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...
165 Views
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...
149 Views
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...
201 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...
176 Views