US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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Mazda Motor(7261 JP): Transitioning from Shock to Shock-Proof
Insight on Mazda Motor's shift to a shock-proof business model, including strategies for future resilience, valuation, and peer comparison.
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2Q Earnings Is the Time for Full-Year Guidance Revisions. See Who Changed Their Numbers the Most....
At the beginning of the fiscal year, Japanese companies issue full-year guidance. Most of them will then revise those number when they announce 2Q...
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Smartkarma’s Week that Was in JP/KR: Softbank, Samsung, ESports and the Retail Revolution
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of Nov 5.
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