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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The Week that Was in Greater China @Smartkarma: Ford UnFocused, Personal Mobility, Wynn-Ing in Macau
This is the 7th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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China Ford - Positive Earnings Catalyst with Trump's Support - Part II
Out of 27 analysts currently covering the stock according to Bloomberg, 63% have a hold call. Currently little conviction in the name, only 2...
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China Ford - 14 Reasons Moving Production to China Is a Very Bad Idea
Moving car production to China makes no sense Ford is moving Focus production to China in 2019, we think it won’t happen. Purely financially...
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