Hankook Tire: The Cheapest and Most Profitable Global Tire Company with Multiple Catalysts (Part 1)
Hankook Tire (“HKT”) is one of the few truly “global champion” companies in Korea, alongside Samsung Electronics and Hyundai Motors with strong...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
369 Views
A Bet on the Continued Recovery in US Pick-Up Sales.
Last year to 12/16 operating profit came in at Y49.3bn (-22%). Most of this decline was due to the currency. The Y/$ rate went from an average of...
241 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Toyo Tire & Rubber: Time for Harvest
Increase the weight in Asia Pacific model portfolio from 1.0% to 3.7% We increased the weight of Toyo Tire & Rubber Co Ltd (5105 JP) in our...
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