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Passenger Vehicles - Sector Research

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  DateDocument Type Title Issuer/Entity
15 Apr 2024 Sector In-Depth Automotive Manufacturing – Global: Slowdown in EV adoption as subsidies end, charging network expansion lags
15 Apr 2024 Sector In-Depth Nonfinancial Companies – Korea: Chipmakers set for strong earnings rebound while commodity sectors struggle
03 Apr 2024 Sector In-Depth Automotive Manufacturers – China: Electric vehicles will boost economy but strain automakers' profitability and leverage
 The document has been translated in other languages
02 Apr 2024 Sector In-Depth Government Policy – China: China faces a balancing act as it ramps up efforts to nurture new growth drivers
 The document has been translated in other languages
28 Mar 2024 Outlook Automotive Manufacturing – Global: Outlook to stable on solid margins, slower but continuing sales recovery
14 Mar 2024 Sector In-Depth Nonfinancial Companies – Asia-Pacific: Corporate Chartbook 2024 - Leverage will fall slightly as EBITDA grows; China slowdown clouds prospects for further improvement (Slides)
13 Mar 2024 Sector In-Depth Government Policy – China: China reinforces stimulus for 2024 but remains restrained
 The document has been translated in other languages
01 Mar 2024 Sector Comment Automotive Manufacturing – Global: Compliance risks in emission and safety regulations are becoming more evident
23 Jan 2024 Sector In-Depth Nonfinancial Companies – Asia (ex Japan and Australia): Potential fallen angels at record high; maturity walls are substantial at $77 billion
21 Dec 2023 Sector Comment Automotive Manufacturers – Europe: Postponement of tighter rules on EU-UK vehicle trade is credit positive
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