The Unlikely Great Wall - BMW Mini Outsourcing Deal
Recently there have been busy ungrounded media headlines on a rumored joint-venture between Bayerische Motoren Werke AG (BMW GR)’s Mini and Great...
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China Meidong (1268 HK): Meeting with Peer Yongda Highlights Strong 2H17
I recently had a meeting with the management of China Yongda Automobile Services Hldg (3669 HK). This company has a market cap of approximately 2.5...
408 Views
Harley Davidson - Not Exactly an Easy Rider
The American motorcycle industry is in a slump, and demand for Harley Davidson (HOG.US) product - the most popular brand of motorcycle - continues...
435 Views
Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To?
What's new?Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US), Mobileye N.V. (MBLY US) announced today they have signed a memorandum of...
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The Cheapest and Most Profitable Tire Company in the World: Â Catalysts and Valuation (Part 2 of 2)
Hankook Tire has the strongest growth profile amongst its global tire peers over the next few years from robust unit volume growth combined with a...
677 Views