The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views
January 2018 US Automotive Sales: Slowing SAAR with Heavier Incentives
US SAAR in January 2018 was 17.16 mil vs. 17.44 million in January 2017 and 17.85 million in December 2017Heavier incentives on light trucks...
203 Views
Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
305 Views
Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
319 Views
Suzuki: Exclusive Chief Engineer Meeting Take Away
Recognition of Independent ResearchWe were invited to a small meeting of sell-side Analysts with Suzuki Chief engineers to discuss current and...
259 Views