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Aptiv PLC (APTV US)
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65
Analysis
Consumer Discretionary
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United States
Aptiv PLC manufactures vehicle components. The Company produces electronic safety for automobile and commercial vehicle manufacturers. Aptiv supplies original equipment manufacturers throughout the world.
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bullish
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Thematic (Sector/Industry)
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02 Mar 2017 16:26
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
Sean Maher
238 Views
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bearish
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Thematic (Sector/Industry)
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09 Feb 2017 12:41
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
Daniel Hellberg
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1.2k Views
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bearish
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Thematic (Sector/Industry)
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06 Feb 2017 22:12
The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
Athaporn Arayasantiparb, CFA
226 Views
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bullish
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Thematic (Sector/Industry)
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02 Feb 2017 09:32
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
Morningstar, Inc.
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628 Views
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bearish
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Thematic (Sector/Industry)
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24 Jan 2017 16:16
Geopolitics, Trump, & Thailand
All Hail Caesar (Trump)! I still remember the time when Obama was elected President. Everyone was celebrating. Japan mentioned they had one city...
Athaporn Arayasantiparb, CFA
843 Views
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