KRX Foreign Holding Weekly (May 29th): Samsung Electronics, SK Hynix, Mobis, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Samsung...
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March U.S. Auto Sales: SAAR Strength Beats Expectations - But Is It Fleet Effect?
March SAAR came in at 17.45m units, beating consensus expectations of high 16m unit range. Our expectations were in line with consensus...
631 Views
A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
435 Views
Korea National Pension Fund Announces a List of 11 Companies They Oppose in Upcoming AGMs
On March 12th, the Korea National Pension Fund Service (NPS) provided a list of 23 companies where it plan to exercise its voting rights in their...
515 Views
February U.S. Auto Demand: Lower Incentives for Lower SAAR?
February SAAR sequentially weakened to 16.6m units from 16.7m units in January 2019, and declined on YoY basis from 17.0m units in February 2018. ...
390 Views