May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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Geely (175 HK): SUVs and Crossovers to Drive Growth
Solid long-term earnings growth, good price momentum, and good cost management relative to its sector SUVs and Crossovers should continue to drive...
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April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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CHINA AUTOS - GAC, Geely and Chinese Carmakers Successful in the U.S. ?? - UNLIKELY Part 1
Chinese car companies are not ready to export A carmaker needs to dominate in their home market before they can export. Japan became an exporter...
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Global Auto Demand Tracker: 1Q SAAR in Key Regions Suggests Demand Growth May Be Slowing Down
We began tracking light vehicle SAAR in 4 major regions in the world covering 92-93% of global light vehicle demand at the beginning of 2018 and...
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