Posts on GM

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F , GM

+31 pts



Ford and GM diverge

By junkfoodlover on Aug. 8, 2022, 12:47 p.m.
Tagged topics: earnings read through

Views: 4, Votes: 2, Responses: 0, Attachments: 1
APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+33 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: 9, Votes: 3, Responses: 0, Attachments: 1
GM

+33 pts



$GM We remain on the sidelines amid risk from vehicle pricing and EV margins

By cassie on July 27, 2022, 5:34 p.m.
Tagged topics: earnings results

Views: 12, Votes: 4, Responses: 0, Attachments: 2
GM

+32 pts



$GM 2H Outlook Suggests Supply is Back: Inventory Up, Dealer New GPUs Down

By realmomobags on July 27, 2022, 5:01 a.m.
Tagged topics: earnings results

Views: 8, Votes: 3, Responses: 0, Attachments: 1
F , GM , RACE , RIVN

+33 pts



Expect Strong Underlying Profits for GM & F in 2Q As Pressures on Supplier Margins Peak

By josiebe on July 26, 2022, 2:11 p.m.
Tagged topics: earnings preview

Views: 13, Votes: 3, 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: 15, 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

+34 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: 22, Votes: 4, Responses: 0, Attachments: 1
BMW , STLA , MBG , VOW , F , GM , RNO

+31 pts



OEM Q2 Moving Parts - Chronicle of Recession Foretold

By junkfoodlover on July 11, 2022, 5:03 p.m.
Tagged topics: recession

Views: 13, Votes: 2, 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: 25, Votes: 6, Responses: 0, Attachments: 1
GM

+31 pts



$GM Trim 2Q & Boost 2H After Pre-Announcement Suggests Different Cadence on Semis; Full Year Again Surprisingly Reiterated

By realjoe on July 6, 2022, 11:08 a.m.
Tagged topics: preannouncement , semi shortage

Views: 5, Votes: 2, Responses: 0, Attachments: 1
TSLA , GM , F , VC , APTV , RIVN

+42 pts



The Software Defined Vehicle

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

Views: 24, Votes: 4, Responses: 1, Attachments: 1
GM

+32 pts



$GM First impressions of Cadillac Lyriq

By cassie on June 22, 2022, 11:39 a.m.
Tagged topics: Lyriq

Views: 10, Votes: 3, Responses: 0, Attachments: 1
GM

+31 pts



$GM Takeaways from LYRIQ event, CFO meeting

By junkfoodlover on June 21, 2022, 10:32 a.m.
Tagged topics: management commentary

Views: 4, Votes: 2, Responses: 0, Attachments: 1
TSLA , GM , F

+36 pts



Thoughts on recent news from Tesla, GM, and Ford

By ethonomics on June 6, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 27, Votes: 3, Responses: 0, Attachments: 1
GM

+33 pts



$GM - investors may have little confidence in 2022 outlook amid concerns about vehicle pricing

By cassie on April 27, 2022, 12:40 p.m.
Tagged topics: earnings results

Views: 125, Votes: 3, Responses: 0, Attachments: 1
GM

+34 pts



$GM - Strong pricing offsetting cost headwinds

By mooreideas on April 27, 2022, 10:06 a.m.
Tagged topics: earnings results

Views: 19, Votes: 3, Responses: 0, Attachments: 1
GM , F , RIVN

+36 pts



$GM $F - analysts see 2022 EPS below consensus as macro headwinds grow

By bbern3 on April 25, 2022, 1:36 p.m.
Tagged topics: analyst lowers estimates

Views: 189, Votes: 4, Responses: 0, Attachments: 1
TXT , INTC , BAX , TWLO , PYPL , RNG , LEN , MHK , GM

+37 pts



Factor volatility rises to all-time-high; Tactical Trades: TXT, INTC, BAX

By ethonomics on April 13, 2022, 4:22 p.m.
Tagged topics: tactical trades

Views: 29, Votes: 3, Responses: 0, 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: 54, Votes: 4, Responses: 2, Attachments: 1
GM

+32 pts



GM : Further tying Cruise to GM can strengthen long-term value of GM

By KHUN on March 25, 2022, 3:34 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 3, Responses: 0, Attachments: 1