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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Global Autos: Hankook Tire's Rise to the Global Top Tier and Other Tire Industry Musings (Part 1)
Overall, the tire industry remains one of the few bright spots in the auto sector. Auto OEMs and parts players are broadly exposed to the current...
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Actually - China SAAR YTD Looks Stronger than It Did in Jan-May 2016
Preliminary sales figures released by CAAM suggest that industry demand is up by 0.6% MoM and up by 0.2% YoY. Jan-May figures based on the...
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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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My Visit to Tesla Dealership in Seoul + Thoughts About Peak Oil Vs Abiotic Oil
My Visit to Tesla Dealership in SeoulScott Laprise/ 乐天虎's recent report about Tesla Motors Inc (TSLA US) dealership in China gave me the idea to...
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