A Few Thoughts on China's March Auto Demand: SAAR Was Not as Bad as What News Headlines Suggested
March 2019 had one less selling day than March 2018, and 5 more selling days than February 2019. Hence, while auto unit sales fell by 5.1% YoY in...
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March U.S. Auto Sales: SAAR Strength Beats Expectations - But Is It Fleet Effect?
March SAAR came in at 17.45m units, beating consensus expectations of high 16m unit range. Our expectations were in line with consensus...
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A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
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February U.S. Auto Demand: Lower Incentives for Lower SAAR?
February SAAR sequentially weakened to 16.6m units from 16.7m units in January 2019, and declined on YoY basis from 17.0m units in February 2018. ...
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Tesla (TSLA): The Cost of Innovation Seems to Be Catching Up
Tesla's innovation, as we have been opining in our insights on Smartkarma, rests more on its direct distribution model than on technological...
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