July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
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Nissan Motor--Quick Impressions Post-Q1 Conference Call: Lots of Questions Remain
Nissan reported Q1FY3/19 OP of Y109bn which was only -2% below consensus estimates of Y111bn, but pre-tax profit (PTP) of Y160bn was +6% higher...
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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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JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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Might Tesla Just Simply "Muddle Along"?
Tesla Motors Inc (TSLA US) polarizes opinions into three camps: An, admittedly dwindling, camp that sees it as the next great American technology...
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