China November Auto Demand:Â SAAR Weakens MoM but FY17 Demand Likely to Be up by 3-4%
In many ways China's 4Q SAAR patterns are very reminiscent of 4Q17, so we are not concerned about the MoM SAAR dip seen in November.China's...
205 Views
Akebeono Brakes (7238)--Bosch to Sell Its 12% Stake
German auto parts giant, Robert Bosch (unlisted) announced that it intends to sell its 12.1% stake in Akebono Brakes (7238) in a public stock...
355 Views
The Week That Was in NorthAsia@Smartkarma: Chiyoda, Rise of JOLED, IFRS 15, & Japan Strategist
Below is the full list of Japan/Korea related reports published last week on Smartkarma. Chiyoda: interesting entry opportunity This Chiyoda...
333 Views
Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
226 Views
No Need for Autos, Banks or Insurance Analysts, Just Get a Good Japan Strategist....
I have known a number of good Autos, Banks and Insurance Analysts. However the names in the sectors are so highly correlated to TOPIX that there...
353 Views