Global Markets Research ANCHOR REPORT Global Autos Outlook: Automotive trade – A Whole New World? US auto tariff hike risks up, at least in 4 June 2018 the short term; Suzuki new global pick Research analysts Japan Autos & Auto Parts Masataka Kunugimoto - NSC US protectionism is posing multiple challenges to global OEMs: 1) Higher
[email protected] tariffs, 2) More capex in the US, and 3) Rising raw material costs. Americas Autos & Auto Parts The Auto industry is staring at global excess capacity, no matter what the Anindya Das - NSC
[email protected] outcome of the Section 232 drama. South Korea Autos & Auto Parts Key themes and analysis in this Anchor Report include: Angela Hong - NFIK
[email protected] Comprehensive look at trade-related issues facing global automakers, China Autos & Auto Parts possible strategies they could adopt to cope, and potential winners Benjamin Lo - NIHK and losers over the near to medium terms.
[email protected] Joseph Wong - NSC In-depth analysis of current US auto trade issues, including NAFTA
[email protected] renegotiations, Section 232 review, trade with Japan, EU, and South India Autos & Auto Parts Korea. Kapil Singh - NFASL
[email protected] Suzuki is our new global top pick; we also like Geely, Hyundai Motor, Indonesia Consumer Related Maruti Suzuki, and Tesla (TSLA covered by Instinet, LLC. technology Elvira Tjandrawinata - PTNI analyst Romit Shah).
[email protected] Americas Technology Romit Shah - ILLC
[email protected] KellanProduction Grenier Complete: – ILLC 2018-06-05 03:21 UTC
[email protected] See Appendix A-1 for analyst certification, important disclosures and the status of non-US analysts.