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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
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Thematic (Sector/Industry)
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03 Jun 2017 13:42
May US SAAR Weakens on Lower Fleet Mix - Industry Mix Most Favors D3 and Least Favors Korean OEMs
May U.S. SAAR came in at 16.7m units, down from 16.8m units in April and 17.1m units in May, 2016. According to D3 discussions of monthly sales,...
Henry Kwon
181 Views
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bearish
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Stellantis NV
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30 May 2017 13:02
Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
Pelham Smithers Associates
285 Views
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bearish
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Thematic (Sector/Industry)
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25 May 2017 09:13
Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
Charles De Trenck
146 Views
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bearish
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Thematic (Sector/Industry)
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24 May 2017 07:21
YTD China SAAR Impressions: Selling Rates May Strengthen in 2H17
Average SAAR in China in the first 3 months of 2017 stands at 27.1m units, implying a 3% YoY decline. However, March SAAR of 27.0m units showed...
Henry Kwon
942 Views
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bearish
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Thematic (Sector/Industry)
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20 May 2017 11:12
Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
Henry Kwon
249 Views
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