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%...
371 Views
BMW Brilliance Dealership Survey: 20% Discount for 5 Series, Escalating Inventory
Per our dealership survey, we hear increasingly aggressive price discounts on the BMW 5 Series from 10-15% in Q1 to 15-20% in May - June. Current...
367 Views
Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
263 Views
Nissan Motor (7201)--Is the Worst Factored In?
Nissan appears set to announce horrible quarterly results on July 27th. Given that global sales for April and May, combined, appear to be down -3%...
89 Views
Autonomous Driving- Aptiv, A Near-Perfect Proxy
Aptiv, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage...
135 Views