China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
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June U.S. Auto Demand: SAAR Stability Based on One Less Selling Day
June sales decline (-5.0% MoM, -2.8% YoY) was more pronounced than June's 17.28m unit SAAR (-0.7% MoM, -0.2% YoY) largely due to this year's June...
422 Views
May U.S. Auto Demand: 17.4m Unit SAAR Reflects Rising Incentives over Memorial Day Weekend
Light Vehicle SAAR in May came in at 17.4m units (+6.1% MoM, +1.2% YoY) which was stronger than consensus expectations. YTD average SAAR remains...
611 Views
Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow - Part 9 - Puradelta Lestari (DMAS IJ)
In this series under Smartkarma Originals, CrossASEAN insight providers AngusMackintosh and Jessica Irene seek to determine whether or not we are...
728 Views
Hanon Systems (018880): Thesis Is Still Valid - Short.
Hanon Systems (018880 KS) share price has outperformed its peers in the past 12 months and still command a valuation premium to its peers. In this...
631 Views