NSANF News and Press, Nissan Motor Co. Ltd. From 05/10/23

2023-05-10 06:24:08 ET Summary Global electric car sales for March 2023 were up 28% YoY to 16% share. China sales up 23% YoY to 34% share. Europe up 29% YoY to 23% share. EV market news - EPA proposes auto pollution limits to aggressively boost EV sales. IEA says "nearly one in fi...

2023-05-02 12:39:53 ET Summary Unlike China and Europe, the U.S. is a growth market for battery electric vehicles, or BEVs, with a very small number of significantly over-catered segments. Vehicle sales statistics indicate very strong trends by Tesla's BEV rivals: predominantly Lu...

2023-05-01 02:23:43 ET Summary There have been some positive signals from Nissan as of late. While my focus in the Japanese market has been primarily on Subaru and Honda, I'm looking at Nissan here. Nissan is a qualitative business with some things going for it - but only at the r...

2023-04-10 13:15:43 ET Summary A recent trip to China after the country reopened for tourism gives a glimpse into how rapid NIO's presence has grown in the five years since SOP. Conversations with prospective buyers in the two diverse economic regions also highlight key barriers t...

2023-04-08 05:29:00 ET Summary Global electric car sales Feb. 2023 were up 49% YoY to 14% share. China sales up 56% YoY to 33% share. Europe up 14% YoY to 20% share. EV market news - EV demand sentiment was weighed on by some automakers in China heavily discounting ICE vehicles in...

2023-04-06 02:30:00 ET Summary Comus is a Washington State investment advisory that manages separate accounts for investors. Aaron Saunders is the owner and portfolio manager. In the first quarter of 2023, our investments experienced a total return of 8.17% before fees and 7.54% a...

2023-03-21 13:45:43 ET Summary Tesla, Inc. deserves a look even from conservative value investors. After fantastic execution from mid 2020 to present, Tesla is profitable on growing revenue. Ongoing market volatility, inflationary pressures, and a possible recession may provid...

2023-03-20 10:30:41 ET Summary Automakers usually decline markedly during U.S. economic recessions in GDP output. Tesla's valuation remains stretched, and may be priced for perfection. The bubble chart pattern may have further downside to go in 2023 before another meaningful r...

2023-03-16 04:12:00 ET Summary Fallen angels underperformed broad HY by 0.26% in February and now lagged by 0.32% YTD. In the Banking sector, following the collapse of Silicon Valley Bank several regional banks have had their ratings placed under review for possible downgrade. ...

2023-03-04 06:31:40 ET Summary Global electric car sales Jan. 2023 were up 10% YoY to 11% share. China sales down 8% YoY to 26% share. Europe up 3% YoY to 17% share. EV market news - Rho Motion forecasts over 14 million global BEV and PHEV sales in 2023. No more fossil-powered tax...