What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
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Handicap Japan: The Cost of Being the Road Team
Some media outlets reported that the White House considers introducing a 25% tariff on vehicles imported to the US. The sudden appearance of a...
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Does the Japanese Auto Industry Have a Home Market or Is It Homeless?
Japanese automotive industry is unique in various waysThe Japanese domestic "home" market amounts to less than 6% of global automotive sales...
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Japanese Automotive Industry: U-Turn from Tail to Head Wind
We have been surprised by market`s rather positive reaction to mixed 3QFY17 results and recent Yen appreciation.Japanese automotive sector has...
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Investors Need Capable and Maybe a Bit Lucky Automotive Analysts for Japan Equity Investments
We deeply respect our fellow insight provider at Smartkarma and it is beneficial for our clients to observe us having discussions in regards to...
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