Références (Extrait)

Total Page:16

File Type:pdf, Size:1020Kb

Références (Extrait) Page 1 sur 4 Références (extrait) Industrie automobile Nissan Diesel Motor Co., Ltd., Japon Adam Opel AG, Allemagne General Motors Corporation, USA Nissan Mexicana, S.A. de C.V., Mexique Nissan Motor Co., Ltd., Japon, Thaïlande AUDI AG, Allemagne, Chine GM Korea Company, Corée Nissan Motor Light Truck Co., Ltd., Japon AUDI HUNGARIA Zrt., Hongrie Nissan North America, Inc., USA Great Wall Motor Company, Chine BAIC Yinxiang Automobile Co., Ltd., Chine Nissan Technical Centre Europe Ltd., Royaume-Uni Guangzhou Automobile Group Co., Ltd., Chine Nissan Technical Centre Europe, S.A., Espagne Hainan Tropical Automobile Test Co., Ltd., Chine PIAGGIO & C. S.p.A., Italie Beijing Benz Automotive Co., Ltd. (BBAC), Chine Polaris Inc. (USA) Harley-Davidson, Inc. (Product Dev. Center), USA Beiqi Foton Motor Co., Ltd., Chine PSA Peugeot Citroën (Research Department, NVH Hino Motors Ltd., Japon Group), France Honda Cars India Ltd., Inde BMW AG, Allemagne, Brésil, Afrique du Sud, USA, Renault, France Honda Manufacturing of Alabama LLC, USA Royaume-Uni Renault Nissan Automotive India Private Limited, Inde Honda Motor Co., Ltd., Canada, Japon, Mexique, BMW Brilliance Automotive, Ltd., Chine Renault Samsung Motors Co., Ltd, Corée BMW Motoren GmbH, Autriche Thaïlande, USA BMW SLP, S.A. DE C.V., Mexique Honda Motor Technology Co., Ltd., Chine, Corée Honda R&D Co. Ltd. & Honda Motor Sports, Japon, Rolls-Royce Motor Cars Ltd., Royaume-Uni Thaïlande SAIC Motor Corporation Ltd., Chine BRABUS GmbH, Allemagne Honda Racing Corporation Royaume-Uni SAIC VOLKSWAGEN Automotive Co., Ltd., Chine Cherry Automobile Co., Ltd., Chine Hyundai Motor Company, Corée Scania AB, Suède Isuzu Motors Ltd., Japon Chongqing Changan Automobile Co., Ltd., Chine SEAT S.A., Espagne Isuzu Motors Germany GmbH, Allemagne Shanghai Automotive Industry Corporation, Chine Chrysler Corporation, USA IVECO Magirus AG, Allemagne Shanghai Volkswagen Powertrain Co., Ltd., Chine Jaguar Cars Ltd., Royaume-Uni Shenzhen BYD Auto Co., Ltd., Chine DAF Trucks N.V., Pays-Bas Jaguar & Land Rover Ltd., Royaume-Uni South East (Fujian) Motor Co., Ltd., Chine Jiangxi Motors Co., Ltd., Chine Daihatsu Motor Co., Ltd., Japon Škoda Auto a.s., République Tchèque Jiangxi Jiangling Motors Import&Export Co, Ltd, Chine Kia Motors, Corée Daimler AG, Allemagne, USA SsangYong Motors Company, Corée Daimler Greater China Co., Ltd., Chine KTM Motorrad AG, Autriche Daimler Trucks & UNIMOG, Allemagne, USA Leapmotor, Chine Subaru Corporation, Japon Dongfeng Motor Co., Ltd. / Nissan, Chine MAN Truck & Bus, Allemagne, Autriche Suzuki Motor Corp., Japon Dongfeng Honda Automobile Co., Ltd., Chine Dr. Ing. h.c. F. Porsche AG, Allemagne Mazda, Japon Tata Daewoo Commercial Vehicle Co., Ltd., Corée FAW JEFANG AUTOMOTIVE Co., Ltd Toyota, Japon FAW Jiefang Quingdao Auto Factory, Chine Mercedes-AMG GmbH, Allemagne UD Trucks Corporation, Japon FAW-Volkswagen Automotive Co., Ltd., Chine Mercedes-Benz GmbH, Allemagne Mercedes-Benz Argentina S.A., Argentine Fiat, Italie Mercedes-Benz South Africa (Pty) Ltd., Afrique du Sud Volkswagen AG, Allemagne Mercedes-Benz Research & Development India Pvt., Inde Volkswagen de México, Mexique Force Motors Ltd., Inde Mercedes-Benz LLC, USA Volkswagen do Brasil, Brésil Volvo Car Corporation, Suède, Chine Ford-Werke GmbH, Allemagne MINI (BMW Group Plant Oxford), Royaume-Uni Volvo 3P, France Volvo Bus Corporation, Suède Fuji Heavy Industries Ltd., (FHI), Japon Mitsubishi Motors Corporation, Japon Volvo Group Korea Ltd., Corée Volvo Truck Corporation, Suède Geely Automobile Holdings Ltd., Chine Nanjing Automobile Co. Ltd. Technology Centre, Chine Volvo Powertrain Corporation, Suède, France Geely Auto Parts Sourcing Co., Ltd., Chine Industrie aéronautique et spatiale NASA Johnson Space Center, USA AECC Shenyang Liming Aero-Engine Co., Ltd., Chine GKN Aerospace, Engine Systems, Suède NASA White Sands, USA Airbus Defense & Space, France IABG mbH, Allemagne National Technical Systems, USA Airbus Operations GmbH, Allemagne AITC Assembly, Integration and Test Centre, Malaisie IAI, Israël Onera, France Anhui Haery Aviation Power Co., Ltd., Chine ArianeGroup GmbH, Allemagne AVIC Shenyang Engine Design and Research ISRO Satellite Centre (ISAC), Inde Rolls-Royce Canada Ltd., Canada Institute, Chine Rolls-Royce Deutschland Ltd. & Co KG, Allemagne AVIC International Aero-Development Corp., Chine I.T.P. Industria de Turbo Propulsores, S.A., Espagne Rolls-Royce plc, Royaume Uni AVIC Shenyang Liming Aero-Engine Group I.T.P. Engines UK, Ltd., Royaume-Uni Corporation, Chine China Helicopter Research & Development Institute Sandia National Laboratories, USA China National Aero-Technology International Lockheed Martin Corporation Sunnyvale, USA China Aerospace Times Electronics Co., Ltd. Lockheed Martin Corporation Santa Cruz, USA China National South Aviation Industry Co., Ltd. Thales ALENIA SPACE, France, Turquie DLR Deutsches Zentrum für Luft- und Raumfahrt e.V., MDS Aero Support Corp., USA Turkish Aerospace Industries Inc. (TAI), Turquie Allemagne ESA ESTEC, Pays-Bas MTU Aero Engines GmbH, Allemagne MTU Maintenance Hannover GmbH, Allemagne © 2021 Müller-BBM VibroAkustik Systeme. Tel +49 89 264860-0, Fax -450, www.mbbm-vas.com. Caractéristiques sujettes à modification sans avis préalable. REF2102. Page 2 sur 4 Equipementiers Advics, Japon GITI Radial Tire (Anhui) Co., Ltd., Chine Robert Bosch, Allemagne, Mexique Guangxi Yuchai Machinery Co., Ltd., Chine Hankook Tire Co., Ltd., Corée Röchling Automotive AG & Co. KG, Allemagne AFE GmbH & Co. KG, Autriche Hasco Magna Electric Drive System Co., Ltd., Chine Röchling Automotive Engineering Leifers S.r.l., Italie Henan Suda Electric Vehicle Technology Co.Ltd. Air International Thermal Systems, USA Rücker GmbH, Allemagne Chine Aisin Seiki Co., Ltd., Japon Hitachi Automotive Systems Europe GmbH, All. Saeron Automotive Co., Ltd., Corée HP Pelzer Group, Allemagne, Chine, Corée, Schaeffler Group, Allemagne, Brésil, Chine, France, Akrapovič d.d., Slovénie Royaume-Uni Japon, Corée, USA, Slovaquie Alps Electric, République tchèque, Allemagne Hubei Tri-Ring Clutch Co., Ltd., Chine Sebring Technology GmbH, Autriche Amitronics GmbH, Allemagne HYUNDAI CORE MOTION Corée APL Automobil-Prüftechnik Landau GmbH, Allemagne Hyundai Mobis, Corée SEKISO CO., LTD., Japon ASIMCO NVH Technologies Co., Ltd., Chine Hyundai WIA Corporation, Corée IAB Consult, Allemagne Senior Berghöfer GmbH, Allemagne AUTONEUM, France ICHIKOH Industries Co., Ltd., Japon SGL Brakes GmbH, Allemagne Baoding Nuobo Rubber Production Co., Ltd., Chine Shanghai Huizhong Automotive Co. Ltd., Chine ILJIN Global, Corée Shanghai Huizhong Automotive Manuf. Co.Ltd., Chine BASF AG, Allemagne Illbruck Insulation SA, Suisse Shengrui Transmission Corporation Limited, Chine Shenzhen DENZA New Energy Automotive Co., Ltd. Bayer Industry Services GmbH & Co.OHG, Allemagne Imasen, Japon Shenzhen Intecom Technology Co., Ltd., Chine IMS Gear GmbH, Allemagne SKF B.V., Pays-Bas BOGE Elastmetall GmbH, Allemagne Intier Automotive Näher GmbH, Allemagne SKF USA, Inc., USA BorgWarner Turbo Systems Engineering GmbH, USA iwis engine systems (Shanghai) Co., Ltd., Chine SOGEFI, France BOS GmbH & Co. KG, Allemagne iwis motorsysteme GmbH & Co. KG, Allemagne Standard Profil Company, Turquie JATCO, Japon Sugihara Co., Ltd., Japon Bosch Automotive Diesel Systems Co., Ltd., Chine JATCO FRANCE SAS, Espagne Sumitomo Riko Co. Ltd., Japon Bosch Electrical Drives Co., Ltd., Corée Bosch Engineering GmbH, Allemagne Johnson Controls, Allemagne, USA Taizhou Valeo Wenling Automotive Co., Ltd., Chine Johnson Electric Automotive, Inc., USA Tenneco Automotive Heinrich Gillet GmbH, Allemagne Bridgestone, Japon JTEKT Corporation, Japon Tenneco Automotive Polska Sp. z.o.o., Pologne Brose CZ spol. S.r.o., République tchèque JTEKT Dalian Innovation Automotive Co., Ltd., Chine Tenneco FAWSN (Changchun) Automobile parts Co., JTEKT Europe, France Ltd., Chine BTR Metzeler Automotive Profiles GmbH, Allemagne The Gates Corporation, Corée Kamtec, Inc., Corée Keihin, Japon Burgmann Automotive GmbH, Allemagne Thomas Magnete GmbH, Allemagne KS Kolbenschmidt Huayu Piston Co., Ltd., Chine Calsonic Kansei Corporation, Japon, Royaume-Uni Kumho Tire Co., Inc., Corée Tianjin Lovol Engines Co., Ltd., Chine Liuzhou Lihe Exhaust Control System Co., Ltd., Chine Chengdu Xiling Power Components Co., Ltd., Chine Liuzhou Risun Rubber Products Co., Ltd., Chine Toyoda Koki Dalian Innovation Automotive Co., Ltd., China Electronics Oriental Trading Co., Ltd, Chine Chine Magna Auteca AG, Autriche COMAU Inc., USA Umfotec GmbH, Allemagne Magna Powertrain AG & Co. KG, Autriche Magna Steyr Fahrzeugtechnik AG & Co KG, Autriche CONTINENTAL Group, France, Allemagne Valeo-Group, Chine, France, Allemagne, Hongrie, Continental Reifen Deutschland GmbH Allemagne MAHLE Group, All., Inde, Japon, Brésil, Chine, USA Mexique Conti Temic microelectronic GmbH, Allemagne Mahle Donghyun Filter Systems Co., Ltd., Corée Valeo Kapec Co., Ltd., Corée Temic Automotive Electric Motors GmbH, Allemagne VDL Nedcar bv, Pays-Bas Daeheung R&T Co., Ltd., Corée Mando-Brose Corporation, Corée VDO Automotive AG, Allemagne Dana Sealing Products Reinz-Dichtungs GmbH, Allemagne MANN+HUMMEL Group, Allemagne, République VITESCO Technologies GmbH Allemagne tchèque, Corée, Chine, France VITESCO Technologies France SAS France Denso Corporation, Japon Miba Sinter Austria GmbH, Autriche VITESCO Technologies Holding China Co., Ltd.Chine W.E.T. Automotive Systems (China) Ltd., Chine Detroit Diesel Corp., USA Miba Precision Components Co., Ltd, Chine
Recommended publications
  • Sajtóközlemény Toyota Central Europe
    SAJTÓKÖZLEMÉNY TOYOTA CENTRAL EUROPE INTEGRÁLT AUTÓÜZEMELTETÉSI PLATFORM KIFEJLESZTÉSÉBEN VÁLLAL RÉSZT A TOYOTA KÍNÁBAN Az új mobilitási szektor egy példa nélküli szövetség keretében egyesíti erőit az autóiparral: világ legzöldebb és leginnovatívabb autógyártójának tartott, a mesterséges intelligencia, az autonóm autózás és a robotika területén is vezető fejlesztőnek számító Toyota által is támogatott együttműködés kulcsterületei közé tartozik a járműértékesítés és lízing, a szolgáltatások, a finanszírozás, a flottaüzemeltetés és autómegosztás, illetve a járművek és iparági szabványok közös fejlesztése. A DiDi Chuxing vállalat és 31 autóipari beszállító cég, köztük a Lexus prémium márkát is jegyző, a környezetbarát hibrid elektromos meghajtás mellett az akkumulátoros elektromos és hidrogén üzemanyagcellás elektromos technológia fejlesztésében is élen járó Toyota bejelentette a DiDi Autóipari Szövetség (D-Alliance) létrejöttét. Ez az első alkalom, hogy az új mobilitási szektor erőforrásai és erősségei, valamint az autóipar kulcsfontosságú láncszemei ilyen formában egyesülnek, hogy közös járműüzemeltetési platformot fejlesszenek ki, amely minden szempontból alkalmazkodik a közelgő személy- és áruszállítási forradalomhoz. A partnerek hisznek abban, hogy ez a projekt kulcsfontosságú a felhasználó- és tulajdonos-központú autós ökoszisztéma létrehozása szempontjából, amelyben dominálnak az új energiát felhasználó járművek, az intelligens vezetési technológiák és a megosztott mobilitási megoldások. Cheng Wei, a DiDi Chuxing alapítója és vezérigazgatója
    [Show full text]
  • Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP
    Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP Friends and Fellow Investors: For June 2018 the fund was down approximately 13.8% (no that is not a misprint- please see the paragraph below) net of all fees and expenses. By way of comparison, the S&P 500 was up approximately 0.6% while the Russell 2000 was up approximately 0.7%. Year-to-date the fund is down approximately 16.2% while the S&P 500 is up approximately 2.6% and the Russell 2000 is up approximately 7.7%. Since inception on June 1, 2011 the fund is up approximately 67.4% net while the S&P 500 is up approximately 134.7% and the Russell 2000 is up approximately 113.7%. Since inception the fund has compounded at approximately 7.6% net annually vs 12.8% for the S&P 500 and 11.3% for the Russell 2000. (The S&P and Russell performances are based on their “Total Returns” indices which include reinvested dividends.) As always, investors will receive the fund’s exact performance figures from its outside administrator within a week or two; meanwhile I continue to waive the annual management fee until the entire fund regains its high- water mark. The fund was absolutely massacred this month, and it was primarily due to our large short position in Tesla, to which I added on each new piece of negative news, much of which was indicative of the kind of outright fraud (see below) that would immediately send a “normal stock” into a death spiral, and yet for most of the month Tesla’s stock kept levitating.
    [Show full text]
  • Annual Report 2019 年報
    China ZhengTong Auto Services Holdings Limited Auto China ZhengTong (Incorporated under the laws of the Cayman Islands with limited liability) (根據開曼群島法律註冊成立的有限公司) 中國正通汽車服務控股有限公司 ANNUAL REPORT 2019 ANNUAL REPORT www.zhengtongauto.com 年報 ANNUAL REPORT 2019 年報 CONTENTS 2 Company Profile 73 Independent Auditor’s Report 3 Five Years’ Financial Summary 81 Consolidated Statement of Profit or Loss 6 Chairman’s Statement 82 Consolidated Statement of Profit or Loss and Other Comprehensive Income 10 Management Discussion and Analysis 83 Consolidated Statement of Financial Position 26 Corporate Governance Report 85 Consolidated Statement of Changes in 35 Environmental, Social and Governance Equity (ESG) Report 86 Consolidated Cash Flow Statement 55 Directors’ and Senior Management’s Profiles 87 Notes to the Consolidated Financial Statements 58 Directors’ Report 184 Corporate Information COMPANY PROFILE China ZhengTong Auto Services Holdings Limited China ZhengTong Auto Services Holdings Limited (the “Company” or “ZhengTong” or “ZhengTong Auto”, and together with its subsidiaries, the “Group”) is the leading 4S dealership group in China focusing on dealership of luxury and ultra-luxury branded automobiles such as Porsche, Mercedes-Benz, BMW, Audi, Jaguar and Land Rover, Volvo, Infiniti and Cadillac. The Group also operates dealership stores of middle market brands, such as FAW Volkswagen, Buick, Nissan, Toyota, Honda and Hyundai. The Group has developed a forward-looking strategic network covering developed regions and fast growing provinces in China so as to lay down a solid foundation for rapid growth of the Group in the future. As at 31 December 2019, we operated 135 dealership outlets in 41 cities across 17 provinces and municipalities nationwide not only covering the developed automobile market of some of the affluent first-tier and capital cities, but also effectively expanding to second and third-tier cities and regions with rapid growth and low automobile penetration.
    [Show full text]
  • Report on Emerging Automakers in China in 2018 (Corporate Reach & Connectivity Functions)
    Report on Emerging Automakers in China in 2018 (Corporate Reach & Connectivity Functions) November 2018 STUDY GOAL AND OBJECTIVES METHODOLOGY This report provides the industry executives with strategically signifisignificantcant Both primary and secondary research methodologies were used competitor information, analysis, insight and projection on the in preparing this study. Initially, a comprehensive and exhaustive competitive pattern and key companies in the industry, crucial to the search of the literature on this industry was conducted. These development and implementation of effective business, marketing and sources included related books and journals, trade literature, R&D programs. marketing literature, other product/promotional literature, annual reports, security analyst reports, and other publications. REPORT OBJECTIVES Subsequently, telephone interviews or email correspondence TtblihTo establish a compre hiftlhensive, factual, annua lldtddtlly updated and cost- was conducted with marketing executives etc. Other sources effective information base on market size, competition patterns, included related magazines, academics, and consulting market segments, goals and strategies of the leading players in the companies. market, reviews and forecasts. To assist potential market entrants in evaluating prospective INFORMATION SOURCES acquisition and joint venture candidates. The primary information sources include Company Reports, To complement the organizations’ internal competitor information and National Bureau of Statistics of
    [Show full text]
  • Guangzhou 2019: Wie China Die Autowelt Verändert
    Auto-Medienportal.Net: 25.11.2019 Guangzhou 2019: Wie China die Autowelt verändert Von Des Sellmeijer, cen Während die meisten Medien von der Los Angeles Auto Show in Kalifornien berichten, findet gleichzeitig im Fernen Osten eine nicht minder wichtige Automesse statt: Die Guangzhou Auto Show 2019 in Kanton, der Hauptstadt der Provinz Guangdong mit mehr als 100 Millionen Einwohnern, unweit von Honkong und Macao. Mehr als 900 000 Besucher konnte die Messe zuletzt verzeichnen; sie gibt traditionell einen guten Überblick über die Entwicklung von Markt und Herstellern in China. Erster Eindruck: 15 Hallen sind gut gefüllt, nahezu alle großen chinesischen und ausländischen Marken sind heuer in Kanton vertreten. Auch Liebhaber von Luxusautos und Exoten kommen auf ihre Kosten; unter anderem zeigen Aston Martin, Bentley, Lamborghini, Lotus, McLaren, Porsche und Rolls-Royce ihre neuesten und schönsten Modelle. Nur Ferrari ist nicht dabei. Was für ein Kontrast zur schlechten Beteiligung auf der jüngsten Frankfurter IAA! Die Chinesen holen schnell auf Noch vor wenigen Jahren wurden die chinesischen Hersteller für ihre merkwürdigen Designs und schwache Produktqualität verspottet. Aber diese Messe ist ein Augenöffner für den Rest der Welt: China holt auf – und zwar schnell. Noch immer gibt es eine neue Marke nach der anderen. Aber die Autos sind besser geworden, und die Präsentation hält jedem Vergleich stand. Überall gibt es visuelle Erlebnisse: Spiele, interaktive Präsentationen, Live-Vorführungen und mehr. All dies soll die Besucher an die Stände fesseln und ihnen die Marken nahebringen. Als Vorbild dafür diente offensichtlich die Präsentation von Mini – aber die Chinesen haben den Ansatz der BMW-Tochter übernommen und so weit verfeinert, daß der Mini-Stand im Vergleich zu ihnen langweilig wirkt.
    [Show full text]
  • Electric City Elestric
    Electric City Cars New Dawn The Electric City Cars of the Twenty First Century In the second decade of the twenty first century the internal combustion engine powered city cars popularity is on the wain as the popular trend is to purchase ever bigger cars and adverse legislation making them uneconomical to produce. But the gap could be filled by the new breed of electric city cars that manufacturers around the world are producing or developing in increasing numbers. A False Dawn Early Electric Cars This year over twenty two companies are either offering for sale or planning to do so in the near future an electric car. The year is not 2020 but 1900, one hundred and twenty years ago. Today the electric car is becoming fashionable, the cutting edge of technology, but the electric car is nothing new and a hundred years ago it had passed its first flush of popularity and was to decline into relative obscurity for the next ninety years. At the beginning of the last century fleets of battery electric taxis where running in Berlin,Paris, London and New York. In Berlin the authorities operate a small fleet of battery electric fire engines and ambulances and the post office a large fleet of battery electric postal delivery vans. Another surprising fact is that by nineteen sixteen over twenty seven thousand battery electric truck where in use in the USA. It seemed to be the beginning of a new age. Electric cars where easy to drive, very similar to cars today that are fitted with an automatic gearbox and of course electric starters, that by the way we're first used in an hybrid car early in the last century.
    [Show full text]
  • Will Chinese EV Start-Ups Reshape the Automotive Industry?
    Viewpoint Will Chinese EV start-ups reshape the automotive industry? The successes, challenges and roadblocks for EV start-ups With Chinese regulators’ stimulation policy, a number of EV start-up companies have been set up since 2015. Many of them aim to launch EV products with high levels of artificial intelligence, connectivity and autonomous driving technology. In this viewpoint, Arthur D. Little reviews major players’ product offerings, highlighting sales and aftersales services, market performance, major challenges and implications for the future. Stimulated by the government’s NEV policy, a They either have successful internet entrepreneur backgrounds, number of EV start-ups have emerged in the Chinese as do the founders of NIO (Li Bin), Lixiang (Li Xiang) and Xpeng market (He Xiaopeng); or hold track-records as senior leaders of major OEMs, as is the case for the founders of WM motor (Shen Hui, Since 2015, the new energy vehicle (NEV) market in China has ex-SVP of Geely Group), Aiways (Fu Qiang, ex-senior executive been growing rapidly. of SVW and Audi) and Enovate (Zhang Hailiang, ex-SVP of SVW By 2019, approximately 500 EV start-ups had been registered and SAIC Group), and the co-founders of Byton (Daniel Kirchert in China and more than 60 had unveiled their concept vehicles. and Carsten Breitfield, ex-VPs of BMW). Many addressed the trends of artificial intelligence (AI), The sales volumes of EV start-ups in 2019 show sharp contrast. connectivity and autonomous driving (AD). WM Motor, NIO and Xpeng ranked top three due to relatively NIO, WM Motor and Xpeng are the top three EV start-ups high intelligence and connectivity design, premium after-sales in terms of total financing and sales volume.
    [Show full text]
  • Stanphyl-Capital-Letter-8-20.Pdf
    Stanphyl Capital Management LLC Stanphyl Capital GP, LLC Stanphyl Capital Partners LP August 31, 2020 Friends and Fellow Investors: For August 2020 the fund was down 15.4% net of all fees and expenses. By way of comparison, the S&P 500 was up 7.2% while the Russell 2000 was up 5.6%. Year-to-date 2020 the fund is down 20.9% while the S&P 500 is up 9.7% and the Russell 2000 is down 5.5%. Since inception on June 1, 2011 the fund is up 21.7% net while the S&P 500 is up 215.5% and the Russell 2000 is up 109.5%. Since inception the fund has compounded at 2.2% net annually vs 13.2% for the S&P 500 and 8.3% for the Russell 2000. (The S&P and Russell performances are based on their “Total Returns” indices which include reinvested dividends. The fund’s performance results are approximate; investors will receive exact figures from the outside administrator within a week or two. Please note that individual partners’ returns will vary in accordance with their high-water marks.) What the hell happened this month, and for that matter, the first eight months of 2020? The short answer is: I’m a “long value/short bubbles” investor in a market where “the bubbles” are hugely outperforming “the value,” and thus losses from our short positions overwhelmed the gains from our longs, which on their own are up considerably. Now, here are the long answers, and why I think things are about to turn around for us… First, here is the approximate year-to-date (for stocks we’ve held since January 1) or “since purchase” (for stocks bought during 2020) performance for our longs; these figures are approximate because I’ve added to or trimmed these positions along the way, sometimes booking profits at higher or lower levels: ASYS: +43% AVNW: +54% DAIO: +23% EVOL: +14% (I also took profits on approx.
    [Show full text]
  • Towards Cross-Modal Electrification2018 Corrections to Global EV Outlook 2018
    Global EV Outlook 2018 https://doi.org/10.1787/9789264302365-en ISBN : 9789264302365 © OECD/IEA 2018 Corrigendum Please note that despite our best efforts to ensure quality control, errors have slipped into Global EV Outlook 2018. You will find a list of corrections at the end of the publication. Global EV Outlook Towards cross-modal electrification2018 Corrections to Global EV Outlook 2018 Old text New text Comments In the recent Nordic EV Outlook 2018 (IEA, In the recent Nordic EV Outlook 2018 (IEA, 2018b). 2018ba). Source: IEA analysis developed with the IEA Source: IEA analysis developed with the IEA Mobility Model (IEA, 2018a) Mobility Model (IEA, 2018ab) the Nordic EV Outlook 2018 (IEA, 2018b) and the Nordic EV Outlook 2018 (IEA, 2018ba) and two editions… two editions… not included in Figure 2.2) (IEA, 2018b). not included in Figure 2.2) (IEA, 2018ba). PHEV models especially in recent years (IEA, PHEV models especially in recent years (IEA, 2018b). 2018ba). to scale up production (IEA, 2017a; IEA 2018b). to scale up production (IEA, 2017a; IEA 2018ba). most influential factors for their purchase most influential factors for their purchase decision (IEA, 2018b). decision (IEA, 2018ba). significant drop in electric car sales in 2016 (IEA, significant drop in electric car sales in 2016 (IEA, 2018b). 2018ba). one gaining the highest share of sales (IEA, one gaining the highest share of sales (IEA, 2018b). 2018ba). was around 250 million units (China News, was around 250 million units (China News, 2017; IEA, 2018c), 2017; IEA, 2018cb), national standard for LSEVs (Xinhua, 2017b), national standard for LSEVs (Xinhua, 2017b), same level as reported for 2016 (First Electric same level as reported for 2016 (First Electric Vehicle Network, 2018a; First Electric Network, Vehicle Network, 2018a; First Electric Vehicle 2018b).
    [Show full text]
  • China Automotive Human-Machine Interaction (HMI) Research Report, 2020
    China Automotive Human-Machine Interaction (HMI) Research Report, 2020 Feb.2020 STUDY GOAL AND OBJECTIVES METHODOLOGY This report provides the industry executives with strategically significant Both primary and secondary research methodologies were used competitor information, analysis, insight and projection on the in preparing this study. Initially, a comprehensive and exhaustive competitive pattern and key companies in the industry, crucial to the search of the literature on this industry was conducted. These development and implementation of effective business, marketing and sources included related books and journals, trade literature, R&D programs. marketing literature, other product/promotional literature, annual reports, security analyst reports, and other publications. REPORT OBJECTIVES Subsequently, telephone interviews or email correspondence To establish a comprehensive, factual, annually updated and cost- was conducted with marketing executives etc. Other sources effective information base on market size, competition patterns, included related magazines, academics, and consulting market segments, goals and strategies of the leading players in the companies. market, reviews and forecasts. To assist potential market entrants in evaluating prospective INFORMATION SOURCES acquisition and joint venture candidates. The primary information sources include Company Reports, To complement the organizations’ internal competitor information and National Bureau of Statistics of China etc. gathering efforts with strategic analysis,
    [Show full text]
  • December 2017 Advanced Mobility Monthly Update
    Advanced Mobility Market Update December 2017 Electric Ecosystem Mobility-as Autonomous Data & Vehicles Intelligence -a-Service Solutions Analytics About Greentech Capital Advisors Our mission is to empower companies and investors who are creating a more efficient and sustainable global infrastructure. We are purpose-built to ensure that our clients achieve success. We have deeply experienced senior bankers and investment professionals who are sector experts and understand our clients' industry and needs. We reach a vast global network of buyers, growth companies, asset owners and investors, and thereby provide clients with more ways to succeed through a deeper relationship network. We have directly relevant transaction experience which enables us to find creative structures and solutions to close transactions. We are an expert team of 55 professionals working seamlessly on our clients' behalf in New York, Zurich and San Francisco and through a strategic partnership in Japan. Our team of experienced bankers and investment professionals provides conflict-free advice and thoughtful, innovative solutions, and we do so with an intensely focused effort that does not stop until our clients achieve success. Greentech Capital Advisors / 1 Advanced Mobility Market Update Recent News Business > Apple patented a navigation system for self-driving cars, detailing methods Developments to make self-driving vehicle navigation more efficient (CNBC) > Baidu is suing a former executive who it says stole proprietary autonomous Greentech’s Take: driving technology to power a start-up (FT) > As of Jan. 5, Delphi and Aptiv have traded > Delphi completed its spin-off of its Powertrain Systems segment, and is now up ~11% and ~5%, trading as Aptiv (NYSE:APTV), focusing on components for electric and respectively, since the autonomous vehicles (Forbes) spin off was completed on Dec.
    [Show full text]
  • China Passenger Car Camera Market Report, 2019Q1
    China Passenger Car Camera Market Report, 2019Q1 May 2019 STUDY GOAL AND OBJECTIVES METHODOLOGY This report provides the industry executives with strategically signifisignificantcant Both primary and secondary research methodologies were used competitor information, analysis, insight and projection on the in preparing this study. Initially, a comprehensive and exhaustive competitive pattern and key companies in the industry, crucial to the search of the literature on this industry was conducted. These development and implementation of effective business, marketing and sources included related books and journals, trade literature, R&D programs. marketing literature, other product/promotional literature, annual reports, security analyst reports, and other publications. REPORT OBJECTIVES Subsequently, telephone interviews or email correspondence TtblihTo establish a compre hiftlhensive, factual, annua lldtddtlly updated and cost- was conducted with marketing executives etc. Other sources effective information base on market size, competition patterns, included related magazines, academics, and consulting market segments, goals and strategies of the leading players in the companies. market, reviews and forecasts. To assist potential market entrants in evaluating prospective INFORMATION SOURCES acquisition and joint venture candidates. The primary information sources include Company Reports, To complement the organizations’ internal competitor information and National Bureau of Statistics of China etc. gathering efforts with strategic analysis,
    [Show full text]