Texas Weather Deals Second Blow to Automotive Chip Supply Chain
A chip shortage is preventing the automotive industry from returning to full volume. Meanwhile Japan's earthquake and bad weather in Texas are...
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Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
377 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
951 Views
Nexteer (1316): Earnings Update, Bond Redemption, and Auditor
Nexteer has a promising product launch in the coming years with increased exposure in EV globally. In 2020, it was still profitable and has a...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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