Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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U.S. November Auto Sales: 17.5m Unit SAAR Buoyed by Black Friday and Wildfire Related Marketing
U.S. SAAR beat consensus expectations in November (about 17.3m units) to see SAAR inch down only slightly to 17.49m units sequentially from 17.53m...
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Magneti Marelli Attracts Interest from Carlyle and Cinven
Magneti Marelli, the Italian producer of automotive components that belongs to Milan-listed FCA Group, has attracted interest from Cinven and...
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August US Auto Demand: 16.7m Unit SAAR Not Surprising...but Shouldn't Buyers Be Front Loading Now?
August SAAR came in at 16.7m units, down by 0.3% sequentially but up by 0.9% YoY. There are several factors that make apples to apples comparison...
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Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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