The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
136 Views
Japan Equity (Bias & Sector) Seasonality: Q4 Trends
Prior seasonality-related insights such as “Sell In May And Go Away?” - Historical Data Is Mixed, But Summertime For US Equities Isn’t Great. and...
147 Views
September 2017 US Automotive Sales SAAR Hit 18.57 Million: Is It Harvey Rally or Incentive Drive?
US SAAR in September was 18.57 mil vs. 17.72 mil in September 2016 and 16.14 mil in August 2017Sales to replace the damaged vehicles by the...
177 Views
Tesla's Rushed Model 3 Roll-Out--A Risk to Customers
Tesla reported their Q3 (September quarter) deliveries after the US market close on October 2nd. While total deliveries of 26,150 vehicles is a...
161 Views
U.S. September Auto Demand: 18.6m Unit SAAR Beats Analyst Expectations, but at What Cost?
September SAAR shot up to 18.57m units, which is the strongest selling rate seen YTD and significantly above consensus analyst expectations for the...
113 Views