Hanon Systems (018880): Overvalued Stocks in The Low Margin Sector
The recent negative sales in the Chinese auto industry and Nissan's case of Carlos Ghosn removal could put additional pressure on the already thin...
901 Views
China Autos: A Few Thoughts on 2018 Industry Demand and Initial Expectations for 2019
China's 2018 auto demand came to 27.8m units according to CAAM's published statistics, bringing the YoY decline to 3.9%. The results were...
573 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
886 Views
Nissan Motor--What Happens if Nissan & Renault Both Owned 25% Stakes in Each Other?
At the moment, there is little hope of a long-awaited merger between Nissan and Renault, as Nissan's top management had its Chairman, Carlos Ghosn,...
752 Views
Tesla Inc. – Run Tesla Run
Tesla Motors (TSLA US) (“Tesla” or the “Company”) defied every skeptic and naysayer on both sides of the Atlantic Ocean and the Pacific Ocean by...
915 Views