limit of two joint ventures per...
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May US SAAR: Sub 17 Million with More Incentives
US SAAR in May was 16.66 milĀ vs. 17.45mil in May 2016 and vs. 16.88 mil in April 2017Sales Performance by brandIncentives increasedĀ across the...
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Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
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Toyota Motors: Cautious, but Not Conservative
FY16 results were in line with the market consensus but FY17 guidance missed market expectations.We saw a number of negative surprises during...
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SUBARU: Expected but Still Deep Negative Surprise
Announced FY16 result was only slightly lower than the market consensus but FY17 guidance was a strong negative surprise.While Nikkei Preview on...
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