Latest ideas and analyses related to auto supply shortages

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F , GM , TSLA , APTV , CRNC , BWA , TEN , AXL , DAN , VNE , ADNT , LEA , ALV , VC , MTOR , APH , TEL , ST , TSP , FSR , RIDE , NKLA

+33 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: 138, Votes: 2, Responses: 0, Attachments: 78
ALLY , SC

+31 pts



$ALLY, $SC - auto lending market very strong despite higher auto prices and limited inventory; ALLY and SC biggest beneficiaries

By phenphen on June 2, 2021, 1:56 p.m.
Tagged topics: price increase , fintech , Piper Sandler , auto supply shortages , auto lending

Views: 105, Votes: 1, Responses: 0, Attachments: 16
BB

+5 pts



Nice

By arstgurujai on March 25, 2021, 12:12 p.m.
Tagged topics: analyst checks , electric vehicles , supply constrained , TD Securities , auto supply shortages

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BB

+36 pts



$BB - TD says auto supply shortages could negatively impact BlackBerry Technology Solutions business

By ethonomics on March 25, 2021, 11:33 a.m.
Tagged topics: analyst checks , electric vehicles , supply constrained , TD Securities , auto supply shortages

Views: 1157, Votes: 1, Responses: 1, Attachments: 4