US Autos: Looking Back on 2018 and Musing on 2019
FY2018 light vehicle demand in the U.S. came in at 17.3m units, vs. what we had been forecasting since 1H18 to be mid-high 16m unit SAAR...
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The GER Weekly EVENTS Wrap: Healius, FamilyMart, Healthscope, Myob and Hitachi
Happy New Year! Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the potential...
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Tesla: Down to the Wire
With the fourth quarter just a few hours from closing, CEO Elon Musk says he is keeping Tesla Motors (TSLA US) stores open until midnight so buyers...
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Tesla Motors Inc: Come Hell or High Water
It is our view, that come hell or high-water, in 2019, Tesla Motors (TSLA US) will establish itself as the pre-eminent large-cap growth stock....
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Autonomous Driving. Waymo Leading The Charge With Ten Million Miles Driven And Counting
Waymo CEO John Krafcik made some bold decisions after taking the helm at Alphabet's self-driving project in September 2015. Chief among them was...
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