Delphi-BorgWarner: Why Are Acquirer Shareholders Unhappy?
Announced on 28th January, auto parts manufacturers Borgwarner Inc (BWA US) and Delphi Technologies PLC (DLPH US) will combine in an all-stock...
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Hanon Systems (018880): Thesis Is Still Valid - Short.
Hanon Systems (018880 KS) share price has outperformed its peers in the past 12 months and still command a valuation premium to its peers. In this...
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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...
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