June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
750 Views
June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
504 Views
Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
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May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
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