Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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March U.S. Auto Demand: 17.48m SAAR with Truck Incentives Far Outpacing Car Incentives
March SAAR came in at 17.48m units, up 2.3% sequentially but down by 3.2% YoY. Average transaction price and average incentives rose, with the...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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Hyundai Mobis: A Few Thoughts on PWC's Valuation of the Spinoff Entity - W606,472?...or W78,543?
We took a close look at PWC's DCF-based valuation on the Spin off entity. While we can make a number of comments on the pro-forma, the purpose of...
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China Promises Reduced Retaliation Against South Korea Due to THAAD
On Friday (March 30th), a top Chinese envoy, State Councilor Yang Jiechi, promised that China will reduce retaliation against South Korea due to...
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