Automotive industry
168 Threads
• Shizouka, Japan - 1906 • A poor blacksmith's son. • A drive for machines. • An indomitable will. The result? A $50 billion automotive titan. Here's the story of Soichiro H...
If you are interested in $TSLA, or Mercedes, or Ford, or any automaker, or just the industry in general, you need to get to know BYD. Time for a quick thread.
I profiled BYD, whose stratospheric rise to become the world's largest EV maker almost beggars belief. No silver bullet transformed BYD into what it's become; rather, it achieved...
Excellent piece from @greg_ip -- Not clear Europe is ready for this shock, or even saw it coming. https://t.co/hnL2y3aXDv
Like @nfergus I keep trying -- It is hard to do a graph of Chinese auto exports and not end up with a hockey stick these days. 1/x https://t.co/DavTW5RyxU
How did the steam engine change the world? A lot. How did the internal combustion engine change the world? A lot. So how will battery-powered electric vehicles change the world? Pr...
ZFCV (ZF Commercial Vehicle Control Systems India) Erstwhile Wabco, now part of the ZF Group, is one of the leading players in the auto ancillary pack, which has been operating in...
American cars are uniquely big, expensive, and inefficient. Here's the best-selling car in America last year (right) vs. the best-seller in Europe (left). So why are American car...
Detailed Analysis of #Pricol - An auto ancillary that can benefit tremendously from the EV megatrend. ⚡🚗 CMP - ₹232 Like and retweet for maximum reach!! https://t.co/LufyNg7aPF
The "deglobalization" of the world's auto industry continues. Chart from the WSJ, h/t @scienceisstrat1 1/ https://t.co/cPIFyGkFYb
1/ Junkyards, wrecked cars, a duopoly, 30% operating margins, and two self-made billionaires: this is the story of Copart. https://t.co/XHnziWE48f
1. In hindsight, the Polestar 1 was the harbinger of China taking over the global automotive market. Launched in 2019, the car didn’t get that much attention. It’s significance a...
If you've been keeping an eye on Japanese media reports regarding the car industry. You'll notice the most featured Chinese brand is BYD Left, Yangwang U9 a $150,000 supercar Rig...
China will soon dominate the global automotive manufacturing industry. This will have significant consequences for China’s defense industrial base and America’s national security i...
In the last few decades, the SUV market in America has exploded. Automakers say the reason for this growth has been "changing consumer preferences." But that's not the full story...
Top 15 Auto Ancillaries stocks to watch out for this Quarterly results season Our Techno-funda analysis has identified potential multi-bagger stocks which are on verge of multi ye...
Tesla has started a price war between battery and internal combustion engine cars, and it's just getting started🧵 https://t.co/enFzoeuDtV
India is burying the hatchet with a key Western power After major scandals derailed ties, New Delhi is rebooting ties -Defence pact to be signed in May -200,000+ 🇮🇳 diaspora to...
From LEADER to LAGGARD: How BMW (and TOYOTA) sealed its EV fate in a single day 🚀NEW VIDEO OUT Why is it that #BMW and #Toyota, two prominent LEADERS, became dead-last LAGGARDS on...
Pricol conducted Q3 FY23 con call on 23 February 2023 Here are the key highlights of the call 👇👇👇 https://t.co/kLWTkZt1kJ
.@Rivian Chief Engineer Charles Sanderson Returns To @McLarenAuto As CTO: Sanderson was McLaren's Head of Software Development before he left for Rivian in 2018. — @Motor1com https...
Endurance Technologies Ltd conducted their Q3 FY23 earnings conference call on 9th February 2023 Here are the key highlights 👇🏻👇🏻👇🏻 https://t.co/NqbDrAavNh
1/ For those that are following the Chinese auto market, you may have heard about the price war that's happening right now. TLDR; OEMs are offering massive discounts (up to 40% o...
Swedish-Kenyan electric vehicle firm Roam has opened a larger plant off Nairobi’s Mombasa Road that it expects to assemble up to 50,000 motorcycles per year in the medium term. htt...