Persisting Competition to Pressure Profitability; Lacking Convincing NEV Strategy
Our fair value estimate for Great Wall Motor is HKD 11.50, based on our expectations for the company’s core SUV business to face stiff competition. With international and local automakers aggressively ...
GM's Capacity Footprint Will Have to Change if US Tariffs Remain in the Long Term
We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial. Moving hourly workers' retiree healthcare to a ...