May Global Auto Demand Tracker: EV Versus ICE in Western Europe - Implications for Push Marketing
EU demand growth continues to defy gravity through April and in fact is currently responsible for keeping global demand growth in positive...
133 Views
Hyundai Mobis: The Spinoff/Merger Is Not an Integral Part of HMG Governance Reform
In my previous insight, I talked about the questionable merger ratio.Hyundai Mobis Spinoff & Merger with Glovis - Some Doubts to Be...
229 Views
Mobis-Glovis Pair Trading - Reverse Approach
In my previous insight Mobis-Glovis Pair Trading Re/Preview, I examined a Mobis-Glovis pair trading strategy which basically bets that the Post...
138 Views
Hyundai Mobis: One Possible Post Spinoff Earnings and ROE Scenario if the Proposal Passes
As May 29 approaches with Mobis on the road, the Mobis spinoff is something that seems to be on many investors' minds. Since Sanghyun Park and...
416 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
111 Views