June China Auto Sales: A Stronger 1H17 over 1H16
Based on the news headline numbers of 1.8M units of PV sales and 400k units of CV sales, implied SAAR in June comes to 26.9M units, down from the...
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Automotive Finance Update: Longer and Higher Lending Is Getting Painful
We believe automotives are increasingly becoming financial productsDemand for new vehicles is always there.US SAAR is linked to the macro economy...
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Volvo Takes Aim at Tesla with Plans of 100% Electrified Fleet From 2019--Tesla's Stock Down 7%
Volvo announced plans today for 100% of its new model launches from 2019 to be fully electric or hybrids. This makes Volvo the second car maker...
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June U.S. Auto Demand Below 17M Units SAAR: Revising Down 2017 Expectations
U.S. SAAR came in at 16.5M Units for 1H17 average of 17.1M units, from FY16 light vehicle demand of 17.5M units. D3 discussions of June sales...
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Tesla and Its Coming Struggle to Survive
Tesla's stock price has risen by 117% to all-time highs in the past six months, with a current market cap of $58bn making it the world’s fourth...
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