Nissan: Downside Optionality of Potential Quality Control Scandal Creates Asymmetric Risk
Nissan is extremely cheap, trading at 7.2x FY03/18 PE. Extremely cheap on an absolute basis and even compared to its average since 2010 which is...
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September 2017 US Automotive Sales SAAR Hit 18.57 Million: Is It Harvey Rally or Incentive Drive?
US SAAR in September was 18.57 mil vs. 17.72 mil in September 2016 and 16.14 mil in August 2017Sales to replace the damaged vehicles by the...
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U.S. September Auto Demand: 18.6m Unit SAAR Beats Analyst Expectations, but at What Cost?
September SAAR shot up to 18.57m units, which is the strongest selling rate seen YTD and significantly above consensus analyst expectations for the...
110 Views
NEV Regulation in China Is Officialized
As we reported before, NEV regulation was announced by MIIT and other four government entities yesterday.Automotive companies which sell/produce...
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EV Rhapsody: Dyson to Launch an EV
Dyson announced its intent to launch an originally developed EV model by 2020.It will invest GBP 2bn (about USD2.4bn) to develop an EV model with...
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