Some Thoughts on Clean Cars that Sell Side Reports Typically Miss: How to Get Customers to Buy Them
Sell-side broker reports on clean energy vehicles typically focus on technology, regulation and production cost implications on OEMs but vaguely...
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Major 3 Regulations in the US Automotive Industry: The Yield of the Automotive Industry to Decline
We addressed the issue of EV hype in recent insights like "NEV Regulation in China Is Officialized" and will continue to elaborate more on the...
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Nissan: Basics on the Inspection Issue
Nissan did not follow the prescribed final inspection procedures guided by MLTI at all of its 6 domestic plants. It already recalled 1.16million...
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September China Auto Sales: Unadjusted Volume Sales Up, SAAR Down on YoY Basis
China September auto sales was up 23.9% sequentially and up 5.7% YoY, with YTD cumulative sales showing a 4.8% YoY growth. On seasonally adjusted...
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Nissan: Downside Optionality of Potential Quality Control Scandal Creates Asymmetric Risk
Nissan is extremely cheap, trading at 7.2x FY03/18 PE. Extremely cheap on an absolute basis and even compared to its average since 2010 which is...
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