China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
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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...
803 Views
Nissan Motor--What Happens if Nissan & Renault Both Owned 25% Stakes in Each Other?
At the moment, there is little hope of a long-awaited merger between Nissan and Renault, as Nissan's top management had its Chairman, Carlos Ghosn,...
604 Views
Tesla Inc. – Run Tesla Run
Tesla Motors (TSLA US) (“Tesla” or the “Company”) defied every skeptic and naysayer on both sides of the Atlantic Ocean and the Pacific Ocean by...
752 Views
Tesla--German Competitors Have Robust FCF and the Bond Market Is Bearish on Tesla's Survival
Our Smartkarma colleagues at ANTYA Investments Inc. ("ANTYA") published two reports last week that had some flawed numbers regarding German...
399 Views