May US SAAR Weakens on Lower Fleet Mix - Industry Mix Most Favors D3 and Least Favors Korean OEMs
May U.S. SAAR came in at 16.7m units, down from 16.8m units in April and 17.1m units in May, 2016. According to D3 discussions of monthly sales,...
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Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
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Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
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YTD China SAAR Impressions: Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. However, March SAAR of 27.0m units showed...
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Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
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