What Would a Stronger US Dollar Mean for Alcoa?
Alcoa’s value-add company will get a major portion of its revenues from Europe and is thus negatively impacted by a stronger US dollar.
Automotive
Everything you need to know about stock and business developments in the automotive sector.
An Investor’s Guide to Tesla Motors
Tesla Motors (TSLA) was trading at $255 per share on August 20. The share price has been quite volatile over the last few trading sessions.Why growth shifted in the global automotive industry
The automotive industry is geographically concentrated. The top 15 countries produce 88% of the world’s vehicles. Almost all of the G20 nations have a manufacturing unit.The Voya Japan TOPIX Index Portfolio Class A (IJIAX): Historical Overview
The Voya Japan TOPIX Index Portfolio Class A is an index fund, not an actively managed mutual fund, so it necessarily tracks its benchmark index.What Was Ford’s Global Market Share in 3Q15?
Ford (F) commanded a global market share of 7.6% in 3Q15. In comparison, Ford had a market share of 7.3% in the corresponding quarter last year.Harley-Davidson’s 5 Objectives: Investor Takeaways
In its 3Q15 earnings conference call, Harley-Davidson outlined five objectives for the company, including growing sales and outperforming the S&P 500 Index.The Matthews Japan Fund Investor Class (MJFOX): Historical Overview
An introduction The Matthews Japan Fund Investor Class (MJFOX) seeks “long-term capital appreciation,” by investing “at least 80% of its total assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Japan.” While describing its approach towards investing in Asia, the fund house believes that popular equity indices […]General Motors Loses Market Share and the Markets Don’t Care
General Motors’s global market share in 3Q15 was 11.2% as compared to 11.4% in the corresponding quarter last year.Ray Dalio’s Economic Principles: Why Is Japan Still Lagging?
Reviewing Ray Dalio’s economic principles template is helpful to understand the situation in Japan. It’s important to understand Japan’s challenges.International Expansion Is Crucial for Tesla Motors
Expansion into international markets is crucial for Tesla. It will have to follow the footsteps of other US automakers to expand in overseas markets.Tesla Motors Expects to Generate Profits in 2020
In 2Q15, Tesla’s gross profit margin was 22.3%—much higher than other that of established automakers. Tesla expects to post net profits on GAAP in 2020.What Is Tesla Doing to Put Things Right in China?
In response to customer feedback, Tesla has made slight modifications to its Model-S in China, including an “executive rear seat” option.Understanding Tesla Motors’s Product Portfolio
Tesla plans to expand its product portfolio to include the Model-X, which is expected to hit the roads sometime later this year.Understanding Tesla Motors’ Marketing Strategy
As part of its marketing strategy, Tesla places its Superchargers in convenient, visible places such as restaurants, hotels, and shopping malls.Is Tesla Pursuing the Correct Sales and Distribution Strategy?
Tesla (TSLA) uses the online sales model coupled with company-owned stores to sell its cars. Selling more vehicles online reduces the company’s selling costs.What Is Bankruptcy Investing?
Informed investors can profit from businesses that have filed for bankruptcy. A chapter 11 bankruptcy gives a company a second chance to revive its business.What Is the Strategic Importance of Tesla’s Gigafactory?
By 2020, the Tesla Gigafactory will reach full capacity and produce more lithium ion batteries annually than were produced worldwide in 2013.What Value Proposition Does Tesla Offer Its Customers?
Tesla’s value proposition is centered on the electric vehicle market. However, the share of EVs in total vehicle sales is minuscule at best.Indicators Suggest US Inventory Build-Up, SPY Falls 0.94%
August 11 saw the release of a number of key indicator around the world. Wholesale inventory data was the most eagerly awaited in the United States.Understanding Fiat Chrysler’s Key Operations
Fiat Chrysler’s key operations include mass-market car brands such as Alfa Romeo, Chrysler, Dodge, Jeep, and Ram. Its luxury brands are Ferrari and Maserati.An Investor’s Guide to Fiat Chrysler’s Timeline
In this part, we’ll explore some key dates on Fiat Chrysler’s timeline. Fiat Chrysler (FCAU) debuted on the NYSE on October 14, 2014, after Fiat Motors acquired Chrysler.Which Parts of Japan’s Economy Most Need Reform Right Now?
Japan needs to work on reducing the regulatory, political, and social barriers that hinder productivity and profitability in its economy.Supplier Capacity: A Problem for Aircraft Manufacturers?
Boeing bought Vought Aircraft Industries, one of its Tier 1 suppliers. This acquisition helped Boeing gain more robust control of its manufacturing process.Highfields Capital Initiates a Stake in Tesla Motors
Tesla Motors is involved in the design, development, manufacturing, and sales of electric vehicles and advanced powertrain components for electric vehicles.Currency war: Did it boost growth in Japan?
Japan is a classic case of how depreciating currency can boost economic growth. The stimulus package, launched in October 2010, worked over the short term.A summary of Caxton Associates’ key 4Q14 holdings
Caxton Associates’ portfolio fell from $3.04 billion in 3Q14 to $1.29 billion in 4Q14.Why GDP and automotive industry growth are related
There’s a direct correlation between the size of a country’s GDP and its automotive industry. The auto industry has been expanding at a fast pace over the past several years.How Lear became one of the largest automotive parts suppliers
Lear (LEA) is one of the largest automotive parts suppliers with FY14 revenues of $17.7 billion.Vehicle leasing is driven by life cycles and innovation
There are higher maintenance and repair costs as a car gets older. This supports the option of leasing a vehicle.Advertising is key for automotive companies
The automotive industry is one of the biggest spenders when it comes to advertising. General Motors (GM) paid out $928 million during the first half of 2014.Why the automotive industry generates employment
The automotive sector plays a crucial role in job creation. Car manufacturing activity has an employment multiplier value of five.Raw materials – the biggest cost driver in the auto industry
Raw materials contribute about 47% to the cost of a vehicle. On average, an automobile is 47% steel, 8% iron, 8% plastic, 7% aluminum, and 3% glass.Daimler and BMW dominate the luxury car segment
German automakers lead the luxury space in the US. Daimler AG had an 18.4% share. It was followed by BMW. It had a 16.8% share.Consumer Why autos are an opportunity as AT&T’s Mobile Share plan takes off
AT&T’s Mobile Share Value plan is another popular plan. It gives you shareable data for up to ten devices per account, unlimited domestic calls, unlimited domestic and international messages, and 50 GB of free cloud storage.Consumer An investor’s guide to Toyota: Revenue and key drivers
We’ll take a brief look at industry sales to assess Toyota Motor Company’s (TM) position in the global industry. First, we’ll look at industry sales, and second, we’ll assess Toyota’s ability to capture its share of the market.An investor’s guide to Ford Motor Company: Revenue and key drivers
Ford is behind the industry trends with its 2013 units’ sales. Ford’s units in Latin America are roughly in line with industry sales at 8%.Consumer Why companies like Toyota lead in global automobile market share
Global market share is dominated by the top ten original equipment manufacturers (or OEM), which account for 81% of the global automotive industry’s annual sales.Consumer Must-know growth drivers for the global automobile industry
The global automobile market is impacted by global GDP, consumer confidence, employment, the availability of credit, the price of fuel, and consumer confidence.Chilton Investment Company sells its shares in CarMax in 4Q13
Chilton liquidated its position in CarMax Inc. (KMX) in the fourth quarter that had accounted for 0.71% of the fund’s third quarter portfolio.
