Latest ideas and analyses related to transition from ICE to BEV

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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: 77, Votes: 2, Responses: 0, Attachments: 2
GM

+37 pts



RBC believe $GM is becoming a platform play, and Cruise may be truly transformative and disruptive

By cassie on Oct. 7, 2021, 10:59 a.m.
Tagged topics: investor day , electric vehicles , transition from ICE to BEV , Cruise

Views: 154, Votes: 3, Responses: 0, Attachments: 2
F

+32 pts



$F - RBC says Ford's $7bn battery investment illustrates the trend of automakers' #verticalintegration for #electrification

By cassie on Sept. 29, 2021, 11:12 a.m.
Tagged topics: vertical integration , battery technology , electric vehicles , RBC , transition from ICE to BEV

Views: 1149, Votes: 1, Responses: 0, Attachments: 2
GM

+31 pts



$GM - RBC believes GM will detail its transformation for 'structural profitability' at analyst day

By cassie on Aug. 12, 2021, 7:57 p.m.
Tagged topics: shift to subscription model , electric vehicles , non deal roadshow , RBC , transition from ICE to BEV , Mary Bara

Views: 233, Votes: 1, Responses: 0, Attachments: 2
TSLA , GM , ST , APTV , TEL , APH

+0 pts





By wngnln on Aug. 6, 2021, 9:02 p.m.
Tagged topics: electric vehicles , deep dive , Goldman Sachs , transition from ICE to BEV , Biden policies , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA , GM , ST , TEL , APTV , APH

+43 pts



Goldman says Biden's 50% EV sales mix target for 2030 will benefit $TSLA $GM and electronic component companies

By junkfoodlover on Aug. 6, 2021, 2:25 p.m.
Tagged topics: electric vehicles , deep dive , Goldman Sachs , transition from ICE to BEV , Biden policies , winners vs losers

Views: 447, Votes: 5, Responses: 1, Attachments: 2
GM

+32 pts



$GM missed lofty expectations into Q2 print

By cassie on Aug. 4, 2021, 11:27 a.m.
Tagged topics: electric vehicles , earnings miss , transition from ICE to BEV , high expectations

Views: 22, Votes: 1, Responses: 0, Attachments: 8
F

+30 pts



$F - Deutsche sees solid execution, but also less upside for 2022

By cassie on July 29, 2021, 4:45 p.m.
Tagged topics: earnings results , Deutsche Bank , transition from ICE to BEV

Views: 98, Votes: 1, Responses: 0, Attachments: 2
GM , F

+32 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 3:57 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 11373, Votes: 1, Responses: 0, Attachments: 2
GM , F

+30 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 12:53 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 4, Votes: 1, Responses: 0, Attachments: 2