Toyota: 3 Ways to Forecast JPY2,750bn OP Despite US Margins (Temporarily) Trailing Peers
Toyota Motor (7203 JP) consensus OP estimates are up 16% since May after the company generated strong results in both 4QFY18 and 1QFY19, yet the...
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July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
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Tesla (TSLA US): The Math for the Take Private Is on Shaky Ground
Elon Musk tweeted Tuesday afternoon that “Am considering taking Tesla private at $420. Funding secured.”. The news sent Tesla’s shares soaring up...
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July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
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U.S. Luxury Automakers Hurt the Most in China in Trade War - Tesla Could Be Crushed
We see the road ahead for Tesla, Cadillac, Lincoln and Jeep to be very difficult With the trade war, Tesla might be crushed in...
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