The Cheapest and Most Profitable Tire Company in the World: Â Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
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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...
478 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...
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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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Kinugawa Rubber: TOB Launch
One Friday a bit over four months ago the Nikkei newspaper carried an article saying Kinugawa Rubber Industrial would be taken private through a...
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