Edited by Peter Hillerberg2 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Malaysian new car registrations hit 74,122 in September, according to the Malaysian vehicle registration authority. That is the largest September on record since 2017. It beats the previous best of 68,970 set in September 2023. Battery-electric vehicles led the charge. Malaysian BEV registrations rose 69% year on year to 5,945 units, up from 3,523 in September 2025.
The picture in Europe was similarly strong. European battery-electric registrations rose 40% year on year in September to 32,458 vehicles, per national registration totals compiled by ORTEX. That compares with 23,175 a year earlier. Together, the two regions point to accelerating EV adoption across very different markets.
Away from auto markets, Canadian bank regulatory filings told their own story. Business loans reached CAD 3.18 trillion in August, the largest August reading on record since 1996, up from CAD 2.93 trillion in August 2025. Personal deposits stood at CAD 4.60 trillion, the largest August reading since 2009, edging above CAD 4.58 trillion a year earlier. Both records come from Canada's banking regulator call reports. US international airport traffic also extended its run: international passengers enplaned and international seats flown both rose for three consecutive months through July 2026, per state-level airport authority data.
In New Zealand, the electricity regulator's connection data showed retail electricity connections reaching 2,374,784 in September, the highest reading since the series began in 2011.
Several automakers report this week, and vehicle registration data measured by ORTEX to lead their revenues in out-of-sample backtests is already pointing in different directions. German car registrations lead GM revenue by 15 days with a strong fit. That series is running 133% above the same quarter last year, with all three months in. German registrations also lead TSLA revenue by 43 days, strong fit, and are running 269% above the year-earlier quarter, with three of three months in. Both companies report this week.
RNO reports on 22 October. Austrian registrations, a moderate-fit lead with a 32-day measured lag, are running 6% above the prior year. Dutch registrations, another moderate-fit lead, are running 19% below the year-earlier quarter. VOLCAR B reports on 23 October. Finnish registrations, a moderate-fit lead, are running 9% below last year. India registrations, also a moderate-fit lead with a 56-day measured lag, are running 9% above the same quarter last year, with all three months in.
Also on 23 October, India registrations lead MARUTI revenue by 58 days with a weak fit. That series is running 31% above the year-earlier quarter. Kia reports on 26 October. Austrian registrations, a moderate-fit lead with a 45-day measured lag, are running 9% above last year, with three months in. These readings show where the registration data points so far. They are not forecasts of the reported figures.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
