Mercedes, Audi and BMW – China Autos Luxury Market - Germans Should Be OK
We have been going across China visiting Mercedes car dealers to get a feel on the ground, here is a look at the sector. We have some more...
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Mercedes Dealership Visit in WUHAN
We talk with a salesman about demand, discounts and sales. We discuss the inventory levels at the dealership. We discuss demand and what they...
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BMW to Invest in CATL: Chinese Battery Maker to Gain Exposure in Europe?
Contemporary Amperex Techn-A (300750 CH) following its contract with Bayerische Motoren Werke AG (BMW GR) for battery cells, reported last week...
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Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
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BMW Brilliance Dealership Survey: 20% Discount for 5 Series, Escalating Inventory
Per our dealership survey, we hear increasingly aggressive price discounts on the BMW 5 Series from 10-15% in Q1 to 15-20% in May - June. Current...
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