August US Auto Demand: 16.7m Unit SAAR Not Surprising...but Shouldn't Buyers Be Front Loading Now?
August SAAR came in at 16.7m units, down by 0.3% sequentially but up by 0.9% YoY. There are several factors that make apples to apples comparison...
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Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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Tesla--Legal Liabilities in Light of Porsche's 2008 Alleged Stock Manipulation of VW's Stock
The Porsche story of how it got sued by allegedly trying to manipulate the share price of VW--in which it owned a 52% stake--is 10 years old now,...
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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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U.S. Luxury Automakers Hurt the Most in China in Trade War - Tesla Could Be Crushed
We see the road ahead for Tesla, Cadillac, Lincoln and Jeep to be very difficult With the trade war, Tesla might be crushed in...
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