FCC (7296)--Bright Spot in the Gloomy Automotive World
FCC (7296) is a Honda-affiliated clutch supplier which had a blow-out Q2 result on October 27th, booking an OP of Y3.6bn, which beat the consensus...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
248 Views
Tesla: Living Off Subsidies
Tesla’s federal tax benefit will start phasing out from 3Q 2018. This would increase the price of a Model 3 by 11% from 3Q 2018, and 27% from 3Q...
271 Views
September China Auto Sales: Unadjusted Volume Sales Up, SAAR Down on YoY Basis
China September auto sales was up 23.9% sequentially and up 5.7% YoY, with YTD cumulative sales showing a 4.8% YoY growth. On seasonally adjusted...
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Warren Calls the EV (& Self-Driving Truck) Hyper Growth Bluff With Old Style Purchase
It will come as no surprise to many SK readers that the fictionalized dream world of subsidized and policy driven electric vehicles (EV) dominance...
167 Views