The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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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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Honda: Fair Guidance, Optimistic Estimates
FY16 result beatĀ the estimates but FY17 guidance was far short of the consensus.FY16 result proved Honda as very solid brand in the US, while FY17...
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Honda's Bearish FY17 Guidance Not Actually that Bad
Honda announced considerably bearish FY17 guidance, which calls for operating profit (OP) to drop by 16% YoY to Y705bn, which is 17% below...
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US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew ā Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
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