Renault/Nissan - More Noise, Less Certainty, More Path Risk
If you read the last two pieces in the series - Renault/Nissan/Mitsubishi - A Thinkpiece and Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not....
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Minth:Â Still Your Car's Diet Solution
In FY 2017, production and car sales in China were up a meager amount of 1.6% and 1.4% respectively. Consumers' are a lot more selective,...
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Mazda (7261) Update--On Fragile Ground
Mazda's sales in North America appear to be on a tear, with January vehicle sales up +14% YoY and February up by another +11% YoY. Unfortunately,...
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The Autobot Update (March):Â Riding on the Big Boy's Coattails
In addition to crunching the industry numbers provided to us by Toyota, we also visited Thai Rung. Thai Rung is one of the smallest and least...
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Mazda Motors: Stock Primed for Spark Controlled Compression Ignition
Mio Kato, in his recent note Mazda Vs. Suzuki: The Contrarian View, was bullish on Mazda. In this follow up note, we take a deep dive into Mazda’s...
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