Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
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YTD China SAAR Impressions: Â Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. Â However, March SAARÂ of 27.0m units showed...
1k Views
Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
395 Views
2016 Oil&Gas Reserves: PetroChina Overtakes ExxonMobil for #3
At a time of low oil&gas prices and with companies having cut CAPEX, it is important to check the disclosed proven reserves at the end of 2016...
417 Views
Subaru Set to Exceed 1m Unit Sales With Industry Leading Margins. Time to Short?
Stellar Performance Coming to an EndSubaru Corp (7270 JP) has had a tremendous run since the financial crisis, rising over 23x from a low of JPY223...
385 Views