Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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U.S. November Auto Sales: 17.5m Unit SAAR Buoyed by Black Friday and Wildfire Related Marketing
U.S. SAAR beat consensus expectations in November (about 17.3m units) to see SAAR inch down only slightly to 17.49m units sequentially from 17.53m...
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China/US Trade War Spurs Delta To Buy Thai Associate
On 1st August 2018, electronics components manufacturer Delta Electronics Thai (DELTA TB) ("DET") announced that Delta Electronics International...
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Honda: Detroit Manufacturers Exiting Car Production and C Segment In Particular, Is Positive
In April Ford Motor Co (F US) announced that it would essentially exit the car business in North America within four years, retaining only the...
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General Motors (GM): Trading in ICE for EV and AI?
GM announced on November 26 that it will seek to achieve $6bn in cash savings annually with a $4.5bn annual cost reduction and a lower annual...
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