Volkswagen Scandal Positive for Chinese Auto Manufacturers

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

Last week, the US Justice Department filed a suit against <a href="https://www.smartkarma.com/entities/798" target="_blank" data-smartkarma-citation="entities:798:1">Fiat Chrysler (FCAU US)</a>, accusing the automaker of using illegal software for diesel emission tests, affecting 104,000 vehicles sold since 2014. On May 25th, a group of consumer plaintiffs accused <a href="https://www.smartkarma.com/entities/18811" target="_blank" data-smartkarma-citation="entities:18811:1">General Motors (GM US)</a> of using defeat devices on 705,000 pick-ups in order to pass the emission inspections. A class action lawsuit against GM has been filed. Both FCA and GM deny any wrongdoing, although FCA acknowledged to the authorities…

Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel emission tests, affecting 104,000 vehicles sold since 2014. On May 25th, a group of consumer plaintiffs accused General Motors (GM US) of using defeat devices on 705,000 pick-ups in order to pass the emission inspections. A class action lawsuit against GM has been filed. Both FCA and GM deny any wrongdoing, although FCA acknowledged to the authorities…

Global Autos - Diesel Emission Scandal Update

Stellantis NV

Global Autos - Diesel Emission Scandal Update