Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidanceĀ when they annouceĀ 1H...
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NEV Regulation in China Is Officialized
As we reported before, NEV regulation was announced by MIIT and other four government entities yesterday.Automotive companies which sell/produce...
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The Week That Was in NorthAsia@Smartkarma: Sep24
It has been another week in North Asia. North Korean missile/nuclear tests and threats? Check. Trump rhetoric on North Korea and football players?...
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Suzuki: Company Visit Suggests the Acceleration
Company visit takeaways We visited Suzuki IR for 2nd Q progress updates.There seems to be an acceleration from 1st Q in India.Both July and August...
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Harley Davidson - Not Exactly an Easy Rider
The American motorcycle industry is in a slump, and demand for Harley Davidson (HOG.US) product - the most popular brand of motorcycle - continues...
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