Global Autos: J.P. Morgan Weekly Research & Events

This is a summary of the research that the global autos research team published in the past week and includes excerpts from previously published research. Over the past week, the Global Autos team has covered a variety of topics. Jose Asumendi and his team published Q3 first takes and post-call reviews for Volvo, Volvo Cars, Autoliv, Valeo, OPmobility and Michelin. They also published a note on how the EU's curbs on Chinese hybrid imports support a rebound in SXAP and their monthly Global Tire Pricing Monitor. Rajat Gupta and his team published 3Q26 results notes on Tesla, General Motors, Gentex, Gentherm and Visteon. They also published a note on Tesla forming special committees to discuss a potential merger with SpaceX, as well as their Monthly Auto Review and Autos Valuation comp sheet. Akira Kishimoto and his team published two notes on SUBARU, one on its US price cut for the Outback and one following its development strategy briefing. They also published a note on Koito's decision