June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
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Update on the EV Roll-Out in Korea and a Visit to the Hyundai Motor Studio in Goyang
In this report, I provide an update on the status of the EV roll-out in Korea. Plus, I recently visited the Hyundai Motor Studio in Goyang, about...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
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Hyundai Motor Group - A Gradual Change to Produce Its Own EV Batteries?
There has been an increasing local news flow regarding the possibility of Hyundai Motor Co (005380 KS) gradually increasing its own production of...
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