Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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Stock Picking Does Not Matter in Financials but Does in Retail Trade......
I have always wondered why there were Bank Analysts in Japan. The correlations between the different names are so high that it just does not really...
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June U.S. Auto Demand Below 17M Units SAAR: Revising Down 2017 Expectations
U.S. SAAR came in at 16.5M Units for 1H17 average of 17.1M units, from FY16 light vehicle demand of 17.5M units. D3 discussions of June sales...
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Tesla and Its Coming Struggle to Survive
Tesla's stock price has risen by 117% to all-time highs in the past six months, with a current market cap of $58bn making it the world’s fourth...
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June US Automotive Sales: Mid 16 Million SAAR Pushed Inventory Days up Again
US SAAR in June was 16.51 mil vs. 16.66mil in June 2016 and in May 2017Most brands saw heavier inventories with more incentive. This implies that...
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