Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
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February U.S. Auto Demand: Retail SAAR Weaker on Lower Incentives
February SAAR came in at 17.08m units, down 0.2% sequentially and by 2.8% YoY. What was noticeable was that retail SAAR was most likely much lower...
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New Subsidy Policy of New Energy Vehicles in 2018, Which Companies Will Benefit or Lose?
On February 13th, the Chinese ministry of finance issued "on the adjustment to the subsidy policy of new energy automobile application”, which...
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January China Auto Demand: Sales Up, SAAR Down
China's January auto demand fell by 8.2% sequentially, but was up by 11.5% YoY. January of 2018 had 3 more selling days than in January of 2017,...
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When Your Car Needs to Go on Diet - Call Minth
With the coming of ADAS and autonomous driving as well as the Chinese government rule to reduce carbon footprint, Minth Group Ltd (425 HK) has made...
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