Posts on MGA

Latest ideas and analyses related to Magna International Inc. Common Stock

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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
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
ACQ , CNR , MGA , CCL.B , FTT , HRX , LNR , MTL , STLC , STN , TCL.A , TFII , WCN , WM

+32 pts



Analyzing Insider Transactions – Who's Buying the Dip?

By CdnInvstr on May 18, 2022, 1:59 p.m.
Tagged topics: insider buying

Views: 14, Votes: 2, 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: 60, Votes: 4, Responses: 2, Attachments: 1
TSLA , VALE , MGA

+35 pts



Tesla nickel deal & UK Supercharger network, Magna EV plant

By cassie on March 31, 2022, 10:55 a.m.
Tagged topics: analyst checks

Views: 34, Votes: 3, Responses: 0, Attachments: 1
BLK , BX , CTSH , DE , EXPE , FB , HZNP , MGA , MU , PENN , QCOM , TRU , TXT , UNH

+49 pts



When the central bank wants to the economy to grow slower, focus on 14 stocks with strong growth and high FCF yields

By ethonomics on Feb. 28, 2022, 4:59 p.m.
Tagged topics: inflation fears , stock picking

Views: 201, Votes: 6, Responses: 0, Attachments: 1
MGA

+31 pts



$MGA: Resetting mid-term growth/margin expectations

By realjoe on Feb. 15, 2022, 12:08 p.m.
Tagged topics: earnings results

Views: 20, Votes: 1, 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
MGA

+34 pts



$MGA - Morgan Stanley sees Magna's growing relevance as auto industry pivots to software-defined EVs and AVs

By phenphen on Oct. 15, 2021, 2:27 p.m.
Tagged topics: autonomous vehicles , electric vehicles , risk-reward , Morgan Stanley , transition from ICE to BEV

Views: 158, Votes: 2, Responses: 0, Attachments: 2
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: 1433, 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: 328, Votes: 5, Responses: 0, Attachments: 2
MGA , JBL , FLEX , TSLA , APTV , APH , TEL , LEA , ST , GM , LI

+51 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: 650, Votes: 8, Responses: 0, Attachments: 23
APTV , MGA , TSLA , GM , LI , F , INVZ , VLDR

+32 pts



Goldman expects robust growth in ADAS, but competition may weigh on LiDAR fundamentals, highlights $APTV to play this theme

By cassie on April 19, 2021, 4:23 p.m.
Tagged topics: ADAS , autonomous vehicles , electric vehicles , secular growth , deep dive , Goldman Sachs

Views: 239, Votes: 2, Responses: 0, Attachments: 34
MGA

+68 pts



$MGA - Morgan Stanley (bear whos' been wrong) says margins are vulnerable to customer/program disruption not currently priced in stock

By cassie on Feb. 23, 2021, 1:41 p.m.
Tagged topics: earnings results , Morgan Stanley , hurt bear , margin risk

Views: 167, Votes: 2, Responses: 0, Attachments: 6
MGA

+39 pts



$MGA - Barclays says Magna International is a 'unique enabler for new EV entrants' and is poised to benefit from the EV boom ahead

By cassie on Jan. 20, 2021, 1:43 p.m.
Tagged topics: new CEO , analyst checks , electric vehicles , Barclays

Views: 247, Votes: 3, Responses: 0, Attachments: 17