Industry Update: Automotive - JANUARY 29, 2025
2024 auto production hit a four-year low; The 4Q24E earnings of auto parts manufacturers are expected to have continued slowing YoY,
323 Views
Special Report: Stock Valuation - January 2, 2025
The expansionary fiscal policy of the incoming US president is expected to keep US bond yields high for an extended duration, posing risk of de...
609 Views
Automotive - DECEMBER 25, 2024
Auto production in November 2024 continued to decline YoY for the 16th consecutive month, pressured by both weak domestic demand and export...
368 Views
Industry Update: Automotive - SEPTEMBER 25, 2024
We maintain an Underweight rating on the automotive sector due to weak recovery signals, which may pose downside risk to our 2024E auto production...
333 Views
Automotive - Potential Recovery in 2H24E Performance Already Priced In
Sluggish auto production continued to put downward pressure on the revenue and core profit of the three auto firms under our coverage both YoY and...
211 Views