U.S. Auto Demand in January: SAAR Down, Incentives Down
U.S. January light vehicle sales came in at 1.15m units, consistent with mid-month run rate and representing a 28% sequential decline but 1% YoY...
102 Views
January 2018 US Automotive Sales: Slowing SAAR with Heavier Incentives
US SAAR in January 2018 was 17.16 mil vs. 17.44 million in January 2017 and 17.85 million in December 2017Heavier incentives on light trucks...
130 Views
Nissan Motors Looks Expensive Ahead of Q3 Results
We expect Nissan’s 3QFY03/18 auto sales to fall 6.3% YoY in unit terms due to the holdup in domestic production for over three weeks following the...
166 Views
Keihin's Swift Recovery Driven by Expansion in Motorcycle FI System Production and Focus on EVs
Keihin Corp (7251 JP)'s revenue recovery since FY03/17 following period of unfavourable currency fluctuations On-track to reach full-year revised...
213 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
677 Views