China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
644 Views
Monthly on EV Batteries: Panasonic Giving Up on Tesla?; Europe in The Limelight For Battery Players
Highlights for June are as follows: Tesla Motors (TSLA US) plans to develop its own batteries following the halt in investments in its...
735 Views
A Few Thoughts on China's March Auto Demand: SAAR Was Not as Bad as What News Headlines Suggested
March 2019 had one less selling day than March 2018, and 5 more selling days than February 2019. Hence, while auto unit sales fell by 5.1% YoY in...
902 Views
March U.S. Auto Sales: SAAR Strength Beats Expectations - But Is It Fleet Effect?
March SAAR came in at 17.45m units, beating consensus expectations of high 16m unit range. Our expectations were in line with consensus...
631 Views
Nokia (NOKIA FH): Fast-Entry Potential into Eurozone Top 50 in Jun26
NOKIA is estimated to have missed fast-entry into Eurozone Top 50 at the last minute for the June 2026 quarterly review, following a 6.3% price...
170 Views