The Week That Was In North Asia@Smartkarma: Celltrion, Autos, Trump & North Korea
This week's Week That Was in NorthAsia@Smartkarma is again separated by vertical. Lots of interesting things in macro-land, and ECM-related. And...
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Commercialisation of Solid-State Battery Technology Seems to Be Taking Too Long
Till today, batteries and capacitors have been mainly powered by liquid electrolytes. Especially in the case of EVs which are mostly powered by...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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Mazda Vs. Suzuki: The Contrarian View
Since the beginning of 2017 the Mazda-Suzuki share price ratio has halved as Suzuki shares have risen 40% (as much as 64% at one point) and Mazda...
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Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
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