MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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February 2018 US Automotive Sales: Sliding Down a Slippery Slope
US SAAR in February 2018 was 17.08 mil vs. 17.45 million in February 2017 and 17.16 million in January 2018The recent trend of trading margins for...
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GS Yuasa (6674 JP) - Bosch Pulls Out of Solid State Battery Development
After a lot of hand-wringing and soul searching, Bosch has decided not to build its own battery cells. Previously, Bosch had considered entering...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Mitsubishi Corporation’s Decision to Increase Stake in Mitsubishi Motors a Green Flag?
The Offer Implies MC’s Confidence in MMCIn our previous note, Mitsubishi Motors Makes a Fast Recovery from a Troublesome Year, we expected a big...
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