Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Mazda Motors: Stock Primed for Spark Controlled Compression Ignition
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bullish on Mazda. In this follow up note, we take a deep dive into Mazda’s...
300 Views
China Auto Demand in February: SAAR Strengthens in YoY Terms
In February, there were 7 less selling days than in January, and 5 less working days than in February of 2017. Hence, while raw sales figures saw...
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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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