Actually - China SAAR YTD Looks Stronger than It Did in Jan-May 2016
Preliminary sales figures released by CAAM suggest that industry demand is up by 0.6% MoM and up by 0.2% YoY. Jan-May figures based on the...
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May US SAAR Weakens on Lower Fleet Mix - Industry Mix Most Favors D3 and Least Favors Korean OEMs
May U.S. SAAR came in at 16.7m units, down from 16.8m units in April and 17.1m units in May, 2016. According to D3 discussions of monthly sales,...
186 Views
Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
291 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
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YTD China SAAR Impressions: Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. However, March SAAR of 27.0m units showed...
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