More From Jitendra Parashar
What to Expect from the Auto Industry Going Forward
With changing auto industry (VCR) dynamics, automakers are trying to explore ways to remain on top in the US auto market.
Why Ford’s Lincoln Sales Fell 6% in China in October
In the previous part of this series, we looked at the second-largest US automaker, Ford’s (F), sales in China in October. The company’s weakening Chinese sales are likely to continue.
Trump Thinks Fed’s ‘Ridiculously Timed’ Rate Hikes Hurt GDP
Last Friday, President Donald Trump in a tweet called the Federal Reserve’s interest rate hikes a mistake.
Why Did Ford’s Recent Earnings Reflect Weakness?
In 2015, Ford Motor Company’s (F) adjusted earnings stood at $1.84 per after with a rise of $1.53 per share in 2014.
Analyzing Fiat Chrysler’s Debt Position Going into 4Q17
At the end of 3Q17, Fiat Chrysler’s net industrial debt was 4.4 billion euros (~$5.2 billion). That’s an increase of 4.2 billion euros (~$4.9 billion) since the end of 2Q17.
What Could Hurt Fiat Chrysler Stock This Week?
In 1Q17, Fiat Chrysler stock impressed investors by gaining ~19%. But the stock began 2Q17 on a negative note. As of April 13, FCAU has lost 11.3% month-to-date.
Analyzing Tesla’s Revenue Growth in 4Q16
In 4Q16, Tesla (TSLA) reported GAAP (generally accepted accounting principles) revenues of $2.3 billion, an increase of 31% YoY (year-over-year).
Are Green Vehicles Going Over with US Buyers?
In this series, we’ll look at August sales for hybrids, plug-in hybrids, and battery electric vehicles in the United States, and why battery electric vehicles are gaining strength.
Fiat Chrysler’s US Jeep Sales Jumped 45% in March 2018
In March 2018, Fiat Chrysler Automobiles (FCAU) sold 2,576 car units of its luxury brand, Alfa Romeo, in the US market.
Why Most Analysts Are Suggesting a Hold on Ford’s Stock in April
According to the latest data compiled by Reuters, 33% of analysts covering Ford Motor Company (F) have given the stock “buy” recommendations, while 58% have recommended a “hold.”
Ford’s December Sales Tanked 8.8%: Is a US Slowdown Coming?
Today, America’s second-largest automaker, Ford Motor Company (F), released its US sales figures for December 2018.
Should Automakers Celebrate after Trump’s Tweet on China Tariffs?
In the last couple of quarters, US automakers (XLY) including Ford (F), Tesla (TSLA), and General Motors (GM) have warned investors about the negative impact of China tariffs on their business.
What’s Driving Honda Higher on Wall Street in 1Q17?
Currently, Honda is trading at $30.79 and is hovering right above an important support level of $30.70.
Is GM Planning to Give a Global Push to Its Electric Vehicles?
GM’s increasing retail vehicle sales in the US continued to have a positive impact on its margins.
How Ford’s Valuation Multiples Look ahead of Q1 2019 Event
As of April 22, Ford’s (F) forward EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple was 13.1x.
Can GM’s Stock Sustain Its Year-to-Date Rise in December?
General Motors has delivered a return of 6.9% year-to-date as of December 16, 2016. This return was much lower than the 10.5% return of the S&P 500 Index.
Could Higher Retail Sales Help Ford Boost Its Margins?
In January 2017, Ford’s US sales to retail customers rose 6% YoY to 120,400 vehicle units.
Why No Analyst Thinks You Should ‘Sell’ Honda Stock This Xmas
According to the analysts’ consensus data, ~43% of the analysts covering Honda (HMC) recommend a “buy” as of December 12, while 57% recommend a “hold.”
Ford F-Series Truck Sales Grew 9% Year-over-Year in February 2017
In February 2017, Ford’s F-Series truck US sales stood at 65,956 units with a YoY increase of ~9%.
How Has Harley-Davidson Performed so Far in 3Q16?
Harley-Davidson is set to release its 3Q16 earnings report on October 18, 2016. The company is the most popular heavyweight motorcycle brand in the world.
Tesla’s Journey from Top Carmaker to Underperformer
Despite the company’s meeting its second-quarter Model 3 production goal, its stock traded on a negative note in the third quarter.
Fiat Chrysler’s European Sales Fell in November 2017
In November 2017, Fiat Chrysler Automobiles’ (FCAU) total Italy sales were at ~74,600 vehicles units, which reflected a minor decline of 0.9% from the company’s European market sales of ~75,300 units in the same month of 2016.
Why Fiat Chrysler Outperformed Its Peers in 4Q16
In 3Q16, Fiat Chrysler reported strong adjusted EPS (earnings per share) of 0.47 euros or $0.53—more than double its EPS in 3Q15.
Toyota’s US Sales Continue to Strengthen in February 2018
In February 2018, Toyota (TM), the largest Japanese automaker, reported a 4.5% YoY (year-over-year) increase in its US sales volume, to 182,195 units.
Trump Says His Election Prevented a Stock Market Crash
Apart from investors’ concerns about rising interest rates, the major worry that triggered a massive sell-off in the fourth quarter of 2018 was the US-China trade war triggered by President Donald Trump.
Will Fiat Chrysler’s Stock Continue to Rally after a Flat 2016?
In 2016, Fiat Chrysler Automobiles (FCAU) sold about 2.24 million vehicle units in the US market, compared to 2.25 million units in 2015
Honda’s Strong US Truck Sales Keep the Optimism Alive in February
In 2016, America Honda Motor sold about 1.6 million units in the US market, a YoY increase of 3.2%.
What Factors Boosted Advance Auto Parts’ Profit Margins in Q1?
In the first quarter, Advance Auto Parts’ (AAP) gross profit remained nearly flat at $1.3 billion with a minor increase of 0.1% YoY.
These Key Factors Were behind Tesla’s Solid 1Q17 Revenues
In 1Q17, Tesla (TSLA) reported GAAP (generally accepted accounting principles) revenues of $2.7 billion.
A Look at Japanese Automakers’ China Sales in May
In May, Toyota Motor (TM) reported a YoY (year-over-year) increase of 8.6% in its China sales to 122,400 vehicle units.
Fiat Chrysler Stock Rose 5.7% in Week 37
In the week ending September 14, Fiat Chrysler stock (FCAU) rose 5.7% and closed at $17.50. In the previous week, the stock registered 3.2% losses.
Will Thai Court’s Ruling Raise Questions about Ford’s Quality?
Ford stock has fallen in five of the first eight months of 2018.
What Could Drive Tesla’s Valuation Multiples in 4Q16?
As of October 26, 2016, Tesla’s forward EV-to-EBITDA multiple was 26.4x.
Why Fiat Chrysler Stock Is Trading in a Narrow Range
Last week, which ended October 13, 2017, Fiat Chrysler (FCAU) stock remained mixed and witnessed a minor rise of 0.90%.
Why Wall Street Expects GM’s Revenue to Fall in Q1 2019
In the fourth quarter, General Motors (GM) revenue was at ~$38.4 billion, up about 1.8% from its $37.7 billion in revenue in the fourth quarter of 2017.
How Are Foreign Automakers’ Stocks Faring in March 2019?
US new vehicle sales stood at 1.26 million units in February 2019, down about 2.8% from 1.30 million units in February 2018.
Here’s How Trump Is Supporting Autonomous Vehicle Development
On September 12, 2017, The U.S. Department of Transportation (or DOT) and NHTSA (National Highway Traffic Safety Administration) released new guidelines for autonomous vehicle development.
How the Auto Industry Could Affect AutoZone after Its Latest Earnings
AutoZone’s CEO, Bill Rhodes, noted that AutoZone’s fiscal 4Q17 results “were in line with our expectations and demonstrated steady improvement compared to our fiscal third quarter performance.”
Volkswagen’s US Sales Fell in July for the First Time in 2017
In July 2017, Volkswagen’s US sales fell 5.8% on a year-over-year (or YoY) basis to 27,091 vehicle units.
What Analysts Are Saying about General Motors: 4Q15 and Beyond
General Motors (GM) is set to release its 4Q15 earnings on February 3, 2016. In this series, we’ll see what analysts are estimating for the company.
Did Jeep and Ram Help or Hurt Fiat Chrysler in July?
In July 2016, Fiat Chrysler reported a 5% YoY (year-over-year) increase in its Jeep and Ram brand pickup truck sales in the US.
Could Tesla’s Model 3 Be a Game-Changer?
Tesla is expected to start producing its mass-market electric vehicle—Model 3. It could be a game-changer for the self-driving car industry.
What Auto Parts Retailers Have under the Tree This December
O’Reilly Automotive (ORLY), AutoZone (AZO), and Advance Auto Parts (AAP) have all touched new record highs over the past couple of years.
What Do US Luxury Vehicle Sales in July Tell Us?
In July 2016, the sales volume of luxury cars in the US dropped by 7.7% YoY, but the sales of entry-level luxury SUVs increased by 9.9% YoY.
What Could Be the Key Highlights of GM’s 2Q17 Earnings Event?
During its second quarter earnings event, investors can expect GM’s management to highlight how it plans to deal with a downturn in the US auto sales.
What to Expect from Ferrari Stock after Last Week’s Sell-Off
On August 3, Ferrari stock settled at $124.84, a 5.1% weekly loss. There was a sell-off in the stock after its Q2 earnings conference call.
Why Auto Stocks Traded on a Negative Note in Week 32
In the week that ended on August 10, mainstream automakers General Motors, Ford Motor Company, and Fiat Chrysler Automobiles saw falls.
Support Levels to Watch in the S&P 500 as the Sell-Off Resumes
Today, the broader-market sell-off continues, seeming to intensify. Here’s what you need to know.
Why O’Reilly Automotive’s Profit Margins Contracted in 3Q17
In 3Q17, ORLY’s gross profit stood at $1.23 billion, about 5.1% higher than $1.17 billion in the third quarter of 2016.
What Factors Drove Fiat Chrysler’s Margins in 4Q16?
FCAU reported a significant expansion in its 4Q16 margins. Its adjusted EBIT (earnings before interest and tax) was 1.5 billion euros, or $1.6 billion.
Tesla’s 2016 and Beyond: Analysts Have Mixed Opinions
39.1% of analysts covering Tesla Motors (TSLA) have given “buy” recommendations, while 34.8% of analysts have given it “hold” recommendations.
Key Technical Levels in General Motors Stock before 4Q17 Earnings
As of January 29, 2018, GM stock was trading at $43.02 on a mixed note. The stock posted its all-time high of $46.76 in October 2017.
Ford Sold 5% More F-Series Trucks in H1 2018 than in H1 2017
In June 2018, Ford Motor Company’s (F) F-Series truck US sales were at 79,204 units.
Market Rally: Will Trump Like Powell’s Comments Today?
On November 28, Federal Reserve Chairman Jerome Powell’s speech “appeared to signal a nearer end to the U.S. central bank’s interest-rate hikes,” Reuters reported.
Did Lower China Shipments Hurt Ferrari’s Revenues?
For 4Q16, Ferrari (RACE) reported net revenues of 836 million euros or $901 million. Revenues rose ~12% from about 744 million euros in 4Q15.
Why China’s Uxin Has Surged 106% in 3 Days
The largest Chinese used car e-commerce platform, Uxin (UXIN), continues to rally after its strategic partnership with Alibaba Group’s (BABA) Taobao last week.
Analysts Expect Ferrari’s Q3 EPS to Rise 33.4% Year-over-Year
In Q2 2018, Ferrari (RACE) reported adjusted EPS of 0.84 euros (or $0.98), 17.0% higher than its adjusted EPS of 0.72 euros in Q2 2017.
Could Harley-Davidson Stock Continue to Impress in 2017?
Harley-Davidson is the most popular heavyweight motorcycle manufacturer in the world. It maintains its own premium space in the motorcycle market.
Why Analysts Expect Tesla’s Profit to Decline Further in Q1 2019
As of January 31, Wall Street analysts’ estimates compiled by Reuters suggested that Tesla’s adjusted EPS could be $1.04 in the first quarter this year.
Why Tesla’s 1Q16 Deliveries Aren’t Impressive
During 1Q16, Tesla produced 15,510 vehicles. This is a new quarterly production record for Tesla with a 10% production increase from the previous quarter.
Factors That Could Be Keeping Harley-Davidson Stock Rangebound
In the week ended September 22, Harley-Davidson stock (HOG) traded on a mixed note and ended the week at $48.24 with a minor weekly gain of ~0.5%.
GM, Fiat Chrysler Race ahead While Ford Lags in 2Q16
The majority of the mainstream automakers, including General Motors (GM) and Fiat Chrysler (FCAU), reported solid earnings growth for 2Q16. However, Ford (F) reported marginal year-over-year growth of just 11% in 1Q16.
Inside Ford’s Segmental US Sales in March 2017
In March 2017, Ford’s (F) total US fleet sales were 78,510 vehicle units. That’s a 17.0% YoY (year-over-year) fall in fleet sales for the home market.
Can Tesla Keep Shining in 2Q17?
In 1Q17, Tesla (TSLA) stock delivered an impressive return of ~30%. After struggling for the previous six quarters, it appears to have stepped into glory.
How Ferrari Began 2018 with Stronger Profitability
In 1Q18, Ferrari (RACE) reported a 13% YoY (year-over-year) rise in its adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) of 272 million euros or about $323 million.
A Look at GM’s Performance in China in 2018
GM’s key markets General Motors (GM) divides its Automotive segment’s revenues into three key geographical regions—North America, South America, and Other International Operations. Let’s see how GM performed in its Other International Operations markets in 1Q18. 1Q18 performance in China China is one of the key potential growth markets for General Motors among its international business […]
Analyst Estimate: Ferrari’s Global Revenues to Grow Steadily
For 2016 and 2017, analysts estimate Ferrari’s global revenues to grow at rates of 3.6% and 3.1%, respectively. These estimates can serve as a proxy.
What Could Affect Tesla’s Valuation Multiples in Q3 2018?
Despite their recent falls, Tesla’s valuation multiples are still much higher than those of other legacy auto giants.
Why Analysts Expect Improved Margins for General Motors in 2016
Analysts are estimating that General Motors’ profit margins more than doubled in 2015. They estimate 5.2% in 2015 compared to 2.5% in 2014.
TSLA: Why Improving the Model 3’s Gross Margin Could Be Difficult
In the first quarter, Tesla reported a 19.7% gross margin in its Automotive segment on a generally accepted accounting principles basis.
Analysts’ Expect Ford to Post Lower Revenues in 4Q16
Analysts estimate that Ford’s 4Q16 revenues will be at $35.1 billion—about 7.2% lower than the same quarter last year.
Fiat Chrysler’s 2Q17 Results Kept Optimism Alive on Wall Street
In the week ended July 28, 2017, Fiat Chrysler Automobiles (FCAU) stock continued to trade on a positive note and rose 1.6% from the previous week’s closing price.
Ford Stock Reaches a Five-Month High: What to Expect Next
Last week (ended June 8), Ford (F) stock rose 3.3% to $12.10. In the previous week, the stock rose 1.7%.
Recent Trend in Motor Vehicle Assemblies Still Looks Good in 2018
According to the Fed’s latest release in May, the US industrial production index rose to 107.3 in April.
What Analysts Recommend for Toyota in March 2018
According to the latest data by Thomson Reuters, about 46.0% of 22 analysts covering Toyota recommended a “buy.”
How Is Ford Stock Performing ahead of 3Q17 Earnings?
Ford Motor Company (F) is set to release its 3Q17 earnings report on October 26. Ford is the second-largest US auto company by vehicle sales volume after General Motors (GM).
How Might the US Auto Industry Benefit from the Weakening US Dollar?
The recent weakness in the US dollar is positive for US-based automobile companies (VCR) like Ford (F), General Motors (GM), and Tesla Motors (TSLA).
Ford’s China Sales Continued to Disappoint in November 2017
Ford Motor Company (F) sold about 117,593 vehicle units in China in November 2017, a ~8% decrease from its China (IYK) sales in the same month of 2016.
What Hurt Tesla’s Gross Margin in 1Q18?
In 1Q18, Tesla’s consolidated gross profits stood at $457 million—down 28.3% from $637 million in 1Q17 and up 4% from $439 million in 4Q17.
Harley-Davidson Ended Q3 on Positive Note after Weak H1 2018
In the week ended October 5, Harley-Davidson (HOG) stock fell 3% compared to a 1% fall in the S&P 500 index.
Tesla Stock Beats Wall Street as Model 3 Fever Is On
In the fourth week of May 2017, Tesla stock (TSLA) rose 4.6% to $325.14. The company had a market cap of ~$53.4 billion on May 26.
Factors That Could Drive Tesla’s Valuation Multiples in 3Q17
On August 3, Tesla’s forward EV-to-EBITDA multiple was 38.9x.
Can General Motors Post Solid 1Q17 Results?
In 4Q16, General Motors (GM) reported an adjusted EPS (earnings per share) of $1.28, which was about 8% lower than its 4Q15 EPS of $1.39.
Trump’s Ignorance Could Lead the Auto Industry to Disaster
Since President Donald Trump began his presidential campaign, he’s repeatedly targeted the auto industry for hurting the US jobs market.
Word on the Street: Analysts’ Recommendations on Ford
According to the latest Bloomberg consensus, 35% of analysts covering Ford (F) have given the company “buy” recommendations.
Why Netflix Surged Nearly 10% Today
American online media giant Netflix (NFLX) stock seems to be on fire, leading the tech stock rally today.
Tesla Stock Is Trading Near Its 52-Week Low: What’s Next?
In the week ended October 5, Tesla stock (TSLA) fell 1.1% after tanking 11.5% in the previous week.
These Tech Giants Are Making the NASDAQ Bleed Today
Today’s steep falls in large tech companies are haunting investors, reminding them of the massive sell-off in the fourth quarter of 2018.
Analysts’ Optimism Continues for Honda after Solid Q3 Truck Sales
In the first nine months of 2018, Honda’s US sales volume fell 2.0% YoY to 1.21 million units.
What’s Next for General Motors’ Valuation Multiples?
In this part of the series, we’ll find out how General Motors’ (GM) valuation multiples are currently trading against its peers.
Tesla Stock Reacts to Elon Musk’s Latest ‘Joint’ Venture
Elon Musk may have surprised many of his followers and loyal Tesla investors today.
Why Apple’s Rally Slowed Last Week
In the week that ended on June 14, US tech giant Apple (AAPL) continued to trade on a positive note for the second week, but its rally slowed. Last week, Apple stock inched up 1.4% after a solid 8.6% gain in the previous week.
Why Did Fiat Chrysler Stock Rise More than 10% Last Week?
On January 26, 2017, Fiat Chrysler released its 4Q16 results. It reported strong adjusted EPS of 0.27 euros, or $0.29—about 68.0% higher than 4Q15.
General Motors’ 1Q17 Earnings Conference Call
During its 1Q17 earning call, General Motors’ management pointed to the company’s record-high 1Q margins, which were better than the industry average.
Ferrari Stock Remained Bearish in the 1st week of December 2017
During the week ended December 8, Ferrari (RACE) stock traded below its 50-day SMA (simple moving average) of $112.60, suggesting a bearish bias.
Analysts Have Mixed Views on Tesla ahead of Q4 Earnings
According to the latest data compiled by Reuters, 32% of analysts covering Tesla stock (TSLA) gave it a “buy” recommendation.
Honda’s US Truck Sales Were Weaker in April 2017
April was the first month in 2017 that Honda reported lower US truck sales on a YoY basis. Weaker truck sales could hurt its second quarter profitability.
Why Falling Crude Oil Is Good for Automakers
As of June 14, WTI (West Texas Intermediate) crude oil futures are trading at $44.73 per barrel.
Ford Started Q3 2018 on a Negative Note in China
Ford (F) sold ~57,662 vehicle units in China in July. The data suggested a massive drop of ~32% from the company’s Chinese sales (IYK) in July 2017.
How AutoZone’s DIY Segment Performed in Fiscal Q4 2018
In the second half of fiscal 2018, AutoZone’s management decided to discontinue aggressive promotional discounts for its ship-to-home sales.