Posts on PAG

Latest ideas and analyses related to Penske Automotive Group 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
TSLA , LAD , SAH , PAG , AN , CVNA , KMX , ABG , GPI

+37 pts



Franchise Auto Dealerships - D2C/EV Deep-Dive: Moving from 'Narrative' to 'Numbers'; Risks More than Discounted While Opportunities Underappreciated

By cassie on Dec. 7, 2021, 4:30 p.m.
Tagged topics: deep dive

Views: 65, Votes: 3, Responses: 0, Attachments: 1
F , FSR , GPI , PAG , SAH , APTV , CAR , QS

+41 pts



Morgan Stanley says vehicle supply may take a year or more to recover, expects 'messy' Q3

By cassie on Sept. 17, 2021, 12:19 p.m.
Tagged topics: electric vehicles , Morgan Stanley , semi shortage

Views: 196, Votes: 7, Responses: 0, Attachments: 2