March U.S. Auto Demand: 17.48m SAAR with Truck Incentives Far Outpacing Car Incentives
March SAAR came in at 17.48m units, up 2.3% sequentially but down by 3.2% YoY. Average transaction price and average incentives rose, with the...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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Hyundai Mobis: A Few Thoughts on PWC's Valuation of the Spinoff Entity - W606,472?...or W78,543?
We took a close look at PWC's DCF-based valuation on the Spin off entity. While we can make a number of comments on the pro-forma, the purpose of...
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StubWorld: Mobis & Glovis Spinoff Merger
This week in StubWorld …Hyundai Mobis Co Ltd (012330 KS) is front and center in Hyundai Motor Group's Spinoff Merger, however, Hyundai Glovis Co...
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Hyundai Mobis & Hyundai Glovis Spinoff Merger Summary & Other Things
Hyundai Mobis Co Ltd (012330 KS) will first be split into Investmentco (including the core parts unit) and Opco (which has the module and...
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