Tesla: Market Expectations for 1Q18 Vs. The Remainder of the Year
Based on changes in consensus estimates over the past 2 months, we believe consensus now cautiously believes that the Model 3 production bottleneck...
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NTN's FY2018 Forecast Likely to Be Muted; Plays First-Mover Card with In-Wheel Motors for EVs
Ntn Corp (6472 JP) is a leading manufacturer of precision mechanical parts and components, especially hub bearings for which the company is a...
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U.S. Autos: Efforts to Delay Gas Guzzler Penalties Get Blocked by Federal Appeals Court in NY
According to media reports, the Court of Appeals in NY blocked the NHTSA's decision in July 2017 to indefinitely delay a planned increase in gas...
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TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
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Tesla: China's Loosening of JV Rules May Not Be Good News - Another Topic for 1Q Earnings Q&A
The latest announcement by the Chinese government that will ease the current requirement for foreign auto companies to enter a JV in order to...
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