The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
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Nissan Motor--Risks to the Alliance if Ghosn Returns to Renault as Chairman
Carlos Ghosn's Arrest is a Mystery Nissan Chairman Carlos Ghosn is under arrest for allegedly having under-reported his income by $44m over at...
771 Views
Dongfeng Motor Group (489:HK)- Too Cheap to Ignore
Dongfeng Motor Grp Co Ltd H (489 HK) is the second largest automobile producer in China. Since 2013, it grew combined sales at subsidiaries and...
465 Views
Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
616 Views
Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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