Is Suzuki in Trouble Next Year?
Suzuki Motor Corp (Suzuki) reported their FY03/18 financial results on Thursday (10th May 2018). Suzuki’s FY03/18 revenue was JPY3,757bn...
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Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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Toyota-Suzuki Cross-Badging Partnership: Another Case of Cannibalism?
Toyota Motor Corp and Suzuki Motor Corp  announced an agreement to sell each other’s cars in India, last week. As per the joint statement, Suzuki...
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Suzuki Motors: Uncertainty Surrounds Long-Run Growth
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bearish on Suzuki. In this follow up note, we take a deep dive into...
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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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