"Tariff Man" On China's Auto Tariff Cut; TSLA Shipment to China Evaporated in Oct
While Beijing and Washington DC are figuring our war or truce, Tesla Motors (TSLA US) shipment to China evaporates. China imported 17 units of...
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U.S. November Auto Sales: 17.5m Unit SAAR Buoyed by Black Friday and Wildfire Related Marketing
U.S. SAAR beat consensus expectations in November (about 17.3m units) to see SAAR inch down only slightly to 17.49m units sequentially from 17.53m...
388 Views
The GER Weekly Events Wrap: Familymart, Don Quijote, Softbank, and NTT
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week, we provide further insight into our...
357 Views
The Smartkarma Week That Was in JP/KR: Nissan, J-Retail, Tesla/Panny, SK Rights, Biosimilars, Trade
This past week featured ~160 insights across the Smartkarma platform, with 35+ of them dealing with Japan, South Korea, and semiconductors/memory...
907 Views
Great Magic Trick Tesla; Now Do It Again
Tesla Motors (TSLA US) “faced a severe threat of death due to the Model 3 production ramp” and was “weeks away from death” at one point over the...
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