Latest ideas and analyses related to production delays

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Global Macro , Semiconductors

+1 pts



Thank you very much for the report....

By loveofthreeoranges88 on Sept. 23, 2021, 5:35 p.m.
Tagged topics: production delays , electric vehicles , Goldman Sachs , semiconductors , chip shortage

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro , Semiconductors

+5 pts



Expect to see vehicle OEM's able to fully recognize supply when the chip shortage starts to abate...

By 12MeterYacht on Sept. 22, 2021, 6:30 p.m.
Tagged topics: production delays , electric vehicles , Goldman Sachs , semiconductors , chip shortage

Views: 2, Votes: 1, Responses: 0, Attachments: 0
Global Macro , Semiconductors

+40 pts



Moderating goods demand and improved supply should reduce manufacturing delays in 2022, #chipshortages being the exception

By ethonomics on Sept. 22, 2021, 1:10 p.m.
Tagged topics: production delays , electric vehicles , Goldman Sachs , semiconductors , chip shortage

Views: 170, Votes: 4, Responses: 2, Attachments: 2
NFLX

+35 pts



$NFLX - JPM says Netflix could have its 'strongest 6-month slate ever' in 2H21 following pandemic-driven production delays

By junkfoodlover on June 16, 2021, 1:33 p.m.
Tagged topics: streaming , production delays , quality content , JP Morgan

Views: 828, Votes: 3, Responses: 0, Attachments: 16
GM , F

+30 pts



$GM - RBC estimates plant downtime would impact ~85k units or 14% reduction for GM's Q2 N.A. production forecast

By cassie on May 1, 2021, 12:45 p.m.
Tagged topics: production delays , RBC , plant downtime , Equinox

Views: 186, Votes: 1, Responses: 0, Attachments: 1
TSLA , GM

+30 pts



$TSLA, $GM - Deutsche's daily round up of EV news: Tesla sales in China drove strong Q1 deliveries, GM scales back truck production due to semi shortage

By cassie on April 12, 2021, 1:01 p.m.
Tagged topics: analyst checks , China , production delays , electric vehicles , vehicle deliveries , Deutsche Bank , semi shortage

Views: 479, Votes: 1, Responses: 0, Attachments: 2
TSLA , GM , NKLA

+30 pts



$TSLA, $GM, $NKLA - Deutsche's daily round up of news on EVs: Tesla delays Model S/X delivery & turns off internal cameras outside North America, GM battery cost trajectory

By cassie on April 8, 2021, 12:49 p.m.
Tagged topics: management change , Model S , Model X , production delays , electric vehicles , Deutsche Bank , Biden policies , battery cost

Views: 300, Votes: 1, Responses: 0, Attachments: 2
NIO

+5 pts



Useful info

By johnny1xy on March 29, 2021, 5:34 p.m.
Tagged topics: China , downside risk , production delays , electric vehicles , supply constrained , Deutsche Bank , semi shortage

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

+1 pts



You have to be a client of JPM to access their research

By phenphen on March 29, 2021, 12:35 p.m.
Tagged topics: valuations , analyst checks , China , growing competition , production delays , electric vehicles , JP Morgan , semi shortage

Views: 8, Votes: 2, Responses: 0, Attachments: 0
NIO

+6 pts



NIO is a buy

By johnny1xy on March 29, 2021, 9:24 a.m.
Tagged topics: valuations , analyst checks , China , growing competition , production delays , electric vehicles , JP Morgan , semi shortage

Views: 6, Votes: 2, Responses: 0, Attachments: 0
NIO

+11 pts



Many thanx and a question

By johnny1xy on March 29, 2021, 8:48 a.m.
Tagged topics: valuations , analyst checks , China , growing competition , production delays , electric vehicles , JP Morgan , semi shortage

Views: 5, Votes: 2, Responses: 1, Attachments: 0
NIO

+61 pts



$NIO - JP Morgan sees 'relatively limited competition' in premium segment, says chip shortage impact also 'limited', remains positive on stock

By cassie on March 28, 2021, 5:13 p.m.
Tagged topics: valuations , analyst checks , China , growing competition , production delays , electric vehicles , JP Morgan , semi shortage

Views: 887, Votes: 8, Responses: 3, Attachments: 2
NIO

+46 pts



$NIO - Deutsche sees downside to estimates from semis shortage

By cassie on March 26, 2021, 11:12 a.m.
Tagged topics: China , downside risk , production delays , electric vehicles , supply constrained , Deutsche Bank , semi shortage

Views: 250, Votes: 6, Responses: 1, Attachments: 2
TSLA

+33 pts



$TSLA - Piper Sandler (bull) says stock may see temporary sell-off with potential Cybertruck production delays over next 6+ months

By cassie on March 24, 2021, 10:24 a.m.
Tagged topics: buying opportunity , negative catalyst , Cybertruck , production delays , electric vehicles , Piper Sandler , novel manufacturing techniques

Views: 617, Votes: 2, Responses: 0, Attachments: 4
AAPL , QCOM

+31 pts



Analyst checks indicate no delays for 5G mmWave "iPhone 12", contrary to rumors

By labjordan on Jan. 17, 2020, 11:10 a.m.
Tagged topics: analyst checks , China , mmWave , iPhone 12 , BOM , production delays , cost advantage

Views: 406, Votes: 1, Responses: 0, Attachments: 0