No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
353 Views
The Autobot Update (December): A Visual Tour to the Motor Expo Yo!
At MCorp Review, we value anecdotal evidence and first-hand channel checks over government and industry stats, which are so easily manipulated and...
283 Views
November U.S. Auto Demand Update: Nissan Figures up SAAR to 17.53m from 17.48m on Initial Release
We noted in our U.S. November Auto Demand: SAAR Down to 17.48m as Expected from Hurricane Normalization Effect thatĀ last Friday's initially...
157 Views
The Week That Was in Greater China@ Smartkarma: Tencent, Toyota, CNHE, Tuniu,Nissin, MGM China
CONVICTION BUY Tencent - had a very good year, now profit taking but catalysts too many to ignore. Toyota China sales benefitting from the...
246 Views
November 2017 US Automotive Sales SAAR Further Slowed to 17.48 Million: Struggling to Grow
US SAAR in November was 17.48 mil vs. 17.71 million in November 2016 and 18.09 million in October 2017The replacement demand for the damaged...
258 Views