The Week That Was in North Asia 🇰🇷 🇯🇵: Nexon, Japan CVS/Drugstores, Nissan/Renault, KOSPI Rebal
This past week saw a few dozen insights published on Smartkarma with regard to North Asia, with a whole bunch in the IPOs and Placements category...
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China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
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April U.S. Auto Demand: 16.4m Unit SAAR Suggests Strong SAAR in March May Have Been a One-Off
From February's SAAR of 16.57m units, March SAAR had jumped to 17.45m units before settling down to 16.4m units in April (-6.0% MoM, -4.3% YoY). ...
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Toyota: Hitting the Hybrid Accelerator and Towing Suzuki and Mazda in Its Wake
The Nikkei announced this morning that Toyota Motor (7203 JP) was considering opening up its portfolio of hybrid patents for outside use, possibly...
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Nissan Governance Structure Report Out: Fog Dissipating Slowly. Sunny in Summer. Storms Next Winter?
Six weeks ago I wrote that Nissan's governance outlook was "Foggy Now, Sunny Later." I said "Governance changes are afoot, with a steady flow of...
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