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 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.
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.
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.
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%.
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.
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%.
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.”
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
Why NIO Stock Turned Negative after Q3 2018 Earnings Call
Chinese electric carmaker NIO (NIO) released its third-quarter results on November 6.
Why Fiat Chrysler’s Profit Margins Could Expand in 2Q17
According to Wall Street analysts’ estimates, FCAU is likely to report an EBITDA margin of ~11.6% in 2Q17. This shows a handsome expansion over its 2Q16 EBITDA margin of 9.3%.
Honda Rounded Out the List of Top 5 Auto Stocks in 2017
Honda Motor Company traded on a positive note in 2017 and managed to make our list of the top five gainers in the auto industry for the year.
How Auto Stocks Traded Last Week
Last week (ended November 24), the S&P 500 Index posted a minor rise of 0.9%, while General Motors, Ferrari, and Fiat Chrysler largely outperformed SPY.
What Factors Are Hindering Harley-Davidson’s Profitability?
In 1Q16, Harley-Davidson reported a shift in its product mix. The shipments of Harley’s touring motorcycles fell by 0.8% while shipments of the cruiser and Sportster/street motorcycles rose by 15.1% and 1.2%, respectively.
Honda’s Car Sales Continue to Rise in October 2017
Honda’s US sales in October In October 2017, the American division of Honda Motor (HMC) reported a YoY (year-over-year) rise of about 0.9% in its US sales. The company sold 127,353 units in the United States last month, compared with 126,161 units in October 2016. October 2017 marked the second consecutive month in which American Honda reported a YoY rise […]
Looking at Mainstream Automakers’ 3Q16 Revenues
In 3Q16, mainstream automakers’ year-over-year global revenues didn’t reflect much optimism. Except for GM, no other auto giant posted a notable jump in its global revenue.
A Look at AutoZone’s Key Ratios ahead of 4Q17 Earnings Report
Analyst estimates suggest the company could report positive year-over-year growth in its 4Q17 earnings and revenues.
Why Investors Are Watching Apple Stock Closely Today
On April 9, the shares of the US tech giant Apple (AAPL) were trading at their highest level in the last 21 weeks.
What Are Key Technical Levels in GM’s Stock?
As of January 31, GM’s stock is trading at $36.61.
Honda’s US Sales Rose for the 6th Consecutive Year in 2017
In December 2017, the American division of Honda Motor Company (HMC) reported a YoY (year-over-year) decrease of about 7.0% in its US market sales.
Fiat Chrysler Stock Rose despite Lower US Sales
As of March 3, Fiat Chrysler stock rose ~23.0% on a YTD (year-to-date) basis. Last week, the stock continued to rise and posted 4.0% weekly gains.
Why Another F-Series Sales Drop Could Make Ford Stock Nosedive
In November 2018, Ford F-Series truck US sales were at 72,102 units, a 0.9% YoY decrease.
How Ferrari Got Its Start
Ferrari (RACE) is one of the most prestigious brands in the automobile industry. The Italian racing and sports car manufacturer entered the business in 1947.
Who Cares if It’s a Tent? Just Build Teslas Faster!
On June 16, Musk shared an image of the new Model 3 production line on Twitter, saying “Amazing work by Tesla team. Built entire new general assembly line in 3 weeks w minimal resources.”
Fiat Chrysler Stock: This Week’s Key Technical Levels
As of February 24, 2017, Fiat Chrysler (FCAU) stock has risen about 18.3% YTD. But last week, the stock turned negative.
What Are Analysts’ Recommendations for Tesla?
As of April 5, Tesla stock had ~23% positive returns in the past year. According to analysts’ consensus, Tesla’s target price for the next year was $254.76.
How Did Ford Stock Fare in 4Q16?
Ford (F) is set to release its 4Q16 earnings report on January 26, 2017. It’s the second-largest US automaker by volume after General Motors (GM).
How Are Auto Stocks Performing in the Midst of 4Q16 Earnings?
Fiat Chrysler and Ford announced their 4Q16 results. On January 26, Ford stock fell 3.3%, while Fiat Chrysler stock rose 0.7%.
Moody’s Doesn’t Like the Idea of Tesla Going Private
Tesla (TSLA) has attracted enormous media coverage following Elon Musk’s idea of “taking Tesla private.” What does Moody’s say?
How Ferrari’s Cash Flow Cycle Impacts Profitability
For the last three years, Ferrari (RACE) has been reporting gradual progress in EBITDA (earnings before interest, tax, depreciation, and amortization).
Why Morgan Stanley Analyst Doubts Tesla’s Model 3 Production Goal
On June 6, Tesla stock soared nearly 10% to reach $319.50 due in part to Elon Musk’s optimistic comments about Model 3 production.
Why Did Fiat Chrysler Stock Rise in December?
On Friday, Fiat Chrysler settled at $9.12 with 0.9% gains for the week. In the previous week, the stock violated a key resistance level near $8.80.
How Are Analysts Rating Toyota in January 2018?
According to data collected by Thomson Reuters, about 38% of 24 analysts covering Toyota recommended a “buy.”
Why China’s Kandi Technologies Crashed Today
On Friday, Kandi Technologies (KNDI) stock crashed by nearly 10% after it announced its first-quarter results.
AutoZone Stock Today: Behind the Key Support and Resistance Levels
On May 23, 2017, AutoZone’s stock price was trading at a bearish $581.40. In July 2016, the stock posted its all-time high of $819.54.
Ferrari Stock Reaches New Heights despite Market Weakness
Last week, Ferrari stock (RACE) continued to trade positively, rising 9.2% to $148.90.
4Q17 Oil Price Recovery Could Hurt US Truck Demand
As of December 11, WTI crude oil futures were trading at 57.99 per barrel. Oil prices have witnessed a sharp recovery of ~12.2% in 4Q17.
AutoZone on the Street: Analysts’ Recommendations Now
According to the latest data from Thomson Reuters, 52% of analysts covering AutoZone (AZO) gave the stock a “buy” recommendation.
Key Support and Resistance for Fiat Chrysler Stock
As of January 12, 2017, Fiat Chrysler stock is trading at $9.95. The stock delivered an impressive return. It rose more than 40.0% in the last quarter.
What Does a Technical Analysis of HOG’s Stock Suggest?
As of September 27, 2016, Harley-Davidson’s stock was trading at $52.14. Until the end of 2Q16, the price was well below the downward sloping trendline.
Why Is Fiscal 2017 So Critical for Tesla?
Last year, Tesla unveiled its ambitious mass-market all-electric vehicle (or EV) Model 3.
Analysts’ Recommendations on HOG before Its 4Q17 Results
According to data compiled by Reuters, 68% of analysts covering Harley-Davidson stock gave it “hold” recommendations.
How the Depreciating Euro Has Affected Ferrari’s Profitability
Since its first day of trading on October 21 on the NYSE (New York Stock Exchange), Ferrari (RACE) has fallen by ~10% to $46.62.