Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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2017 IQS Study: Another Evidence of the Decay
Korean brands outperformed at 2017 IQS Study Kia ranks highest in overall initial quality for a second consecutive year.Genesis ranks second...
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The Week That Was in NorthAsia@Smartkarma: Shorting Mickey, Turtle Shell Corn Chips and EVs & OLED
KoreaNew Food Products Drive 17.4% YTD Performance for Innovative Korean Food CompaniesDouglas Kim continues his taste test tour in Innovative...
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Names in Japan that Have Run Too Much and Ones that Have Not Run Enough....
With TOPIX up 30% since last July we thought we would revisit our Overbought/Oversold screens and look for names that have potentially run too much...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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