Tesla--Q3 Blowout Is a Pie in Naysayers' Faces, but Unsustainable
Tesla may be the world's most profitable car maker in Q3 of 2018, with a pro-forma operating (OP) margin of 6.1% and adjusted OP margin of 11.8%...
945 Views
Mazda: After Integration of Sales Financing with Toyota, How Long Till Toyota Ups Its Stake?
Yesterday, the Nikkei reported that Toyota Motor (7203 JP) and Mazda Motor (7261 JP) would merge their sales financing operations. The Japanese...
616 Views
Tesla--German Competitors Have Robust FCF and the Bond Market Is Bearish on Tesla's Survival
Our Smartkarma colleagues at ANTYA Investments Inc. ("ANTYA") published two reports last week that had some flawed numbers regarding German...
490 Views
Autonomous Tech Redefines Global Auto Sector…
Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a...
390 Views
Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
195 Views