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...
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China's Auto Sales Monthly Data - June 2017
Production (5%), Wholesale (3%), and Retail (5%)Auto Sales Temporarily Rebounded on Pricing DiscountsLast month/Jun 2017, Auto retail, wholesale,...
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Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
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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...
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Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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