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APTV

+31 pts



$APTV Getting Closer to Fair Value, but We're Still Uneasy w/ the Outlook

By junkfoodlover on Aug. 8, 2022, 12:45 p.m.
Tagged topics: earnings results

Views: 8, Votes: 2, Responses: 0, Attachments: 1
APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+37 pts



Senate announces climate bill, including EV tax credits; initial thoughts

By ethonomics on Aug. 2, 2022, 5:09 p.m.
Tagged topics: EV tax incentive

Views: 18, Votes: 4, Responses: 0, Attachments: 1
ADNT , ALV , APTV , BWA , VC , GM , F , GT , LAZR , LEA , NKLA , RIVN

+33 pts



2Q Earnings and 2022 Guidance Preview and Playbook

By cassie on July 18, 2022, 1:57 p.m.
Tagged topics: earnings preview

Views: 21, Votes: 2, Responses: 0, Attachments: 1
GM , HOG , TSLA , ADNT , AXL , APTV , LEA , MGA , VC , ABG , AN , CAR , KMX , CVNA , GPI , HTZ , LAD , PAG , SAH , FSR , QS

+35 pts



Framing the Slowdown: Cutting Estimates and Targets on Lower Growth, Credit Risk

By mooreideas on July 14, 2022, 10:19 a.m.
Tagged topics: analyst lowers estimates , analyst lowers target

Views: 27, Votes: 5, Responses: 0, Attachments: 1
ALV , ADNT , APTV , AXL , BWA , DAN , LEA , MGA , VC , APH , ST , TEL , F , GM

+37 pts



Autos: 2Q22 preview; can we have a clearing event?

By josiebe on July 7, 2022, 4:10 p.m.
Tagged topics: earnings preview

Views: 35, Votes: 6, Responses: 0, Attachments: 1
TSLA , GM , F , VC , APTV , RIVN

+43 pts



The Software Defined Vehicle

By mooreideas on June 24, 2022, 10:54 a.m.
Tagged topics: deep dive , software defined vehicle

Views: 30, Votes: 4, Responses: 1, Attachments: 1
MGA , BWA , ADNT , VC , LEA , AXL , APTV

+32 pts



US Auto Supplier Compendium: We Think the Suppliers Can 'Work' Through Year End

By mooreideas on June 3, 2022, 11:16 a.m.
Tagged topics: analyst checks

Views: 23, Votes: 2, Responses: 0, Attachments: 1
VC , BWA , ALV , APTV

+31 pts



Analysts see signs that Q2 could represent trough conditions for auto suppliers

By cassie on May 25, 2022, 12:43 p.m.
Tagged topics: likely at bottom

Views: 149, Votes: 2, Responses: 0, Attachments: 1
GNTX , VC , APTV

+31 pts



Auto suppliers - China lockdown is a speed bump for Q2, but sales ramp appears likely in 2H

By junkfoodlover on May 12, 2022, 11:11 a.m.
Tagged topics: auto supply shortages

Views: 116, Votes: 2, Responses: 0, Attachments: 1
APTV , RIVN , TSLA

+50 pts



Auto companies that cannot replicate Tesla's strategy will struggle to keep up

By cassie on April 18, 2022, 12:15 p.m.
Tagged topics: analyst downgrade

Views: 173, Votes: 6, Responses: 2, Attachments: 1
ST , TEL , APH , NATI , KEYS , JBL , FLEX , TSLA , GM , F , BWA , LEA , MGA , VC , APTV

+43 pts



1Q22 EPS preview — expect a difficult earnings season

By ethonomics on April 8, 2022, 6:40 p.m.
Tagged topics: earnings preview

Views: 60, Votes: 4, Responses: 2, Attachments: 1
ADNT , ALV , APTV , AXL , BWA , DAN , F , GM , GT , LEA , VC

+39 pts



Direct impact from Russia/Ukraine conflict on auto production appears manageable, rising input costs the bigger headwind

By cassie on March 10, 2022, 10:46 a.m.
Tagged topics: analyst checks , deep dive , auto production

Views: 175, Votes: 7, Responses: 0, Attachments: 1
APTV

+34 pts



Sizing up auto industry exposure to Russia + Ukraine

By KHUN on March 4, 2022, 6:55 p.m.
Tagged topics: analyst checks

Views: 49, Votes: 4, Responses: 0, Attachments: 1
F , TSLA , VRT , GM , RIVN , FSR , RIDE , BWA , GNTX , LEA , MGA , VC , HYLN , APH , APTV , BDC , ST , TEL , FLEX , JBL , KEYS , NATI

+39 pts



Autos & Semis - expect cautious outlook for most companies as Omicron likely to impact already difficult logistics

By ethonomics on Jan. 24, 2022, 12:52 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 3, Responses: 0, Attachments: 1
APH , APTV , ST , TEL , KEYS , NATI , JBL , FLEX , CRNC , LEA , MGA , INVZ

+35 pts



Select auto suppliers should outperform in 2022 in a choppy but solid environment

By ethonomics on Jan. 10, 2022, 12:03 p.m.
Tagged topics: deep dive , autotech , 2022 outlook

Views: 199, Votes: 4, Responses: 0, Attachments: 1
DAR , APTV

+35 pts



ESG fund favorites shifting towards Materials, Education & Autos, and away from Utilities & Energy, and Airlines

By ethonomics on Nov. 30, 2021, 12:34 p.m.
Tagged topics: ESG investors

Views: 451, Votes: 5, Responses: 0, Attachments: 1
F , GM , APTV , TSLA

+38 pts



$GM and $F efforts to secure future semi supply are reflective of a broader shift in the auto industry toward vertical integration

By ethonomics on Nov. 22, 2021, 11:45 a.m.
Tagged topics: vertical integration

Views: 179, Votes: 6, Responses: 0, Attachments: 1
APTV

+34 pts



$APTV Aptiv PLC Is Beneficiary Of Auto 2.0 Trends Despite Weak Q3 Results

By Btam on Nov. 21, 2021, 12:50 a.m.
Tagged topics: autonomous vehicles , electric vehicles , automobile

Views: 55, Votes: 3, Responses: 0, Attachments: 1
APTV , ASML , CMS , EVRG

+42 pts



10 stocks with rising or already-high Green exposure likely to gain greater attention from ESG investors

By ethonomics on Nov. 17, 2021, 5:27 p.m.
Tagged topics: ESG investors , green capex , sustainable finance

Views: 261, Votes: 5, Responses: 1, Attachments: 1
APTV , NXPI , ON , ADI , MCHP

+34 pts



Piper Sandler says $APTV guidance cut should caution investors on exposure to the auto market such as $NXP $ON $ADI and $MCHP

By bbern3 on Oct. 12, 2021, 11:49 a.m.
Tagged topics: supply constrained , Piper Sandler , risk to estimates , semiconductors

Views: 167, Votes: 2, Responses: 0, Attachments: 2