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.
Automotive
Everything you need to know about stock and business developments in the automotive sector.
July’s US Retail Sales Meet Estimates
On August 13, 2015, US retail sales came in at expected levels for July. The increase in the retail sector was broad-based.
Eyes Are on Instagram as Facebook Reports 4Q16 Earnings
As Facebook (FB) reports its 4Q16 results, all eyes are on the company’s mobile revenue. FB has begun taking steps to monetize its other mobile properties such as Instagram.
Why Waymo Is Retiring Google’s Pod Cars
Waymo, the self-driving unit of Alphabet (GOOGL), is phasing out the pod-like cars it has long used to test its autonomous driving technology.
Japan’s trade deficit with China: Worse for GM than the recall
This article considers the impact of Japan’s trade dynamics on Japanese automakers like Toyota (TM) versus General Motors (GM) from a macroeconomic perspective.
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%.
Can China Recover Like It Did in 2016?
In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
GM’s long-term competitive threat: Japan’s investment recovery
Japan is showing signs of investment recovery with its new economic policies coming into play.
Why did JANA Partners boost its position in General Motors?
JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.
Google Could Put Self-Driving Cars on the Roads by Summer 2015
With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.
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.
Border Wall and Trump’s Obsession with National Security
Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.
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).
NIO Stock at $10: Is It Closer than It Seems?
NIO (NYSE:NIO) stock’s recent performance has been very impressive. The stock has gained close to 74% in the last eight trading days.
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 Greenlight started a new position in Lam Research Corporation
Greenlight disclosed a new position in Lam Research Corporation, which accounts for 1.01% of the fund’s 1Q 2014 portfolio.
Ferrari Stock Reaches New Heights despite Market Weakness
Last week, Ferrari stock (RACE) continued to trade positively, rising 9.2% to $148.90.
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.
Why NIO Stock Might Remain Overbought for a While
NIO (NYSE:NIO) stock has risen for four consecutive weeks. The stock has netted a return of 94% to its investors in less than a month.
What Are Ferrari’s Key Geographical Markets?
Stable demand and strong brand image have kept Ferrari (RACE) moving forward, regardless of adverse global economic conditions.
NIO Stock: Pullback or Progress after 4 Straight Weekly Gains?
NIO (NYSE:NIO) stock has gained 83% year-to-date. Notably, 92% of the gains have come in since May 28—the day it announced its first-quarter results.
How Ferrari Manages to Remain Profitable
By focusing on extraordinary vehicle design and exclusivity, Ferrari is able to sell luxury cars with high-profit margins to end consumers.
NIO Stock Spikes Due to Definitive Agreement with Strategic Investors
NIO (NYSE:NIO) stock, often referred to as “China’s Tesla” and a “Tesla killer,” is trading sharply higher in pre-market trading today.
Post-Q3 2018 Results, Is NIO Stock a Better Buy than Tesla?
NIO (NIO) stock has been highly volatile since its listing on the New York Stock Exchange in September.
Will Analysts’ Actions Catch Up with NIO’s Stock Price?
NIO’s stock price has run up substantially in about a month. As a result, Wall Street analysts’ target prices have a lot of catching up to do.
Currency warfare: A ‘beggar-thy-neighbor’ situation
In a currency war, the “beggar-thy-neighbor” strategy is about increasing the demand for a nation’s exports at the expense of other countries’ export share.
Inside Einhorn’s Greenlight Capital’s Top Holdings
Billionaire hedge fund manager David Einhorn is well known for his investment strategy, having advised long and short bets during different market scenarios.
Is NIO’s Profitability Close Enough for a Bullish Bet?
A whopping 86% of NIO’s YTD gains have come since May 22. Record deliveries, strong guidance, and analysts’ positive sentiment helped the rally.
Can Renault’s Bigger Electric Car Take Tesla Head-On?
Bloomberg reported on October 8 that Renault (RNLSY) was mulling a new all-electric car. It’s expected to be bigger than its best-selling Zoe.
Why Ferrari Spends So Extravagantly on Research and Development
Ferrari spends extravagantly on research and development to stay ahead of its peers and to keep its products unique.
Goldman Sachs Upgrades NIO, More Analysts Might Turn Around
Goldman Sachs upgraded NIO (NYSE:NIO) stock on Tuesday. Notably, NIO received its third upgrade in less than a month. Will more analysts turn around?
What Were the Top Holdings of Citadel Advisors in Q3?
In Q3 2019, Citadel Advisors’ portfolio of publicly traded securities was worth $212.04 billion. In Q2 2019, its portfolio was worth $155.1 billion.Consumer Overview: What is Pipelineistan?
As percentages of the worlds’ total reserves, Russia holds 45% of the gas, 23% of the coal, 14% of the uranium, and 13% of the oil. Currently, Russia is the world’s largest energy supplier.
Will Trade Deal with Mercosur Bloc Boost Colombia’s Auto Sector?
Colombia (GXG) signed a deal with the Mercosur trade bloc on July 21, 2017, to allow the import of limited quantities of certain products without a tariff in the Colombian market.
Here’s How Tesla Has Changed Perceptions about Electric Vehicles
A few years ago, Tesla Motors showcased the true potential of EVs with its Roadster, Model S, and Model X.
Nikola Stock: Sentiment Play or a Real Game-Changer?
Nikola stock hasn’t been able to catch a break since its NASDAQ debut on June 4. The stock has increased by more than 136%.
Dalio: Japan Is Undergoing an ‘Ugly Deflationary Deleveraging’
“Deleveraging” refers to reducing the debt level. With Japan’s debt burden, deleveraging the economy’s balance sheet seems more than imperative.
Citron’s Andrew Left Booked Profit in NIO: Should You?
NIO (NIO) has been rising for the last five sessions in a row.
How US Auto Companies’ Valuation Multiples Look in March 2018
On March 8, 2018, GM’s EV-to-EBITDA was 7.2x, much lower than its direct competitor Ford’s multiple of 12.8x.
Tesla Model Y: Could It Be the Real ICE-Killer?
Tesla achieved a surprise profit in Q3. During its Q3 earnings call, CEO Elon Musk noted that its Model Y could outsell its Models S, X, and 3 combined.
US Large-Cap Equity Funds: Is Active or Passive Investment Best?
Except for one fund (MIGFX), no other actively managed fund that we have reviewed in this series has been able to outperform the passively managed SPY.
What Do August Auto Lease Penetration Data Suggest?
According to data compiled by Edmunds.com, the lease penetration rate in the US auto market in August 2016 was 29.7% compared to 28.2% in August 2015.
Did Citron Research’s Predictions for NIO Come True?
Previously in this series, we looked at China’s declining overall vehicle sales for the last eight months.
Why David Einhorn Is Betting against Amazon
On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017.
Tesla Institutional Investors: Who All Sold Too Early?
In 2019, Tesla (TSLA) rose 29.3%. The S&P 500 Index gained 29.2%. The top institutional investors were bullish on the electric car manufacturer in Q3 2019.
S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.