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Ford Motor Co (F US)
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332
Analysis
Consumer Discretionary
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United States
Ford Motor Company designs, manufactures, and services cars and trucks. The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.
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bearish
•
Thematic (Sector/Industry)
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04 Aug 2018 04:03
July U.S. Auto Demand: Weak SAAR Suggests 4th of July Benefits Were Taken in June
July SAAR of 16.77m units came within range of the 16.7m average SAAR we are expecting in 3Q18 (see Global Auto Demand Tracker: U.S. SAAR Looks Set...
Henry Kwon
373 Views
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bearish
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Tesla
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31 Jul 2018 23:58
U.S. Luxury Automakers Hurt the Most in China in Trade War - Tesla Could Be Crushed
We see the road ahead for Tesla, Cadillac, Lincoln and Jeep to be very difficult With the trade war, Tesla might be crushed in...
Scott Laprise/ 乐天虎
553 Views
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bearish
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Thematic (Sector/Industry)
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12 Jul 2018 11:14
June China Auto Demand: Production Falling but VIA Index Rising
We have been arguing for some months now that on a seasonally adjusted basis China's auto demand in FY18 will face stronger headwinds than...
Henry Kwon
446 Views
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bullish
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Sunningdale Tech
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12 Jul 2018 07:09
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
Curtis Lehnert
602 Views
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bearish
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Thematic (Sector/Industry)
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04 Jul 2018 20:12
June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
Henry Kwon
379 Views
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