June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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Tesla's China Problems--Price Hikes & Competition in Its Second Largest Market
Tesla Raises Prices in China at its Own Risk: Tesla recently announced that it would be raising the prices of its Model S and Model X vehicles in...
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Toyota Motor Philippines Visit: The Ugly Duckling Turns into a Beautiful Swan
We were recently along with other sell/buy side Analysts invited to visit Toyota motor`s Philippine subsidiary (TMP).Philippine automotive market:...
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Hirata Corp--Why This Falling Knife May Yield a Long-Term Rewards
Hirata Corp, the automotive and flat-panel display (FPD) production line manufacturer, has seen its stock price decline by -42% year-to-date as...
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June 2018 US Automotive Sales: Where Light (Trucks) Is, There Is S(Sedan)Hadow.
US SAAR for June 2018 came in at 17.47 million vs. 16.7 million for June 2017 and 16.91 million for May 2018Overall Industry incentives went up...
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