StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
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Mazda's Compression Ignition Gasoline Technology Too Little, Too Late to Overcome Electric
On Tuesday, August 8, Mazda announced plans to introduce a compression gasoline engine to meet its long term sustainability goals, bucking the...
281 Views
Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To?
What's new?Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US), Mobileye N.V. (MBLY US) announced today they have signed a memorandum of...
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China Auto Sales in July: Sales up YoY, Inventory Down for 3rd Straight Month
July sales as reported by CAAM was down 9% sequentially but up 6% YoY.  July SAAR reached 29.4m units, the first time since January 2017 to reach...
257 Views
Toyota Raises Guidance to Start Fiscal 2018 and Announces Mazda Partnership
We are maintaining our fair value estimate after incorporating Toyota’s first-quarter fiscal 2018 results into our model. Total company operating...
259 Views