Analyzing the Consumer Sector’s Performance Last Week
On September 1, General Motors (GM) released its August sales report. In August, US retail sales recorded 275,552 vehicles—7.5% higher YoY.
Automotive
Everything you need to know about stock and business developments in the automotive sector.
Analysts’ Recommendations for Toyota in August 2017
Toyota Toyota (TM) is the second-largest auto manufacturer in the world after Volkswagen (VLKAY), according to 2016 global auto sales data. In 2008, Toyota became the world’s largest automaker by volume, despite being founded much later than legacy US auto giants (IYK) General Motors (GM) and Ford Motor (F). Recommendations on Toyota According to recent data […]Comparing Mainstream Automakers’ 2Q17 Profit Margins
In 2Q17, General Motors’ (GM) adjusted EBIT (earnings before interest and taxes) stood at 3.7 billion. The company’s EBIT margin was 10.0% for the quarter.Marginal Rise in Industrial Confidence in Colombia in 2017
Industrial confidence in Colombia (GXG) improved in June 2017 to -5.4% as compared to -8.8% in May 2017.Inside India’s Inflation in May 2017
Consumer price inflation in India stood at ~2.2% on a YoY (year-over-year) basis in May 2017, as compared to its 2.99% rise in April 2017.NVIDIA’s Strategy to Boost the Adoption of Autonomous Cars
NVIDIA is partnering with auto suppliers like Bosch, truck companies like PACCAR, and mid-tier carmakers like Toyota (TM) to increase the adoption of AI car platforms.Does the Basic Materials Sector Still Lead in India in 2017?
India’s stock market performance has picked up pace since the beginning of 2017. The S&P BSE Sensex has gained about 10% year-to-date through May 18, 2017.Why Toyota’s Fiscal 2017 Revenues Fell
In the calendar year 2016, Toyota (TM) stood as the second-largest automaker by volume in the world after Volkswagen (VLKAY).Comparing Norfolk Southern’s Intermodal Traffic with CSX’s
Norfolk Southern’s intermodal traffic Norfolk Southern’s (NSC) total intermodal traffic rose 6.5% in the week ended April 29, 2017. Its volumes reached ~78,000 containers. Norfolk’s container traffic rose 5.6%, and its trailer traffic rose 15.6% YoY (year-over-year) to nearly 6,900 units, compared with 5,900 units in the week ended April 30, 2016. Since the beginning of […]Is Intel Taking a Huge Risk by Acquiring Mobileye?
The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.Behind Norfolk Southern’s Intermodal Volumes in the 8th Week
NSC’s total intermodal traffic rose 4.3% in the week ended February 25, 2017, reaching ~78,000 containers and trailers.Do Low Interest Rates Inflate Asset Prices?
On January 26, financial adviser Andy Chase told CNBC’s Mike Santoli that equity valuations are at an all-time low. Chase believes that stocks provide the strongest investment opportunity in 2017.Why Is Tesla’s Association with Panasonic Important?
Tesla’s agreement with Panasonic for the solar energy business made it clear that their association isn’t just limited to cells and battery manufacturing.Goldman Sachs Rated Harley-Davidson as ‘Neutral’
Harley-Davidson (HOG) reported 3Q16 Motorcycle and Related Products revenues of $1.09 billion, a fall of 4.4% from the $1.14 billion reported in 3Q15.How the Recent Rise in Oil Prices Could Affect the Auto Industry
In November 2016, the WTI (West Texas Intermediate) crude oil prices traded on a bullish note after witnessing a 2.9% rise in the previous month.Comparing General Motors and Ford’s Huge Pension Obligations
In the last six years, Ford contributed ~$12.9 billion to its pension funds. It’s the main reason why it has a better-funded status than General Motors.What Different Pension Plans Do Automakers Offer?
Defined benefit plans are one of the oldest types of post-retirement benefit plans that automakers offer to their employees.Analyzing Tesla’s Updated Energy Products
In October, Tesla unveiled the second version of the Powerwall and Powerpack. The second version comes with higher energy storage capacity.Will Demonetization Impact India’s Inflation?
The demonetization that has been in effect since November 9 is expected to have a negative impact on inflation. Consumer spending activity almost stopped.How Could Demonetization Impact the Indian Economy?
The demonetization of the 500 rupee note and the 1,000 rupee note will likely hit the Indian economy hard in the short term.What RBC Capital Thinks of Harley-Davidson
Harley-Davidson (HOG) has a market cap of $10.4 billion. It fell 1.2% to close at $58.29 per share on November 15, 2016.Polaris Industries Acquired Transamerican Auto Parts for $665 Million
Polaris Industries (PII) reported 3Q16 sales of ~$1.2 billion, which represents a fall of 18.5% from its ~$1.5 billion in sales in 3Q15.A Look at Kellogg’s 3Q16 Performance
Price movement Kellogg (K) has a market cap of $26.4 billion. It rose 0.11% to close at $75.21 per share on November 1, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 1.4%, -2.6%, and 6.1%, respectively, on the same day. Kellogg is trading 0.07% below its 20-day moving average, 3.4% below […]Morningstar: Using Economic Moat to Assess Stocks
The concept of economic moat is the basis of Morningstar’s assessment of a company’s (KO)(ORCL) long-term investment potential.A Look at Harley-Davidson’s 3Q16 Performance
Price movement Harley-Davidson (HOG) rose 13.1% to close at $56.37 per share during the third week of October 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 13.1%, 8.5%, and 27.2%, respectively, as of October 21. HOG is trading 9.2% above its 20-day moving average, 8.1% above its 50-day moving average, and […]Bank of America Merrill Lynch Upgrades PKG to a ‘Buy’
Price movement Packaging Corporation of America (PKG) has a market cap of $7.8 billion. It rose 0.53% to close at $83.77 per share on October 18, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 3.9%, 4.2%, and 36.4%, respectively, on the same day. PKG is trading 3.2% above its 20-day moving […]Jefferies Is Rating Harley-Davidson a ‘Hold’
Harley-Davidson (HOG) has a market cap of $9.4 billion. It rose 0.21% to close at $52.59 per share on September 30, 2016.Why the Bank of Japan Wants to Overshoot Its Inflation Commitment
One of the key features of Japan’s new monetary policy framework is its inflation-overshooting commitment.Why Haruhiko Kuroda Says Japan Is out of Deflation
According to Kuroda, “Japan’s economic activity and prices, as well as financial conditions, have improved substantially, and Japan’s economy is no longer in deflation.”Harley-Davidson Rose Again on Rumors
Harley-Davidson (HOG) rose 1.6% to close at $52.52 per share during the third week of September 2016.Credit Suisse Has Rated Boston Beer Company ‘Underperform’
Boston Beer (SAM) has a market cap of $2.0 billion. It fell 1.4% to close at $162.15 per share on September 16, 2016.What Are GoPro’s Key Content Partnerships?
In June 2016, GoPro announced its partnership with Ford, wherein the two companies will develop an original series called Unstoppable Life.Why Did Johnson Controls Rise on September 6?
Johnson Controls (JCI) has a market cap of $31.5 billion. It rose by 2.4% to close at $48.90 per share on September 6, 2016.How Did Ford Motor Perform in August 2016?
Ford Motor fell by 1.3% to close at $12.44 per share on September 1, 2016. Its weekly, monthly, and YTD price movements were -0.24%, 2.6%, and -6.7%.Why Did Harley-Davidson Cut Jobs?
Harley-Davidson rose by 0.36% to close at $52.89 per share on September 1, 2016. Its weekly, monthly, and YTD price movements were -0.66%, 2.4%, and 18.5%.Packaging Corporation of America Completes Acquisition of TimBar
Packaging Corporation of America (PKG) has a market cap of $7.4 billion. It fell by 0.57% to close at $78.91 per share on August 29, 2016.Johnson Controls’ New Contract with Methodist Healthcare
Johnson Controls (JCI) has a market cap of $28.2 billion. It fell by 1.8% to close at $44.27 per share on August 24, 2016.Does Emerson Have a Competitive Advantage?
An analysis of Emerson Electric’s (EMR) ROIC between 1995 and 2015 shows that 2001–2003 were the only years when ROIC fell below 13%.Is Ford Maintaining the Right Balance between Retail and Fleet Sales?
In July 2016, Ford’s fleet sales rose by 6% YoY to 55,321 units, whereas its retail vehicle sales fell by 6% YoY to 161,158 units.Why Did Foot Locker’s Price Target Rise?
Foot Locker has a market cap of $9.3 billion. It fell by 0.35% and closed at $68.25 per share on August 22, 2016. It reported fiscal 2Q16 sales of $1.8 billion.Is Danaher Losing Its Competitive Advantage?
We analyzed Danaher’s (DHR) ROIC in the 20-year period between 1995 and 2015 and classified the period of study into 16 buckets of five years each.Danaher’s Journey from Corporate Raider to Corporate Statesman
Danaher (DHR) was the brainchild of brothers Steven and Mitchell Rales. It was incorporated as a holding company in 1984.How Ford Motor Performed in July 2016
Ford Motor (F) has a market cap of $47.6 billion. It fell by 4.3% to close at $11.94 per share on August 2, 2016.Bank of America/Merrill Lynch Upgraded Bunge Limited to a ‘Buy’
Bunge Limited (BG) has a market cap of $8.8 billion. It rose by 0.48% to close at $63.33 per share on August 2, 2016.Analyzing Ferrari’s Valuation Multiples ahead of 2Q16 Earnings
As of July 18, 2016, Ferrari’s (RACE) forward EV-to-EBITDA multiple is 11.1x. Ferrari’s forward PE (price-to-earnings) multiple is trading at 20.2x.What Drove General Motors’ Revenues Higher in 2Q16?
In 2Q16, General Motors’ (GM) revenues came in at $42.4 billion. This reflects an increase of 11.1% over $38.2 billion in the corresponding quarter of the previous year.How Did Polaris Industries’ Segments Fare in 2Q16?
In 2Q16, Polaris Industries (PII) reported sales of $1,130.8 million, a fall of 0.58% compared to the corresponding period last year.Can Ford Sustain Its Revenue Growth?
In 1Q16, Ford (F) reported an 11.3% year-over-year (or YoY) rise in its global revenue, which was $37.7 billion compared to $33.9 billion in 2Q15.Why Did Honda Motor’s Stock Rise ~3% on July 11?
Honda Motor (HMC) has a market cap of $45.2 billion. It rose by 2.8% to close at $25.78 per share on July 11, 2016.Understanding Zipcar’s Business Model
Founded in 2000, Zipcar was one of the car-sharing industry’s early entrants.
