Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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The Week That Was in NorthAsia@Smartkarma: Japan Technical Bulls, Sosei & Jin Air/CTK Cosmetics IPOs
With earnings season coming to a close, content was lighter this week in Japan and Korea. Douglas and Sanghyun provided coverage on the upcoming...
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Nikkei Mushroom Part 2 - Buy Back Levels
We have liked Japan since 2016 with a base long from Nikkei 17,000 and the fresh buy call at 21,020 with the bet that this breakout would force a...
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Isuzu's Q2 Beat & Full-Year Upward Revision
Isuzu's Q2 OP came in at Y34.5bn, which was 11% higher than consensus estimates and 61% higher than its own Q2 target. Â Despite overshooting its...
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Isuzu: Strong 2Q, Post Regulation Change Slowdown Nowhere to Be Seen but Is That in the Price?
Isuzu reported strong 2Q earnings with revenue up 9.5% YoY to JPY521bn and OPM flat at 6.63% (down QoQ from 8.54% in 1Q). Consensus was calling for...
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