FCC (7296)--Bright Spot in the Gloomy Automotive World
FCC (7296) is a Honda-affiliated clutch supplier which had a blow-out Q2 result on October 27th, booking an OP of Y3.6bn, which beat the consensus...
159 Views
The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
152 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
245 Views
U.S. September Auto Demand: 18.6m Unit SAAR Beats Analyst Expectations, but at What Cost?
September SAAR shot up to 18.57m units, which is the strongest selling rate seen YTD and significantly above consensus analyst expectations for the...
113 Views
August U.S. Auto Demand: The Harvey Impact May Be Felt in the Months to Come
August SAAR came in at 16.14m units, down 3.5% sequentially and down 6.3% YoY. The most obvious topic of discussion from D3 OEMs about August...
126 Views