Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
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Hyundai Motor (005380.KS): A Few Thoughts on the Venue Unveiling at the NY International Auto Show
Hyundai Motor's new B-platform crossover Venue was unveiled at the NY Auto Show this week and listening to the presentation made by Mr. SangYup...
600 Views
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...
761 Views
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...
559 Views
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...
289 Views