The Cheapest and Most Profitable Tire Company in the World: 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...
547 Views
My Test Drive of Tesla & A Significant Increase in Govt Subsidies for EVs (Including Tesla) In Korea
This is a report about my test drive of Tesla and the significant increase in government subsidies for Tesla and other EVs in Korea. It has been...
243 Views
June China Auto Sales: A Stronger 1H17 over 1H16
Based on the news headline numbers of 1.8M units of PV sales and 400k units of CV sales, implied SAAR in June comes to 26.9M units, down from the...
173 Views
June U.S. Auto Demand Below 17M Units SAAR: Revising Down 2017 Expectations
U.S. SAAR came in at 16.5M Units for 1H17 average of 17.1M units, from FY16 light vehicle demand of 17.5M units. D3 discussions of June sales...
148 Views
Global Autos: Hankook Tire's Rise to the Global Top Tier and Other Tire Industry Musings (Part 1)
Overall, the tire industry remains one of the few bright spots in the auto sector. Auto OEMs and parts players are broadly exposed to the current...
311 Views