Mazda (7261) Update--On Fragile Ground
Mazda's sales in North America appear to be on a tear, with January vehicle sales up +14% YoY and February up by another +11% YoY. Unfortunately,...
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The Autobot Update (March):Â Riding on the Big Boy's Coattails
In addition to crunching the industry numbers provided to us by Toyota, we also visited Thai Rung. Thai Rung is one of the smallest and least...
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Mazda Motors: Stock Primed for Spark Controlled Compression Ignition
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bullish on Mazda. In this follow up note, we take a deep dive into Mazda’s...
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Last Week in Event SPACE - MitMotors, Celltrion, Hanwha, Nissan/Renault, Murray Goulburn
Last Week in Event SPACE, a notional free put option on Mitsubishi Motors Corp (7211 JP)'s Tender Offer; more downside in Celltrion Inc (068270...
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Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not.
Just after midnight Tokyo time this morning, a headline popped across CNBC saying "Renault-Nissan's Ghosn has proposed a Dutch foundation to manage...
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