Latest ideas and analyses related to Deutsche Bank

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UWMC

+10 pts





By l8nite on June 10, 2021, 6:21 p.m.
Tagged topics: buying opportunity , non deal roadshow , fintech , Deutsche Bank , home mortgages , Mat Ishbia

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA , RIDE , AAPL , GM , F

+31 pts



$TSLA - Deutsche says May's China sales data disproves concerns on demand

By cassie on June 10, 2021, 11:56 a.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank , strong demand

Views: 270, Votes: 1, Responses: 0, Attachments: 11
PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 84, Votes: 3, Responses: 0, Attachments: 3
AAPL

+31 pts



$AAPL - Deutsche most intrigued by updates to FaceTime and Health app following WWDC

By mooreideas on June 7, 2021, 5:41 p.m.
Tagged topics: iOS ecosystem , WWDC , Deutsche Bank , iOS updates , software enhancements , SharePlay , FaceTime

Views: 107, Votes: 1, Responses: 0, Attachments: 2
NIO , XPEV

+38 pts



$NIO - Deutsche says the European opportunity is underappreciated by investors

By cassie on June 7, 2021, noon
Tagged topics: China , Europe , electric vehicles , Deutsche Bank , luxury vehicles , underappreciated opportunity

Views: 157, Votes: 4, Responses: 0, Attachments: 4
LULU

+31 pts



$LULU - Deutsche says MIRROR and ecommerce widens TAM, but expected margin pressure may limit near-term upside

By puckerman17 on June 4, 2021, 10:49 a.m.
Tagged topics: margin pressure , long-term story , eCommerce , MIRROR , Deutsche Bank , athleisure

Views: 90, Votes: 1, Responses: 0, Attachments: 2
UWMC

+39 pts



$UWMC - Deutsche sees continued accelerated growth despite potential slowdown in mortgage origination

By realjoe on June 3, 2021, 4:18 p.m.
Tagged topics: non deal roadshow , fintech , Deutsche Bank , home mortgages , Mat Ishbia

Views: 198, Votes: 4, Responses: 1, Attachments: 2
XPEV , NIO

+32 pts



$XPEV - Deutsche says the strong May deliveries show volume inflection is underway

By cassie on June 2, 2021, 1:40 p.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank

Views: 115, Votes: 1, Responses: 0, Attachments: 3
RIDE , TSLA , F

+32 pts



$RIDE - Deutsche lukewarm on Lordstown as the large market opportunity is offset by operational challenges, lack of capital, and competition (deep dive)

By cassie on May 28, 2021, 11:14 a.m.
Tagged topics: growing competition , electric vehicles , deep dive , supply constrained , Deutsche Bank , electric pickups , operational challenges

Views: 120, Votes: 1, Responses: 0, Attachments: 21
F

+30 pts



$F - street upbeat on Ford's announcements ahead of Capital Markets Day, suggests 'considerable improvement in profitability' and acceleration towards EV

By cassie on May 26, 2021, 10:22 a.m.
Tagged topics: margin improvement , electric vehicles , Deutsche Bank , RBC , Capital Markets Day

Views: 108, Votes: 1, Responses: 0, Attachments: 3