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APTV , INVZ , VLDR , RIDE , GM , TSLA , F , LEA , GNTX , BWA , MGA , Autos

+37 pts



Goldman lowers auto sales forecast on supply constraints, but raises estimates on $GM $TSLA $F on higher pricing

By cassie on Sept. 27, 2021, 2:04 p.m.
Tagged topics: electric vehicles , analyst lowers estimates , supply constrained , Goldman Sachs , semi shortage

Views: 1370, Votes: 3, Responses: 0, Attachments: 2
TSLA , GM , F , APTV , LEA , MGA , VC , TSM , Semiconductors

+39 pts



Despite some optimism of #semishortage easing in 2H, the situation remains 'dynamic and visibility is limited'

By cassie on Aug. 16, 2021, 12:59 p.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , semi shortage , limited visibility

Views: 284, Votes: 5, Responses: 0, Attachments: 2
F , GM , TSLA , APTV , CRNC , BWA , TEN , AXL , DAN , VNE , ADNT , LEA , ALV , VC , MTOR , APH , TEL , ST , TSP , FSR , RIDE , NKLA

+35 pts



RBC expects $F $GM and $TSLA to beat expectations, but recommends switching to suppliers like $APTV and $CRNC

By cassie on July 13, 2021, 12:04 p.m.
Tagged topics: analyst checks , electric vehicles , RBC , semi shortage , auto supply shortages

Views: 157, Votes: 3, Responses: 0, Attachments: 78
GM , LEA , APTV

+31 pts



JP Morgan bullish on $GM, $LEA and $APTV from electrification after hosting their annual China Auto Trip

By cassie on June 25, 2021, 11:13 a.m.
Tagged topics: management commentary , China , electric vehicles , non deal roadshow , JP Morgan

Views: 142, Votes: 2, Responses: 0, Attachments: 28
MGA , JBL , FLEX , TSLA , APTV , APH , TEL , LEA , ST , GM , LI

+49 pts



Goldman says vertically integrated EV companies are superior to those that primarily outsource once annual volume surpasses 200k (deep dive)

By cassie on June 24, 2021, 11:37 a.m.
Tagged topics: vertical integration , electric vehicles , deep dive , Goldman Sachs , outsourcing , buy vs build

Views: 594, Votes: 8, Responses: 0, Attachments: 23
GM , TSLA , F , APTV , LEA , FSLR , ARRY , RUN , NOVA , SPWR , ENPH , SEDG , NEP , BEP , CWEN , HASI , VNT , DOV , BWA , MTOR , AXL , DAN , MMM

+78 pts



Barclays recommends baskets of long and short stocks based on Biden's clean energy agenda

By josiebe on March 1, 2021, 1:15 p.m.
Tagged topics: electric vehicles , deep dive , charging infrastructure , Barclays , clean energy , ICE vs BEV , solar power , ESG investors , Biden policies , long short baskets , renewable yield

Views: 258, Votes: 6, Responses: 1, Attachments: 34