China November Auto Demand: SAAR Weakens MoM but FY17 Demand Likely to Be up by 3-4%
In many ways China's 4Q SAAR patterns are very reminiscent of 4Q17, so we are not concerned about the MoM SAAR dip seen in November.China's...
99 Views
Akebeono Brakes (7238)--Bosch to Sell Its 12% Stake
German auto parts giant, Robert Bosch (unlisted) announced that it intends to sell its 12.1% stake in Akebono Brakes (7238) in a public stock...
240 Views
Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
137 Views
The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
345 Views
A Closer Look at Suzuki's Automobile Operations in India
Chacko Jacob of LightStream Research, in his note, MSIL: Compacts to Lead Growth in 2H; Electric Cars to Align Maruti’s Future with India’s EV...
180 Views