August 2017 US Automotive Sales: Tropical Storm Harvey Reduced Selling Rate but by How Much?
US SAAR in August was 16.14 mil vs. 17.22 mil in Aug 2016 and 16.77 mil in July 2017Tropical Storm Harvey impacted August selling rate, especially...
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July 2017 US Automotive Sales: Japanese Brands Got More Aggressive than Detroit Guys
US SAAR in June was 16.77 mil vs. 17.83 mil in July 2016 and 16.70 mil in June 2017Japanese brands are reported to defend their market share in the...
321 Views
The Week That Was in NorthAsia@Smartkarma: Sanghyun Charts OLED Supply Demand and Auto Earnings
KoreaSanghyun's OLED MasterclassIn his usual coherent and lucid style Sanghyun Park breaks down the outlook for smartphone OLED panel supply and...
351 Views
August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
735 Views
The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
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