June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
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ํ๊ตญ์ ์ฌ๋ฒ๊ฐํ, ๋ค์ ๋จ๊ณ๋ก ๋์
์ง๋ 6์ 13์ผ, ๋ํ๋ฏผ๊ตญ์์๋ ์ง๋ฐฉ์์น๋จ์ฒด์ ์ฅ๊ณผ ๊ตฌ์ฑ์์ ๋ฝ๋ ์ง๋ฐฉ์ ๊ฑฐ์ ํ์ฌ ๋น์ด์๋ ๊ตญํ์์ ์์์ ์ฑ์ฐ๊ธฐ ์ํ ์ฌ๋ณด๊ถ์ ๊ฑฐ, ๋ ๊ฐ์ ์ ๊ฑฐ๊ฐ ์ด๋ ธ๋ค. ์ฌ๋น์ธ ๋๋ถ์ด๋ฏผ์ฃผ๋น(์ดํ ๋๋ฏผ์ฃผ)์ด ๋ ์ ๊ฑฐ์์ ๋ชจ๋ ์์นํจ์ ๋ฐ๋ผ ์ด๋ฒ ์ ๋ถ์ ์ ์ฑ ๋ฐฉํฅ์ ํ์ด ์ค๋ฆด...
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June US Auto Demand:ย 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY.ย While we currently...
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Update on the EV Roll-Out in Korea and a Visit to the Hyundai Motor Studio in Goyang
In this report, I provide an update on the status of the EV roll-out in Korea. Plus, I recently visited the Hyundai Motor Studio in Goyang, about...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units.ย ...
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