Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Denso Reports in Line 3Q Result, Raise FVE to JPY 6,400 on Stronger Renminbi and Euro.
Excluding a favorable foreign exchange rate, narrow-moat Denso Corp (6902 JP)'s third-quarter result was generally in line with our full-year...
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Nissan: US Tax Cut Offsets Weak Q3 Operating Results
Nissan Cuts Its Full-Year OP OutlookIn our previous note, Nissan Motors Looks Expensive Ahead of Q3 Results, we looked at how Nissan is likely to...
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Mazda: 3QFY17 FX Was the Savior
3Q FY17 results were lower than the Nikkei preview numbers published last SundayNikkei forecasted Mazda to post an operating profit growth of 8%...
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The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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