SUBARU Press Conference Takeaways
We came back from SUBARU press conference held at its HQ at Yebisu, Tokyo with following takeaways.What happened?In response to an inquiry from...
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SUBARU: Inappropriate Final Inspection Reported.
NHK, Nikkei, and other media have reported that Subaru Corp (7270 JP) conducted inappropriate final inspections. Reports suggest that un-certified...
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Nissan: Basics on the Inspection Issue
Nissan did not follow the prescribed final inspection procedures guided by MLTI at all of its 6 domestic plants. It already recalled 1.16million...
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Nissan: Downside Optionality of Potential Quality Control Scandal Creates Asymmetric Risk
Nissan is extremely cheap, trading at 7.2x FY03/18 PE. Extremely cheap on an absolute basis and even compared to its average since 2010 which is...
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September 2017 US Automotive Sales SAAR Hit 18.57 Million: Is It Harvey Rally or Incentive Drive?
US SAAR in September was 18.57 mil vs. 17.72 mil in September 2016 and 16.14 mil in August 2017Sales to replace the damaged vehicles by the...
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