Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
803 Views
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
Mazda (7261)--Things Are Likely Worse Than the Headlines
The Nikkei Shimbun predicted last Friday that Mazda will likely lower FY3/19 operating profit outlook by 29% to Y75bn, from current forecasts of...
334 Views
Tesla--Q3 Blowout Is a Pie in Naysayers' Faces, but Unsustainable
Tesla may be the world's most profitable car maker in Q3 of 2018, with a pro-forma operating (OP) margin of 6.1% and adjusted OP margin of 11.8%...
861 Views
Tesla Inc. – Run Tesla Run
Tesla Motors (TSLA US) (“Tesla” or the “Company”) defied every skeptic and naysayer on both sides of the Atlantic Ocean and the Pacific Ocean by...
752 Views