February 2018 US Automotive Sales: Sliding Down a Slippery Slope
US SAAR in February 2018 was 17.08 mil vs. 17.45 million in February 2017 and 17.16 million in January 2018The recent trend of trading margins for...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Nissan: US Tax Cut Offsets Weak Q3 Operating Results
Nissan Cuts Its Full-Year OP OutlookIn our previous note, Nissan Motors Looks Expensive Ahead of Q3 Results, we looked at how Nissan is likely to...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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SUBARU: 3QFY17 Testimonial of US “Normalization”
3QFY17 results are a mirror developments at US operations3QFY17 revenue increased 3.3% YoY as a result of translation into the weakened Yen from...
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