China Ford - Positive Earnings Catalyst with Trump's Support - Part II
Out of 27 analysts currently covering the stock according to Bloomberg, 63% have a hold call. Currently little conviction in the name, only 2...
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China Ford - 14 Reasons Moving Production to China Is a Very Bad Idea
Moving car production to China makes no sense Ford is moving Focus production to China in 2019, we think it won’t happen. Purely financially...
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Ford to Trump "Not Mexico, but China"
Ford (F US) announced that it plans to import the Focus compact to the US from China, instead of Mexico as initially planned. While this doesn’t...
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Autonomous Driving: Some Thoughts as a Consumer
GM recently announced that it will add 130 self driving Bolt EV's to its existing fleet of 50 self driving vehicles at its Orion assembly plant in...
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Actually - China SAAR YTD Looks Stronger than It Did in Jan-May 2016
Preliminary sales figures released by CAAM suggest that industry demand is up by 0.6% MoM and up by 0.2% YoY. Jan-May figures based on the...
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