Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
477 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
803 Views
Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
465 Views
Panasonic (6752)--A Global Mega-Automotive Supplier & Perfect Hedge Against a Tesla Short
Panasonic Under-Performs both Topix & Tesla: Panasonic has under-performed both the Topix index by -9% but also Tesla's share price by -12%...
382 Views
Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
279 Views