Mazda Vs. Suzuki: The Contrarian View
Since the beginning of 2017 the Mazda-Suzuki share price ratio has halved as Suzuki shares have risen 40% (as much as 64% at one point) and Mazda...
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Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
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MitMotors: The Arb Is Getting Interesting
Two weeks ago, Mitsubishi Corp (8058 JP) announced, in conjunction with Mitsubishi Heavy Industries (7011 JP) and Mitsubishi UFJ Financial Group...
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February 2018 US Automotive Sales: Sliding Down a Slippery Slope
US SAAR in February 2018 was 17.08 mil vs. 17.45 million in February 2017 and 17.16 million in January 2018The recent trend of trading margins for...
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February U.S. Auto Demand: Retail SAAR Weaker on Lower Incentives
February SAAR came in at 17.08m units, down 0.2% sequentially and by 2.8% YoY. What was noticeable was that retail SAAR was most likely much lower...
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