China's Auto Sales Decelerated Further in May; New Energy Policy Adds Extra Costs to All Auto OEMs
Last month/May 2017, Auto retail, wholesale, production in China grew 1%, -2%, and 2% year-over-year, respectively, reflecting a further decline...
171 Views
Actually - China SAAR YTD Looks Stronger than It Did in Jan-May 2016
Preliminary sales figures released by CAAM suggest that industry demand is up by 0.6% MoM and up by 0.2% YoY. Jan-May figures based on the...
151 Views
Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
287 Views
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
147 Views
YTD China SAAR Impressions: Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. However, March SAAR of 27.0m units showed...
945 Views