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...
690 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...
322 Views
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...
274 Views
Tesla and Its Coming Struggle to Survive
Tesla's stock price has risen by 117% to all-time highs in the past six months, with a current market cap of $58bn making it the world’s fourth...
1k Views
June US Automotive Sales: Mid 16 Million SAAR Pushed Inventory Days up Again
US SAAR in June was 16.51 mil vs. 16.66mil in June 2016 and in May 2017Most brands saw heavier inventories with more incentive. This implies that...
346 Views