Category: Auto Sector
The analysis published under this category are as follows.
Saturday, January 14, 2023
Tesla - TSLA Discounting the Future - Stock Price Analysis Forecast 2023 / Companies / Auto Sector
By: Nadeem_Walayat
Ai Stocks Portfolio
A quick look at the current state of my portfolio which is now 88.5% invested after arrival of approx 5% of fresh cash and after I sold all of my NBIX holding given that it earlier retreated from a multi year high, and that it tends to trade within a range of $125 to $76. I have update the table to indicate when columns were last updated. I have also replaced the beta column with something more useful called Future Growth (1-10), which is basically how I see the COMPANY doing in terms of future growth potential where 10 is the highest and 1 is the lowest, note this does not mean that the stock prices will match growth potential due to a myriad of factors such as sentiment, valuation and politics, but it gives insight into the underlying prospects for the businesses where the two stocks that score 10 are AMD and TSMC which is why I am heavily invested in both and don't fret about stock price drops in either as recently experienced because the underlying businesses have huge long-term future growth potential. Stocks that score 9 are Nvidia, Facebook, ASML and IBM, which again means I am not too phased by what we recently witnessed with the likes of META and and Nvidia, stock prices rarely reflect the actual state of the underlying business as they oscillate between extreme fear and extreme FOMO as illustrated when one watches the Cartoon Network (CNBC).
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Tuesday, July 20, 2021
Nissan to Create 1000s of jobs with electric vehicle investment in UK / Companies / Auto Sector
By: Boris_Dzhingarov
Nissan is set to give the UK its first electric vehicle (EV) manufacturing base with the expected announcement of the country’s first “gigafactory” in Sunderland. The futuristic sounding gigafactory – which is the name given to any facility where EV manufacturers can produce batteries for their cars – will create thousands of jobs in the Sunderland area, but perhaps more poignantly give the UK a much-needed boost in an EV race in which it is fast falling behind.
The government has pledged an undisclosed contribution to the project – which is expected to cost hundreds of millions of pounds – such is the importance of the move. The introduction of the factory ties in with the UK’s wider green initiatives, which includes the upcoming ban of new petrol and diesel cars in 2030 as part of the government’s sustainable ten-point plan.
Tuesday, June 23, 2020
Elon Musk Mocks Nikola Motors as “Dumb.” Is He Right? / Companies / Auto Sector
By: John_Mauldin
Justin Spittler : “Staggeringly dumb.”
That’s the latest insult Elon Musk threw at Nikola Motors (NKLA), which has rocketed a crazy 500%+ since April. Love him or hate him, no one denies Musk is a genius. He built Tesla (TSLA)—easily the world’s most innovative car company—from scratch. When he’s not running Tesla, he works a “side job” as a rocket scientist for his private space company, SpaceX.
So, you’d think only fools would bet against Musk. But that’s what we’ve been doing lately. No, we haven’t been “shorting” Tesla. Instead, we invested big in hydrogen energy—including Nikola Motors.
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Saturday, August 31, 2019
What Do Crashing RV Sales Tell Us About 2020? / Economics / Auto Sector
By: Rodney_Johnson
RV sales are crashing at a year-over-year rate of 20% below sales for the same period last year. 2017 was the peak thus far and 2018 sales were 4% lower. Hence, this year’s crash is making this look like a clear top.RVs are one of our mid-life-to-retirement sectors for Boomers. Sales used to peak at age 63, but the most recent updates to the Consumer Expenditure Survey show them peaking a bit earlier, at age 59-60. That still makes it a strong growth industry into 2020-2021 for aging Boomers.
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Saturday, June 22, 2019
Here’s Why You Should Drive a Piece of Crap Car / Personal_Finance / Auto Sector
By: Jared_Dillian
I was unhappily scrolling through Facebook the other day and saw that one of my smart friends had posted a dumb article about the excellent Toronto Raptors basketball player who, despite making nearly a hundred million dollars, still drives a 20-year-old beater SUV.
He said of the car: “It runs… and it’s paid off.”
The second part of that statement is crucial. There is nothing better than a paid-off car. There is no monthly payment, and most of the depreciation has already occurred. You are driving for free.
Tuesday, March 19, 2019
British Car Maker Aston Martin License to Thrill No More / Companies / Auto Sector
By: EWI
By Murray Gunn
The luxury British car maker Aston Martin has learned a hard lesson; namely, diamonds may be forever, but the market for $400,000 cars is not. A February 28 Guardian article confirms that since going public on the London Stock Exchange last October, Aston Martin's shares have plummeted 40% amidst billions of dollars in losses. To be fair, some of the loss can be attributed to the company's IPO costs, but we believe that where there's smoke, there's fire. The IPO, in and of itself, is a splendid signal that the credit cycle, and the positive social mood which fueled a massive expansion of credit and rising stock values, is undergoing a bearish shift. A fall in Aston Martin's fortunes equally represents a fall out of favor of one of the most recognizable bull market icons -- Bond, James Bond.
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Monday, January 14, 2019
Real Reason for Land Rover Crisis is Poor Quality of Build / ConsumerWatch / Auto Sector
By: N_Walayat
Land Rover is under severe distress due to a collapse in sales. In my opinion I think Land Rover is deing due to poor quality of build. For instance a car thats 2 years old should NOT have bubbling paint work! So here's what you need to know before buying an approved used Land Rover in 2019. My comprehensive review after having owned and driven Land Rover's popular Discovery Sport's model (HSE Black trim) for over 1 year. Now knowing what I should have known a year earlier of what to look out for, with the video covering the following topics -
Friday, January 11, 2019
Jaguar Land Rover Exporting 3000 British Jobs to Slovakia / Politics / Auto Sector
By: N_Walayat
Thursday, Jaguar Land Rover announced 4,500 job losses most of which will take place in the UK that comes on the back of last years announcement to cut 1500 jobs with the car manufacturer putting the blame on a slowdown in China, a slump in demand for diesel vehicles as the trend towards electric cars gathers pace and of course BrExit uncertainty.
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Thursday, January 10, 2019
Jaguar Land Rover Car Crash 6000 Jobs Cut! / Companies / Auto Sector
By: Nadeem_Walayat
Today Jaguar Land Rover announced 4,500 job losses most of which will take place in the UK that comes on the back of last years announcement to cut 1500 jobs as the car manufacturer puts the blame on a China slowdown, a slump in demand for diesel vehicles as the trend towards electric cars gathers pace and of course BrExit uncertainty.
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Wednesday, January 09, 2019
Good News for Land Rover as US Sales Soar to New Record, But Facing China Headwinds 2019 / Companies / Auto Sector
By: N_Walayat
Finally some good news for Jaguar Land Rover as it's US sales soared by 24% during December 2018 to a total of 14,080 cars, ending a great year for JLR in the US seeing sales surge to nearly 123,000, up from the 114,300 for 2017, with the US now accounting for approximately 28% of total sales.
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Monday, December 24, 2018
Jaguar Land Rover BrExit Car Crash, Steep Losses and New Year Job Cuts / Companies / Auto Sector
By: Nadeem_Walayat
The news out of Jaguar land Rover seems to go from bad to worse as it's latest results saw profits of £953mln for the period March to September for 2017 wiped out for the same period in 2018, replaced with a loss of £354mln resulting in the loss of over 1 thousand jobs and many more being put on a three day week. With rumours of plans to shed as many as 5000 jobs in the new year out of a work force of approx 38,000 that is unlikely to bring any Christmas cheer to the JLR work force as the loss making car manufacturer attempts to cut costs.
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Tuesday, August 28, 2018
The Driverless Car Revolution Has Begun—Here’s How to Profit / Companies / Auto Sector
By: Stephen_McBride
It’s happening right now…Self-driving cars are on American roads. Hundreds of them are driving around Arizona as you read this article.
And before yearend, the company that operates these cars will launch a self-driving rideshare service to the public in Arizona.
It’ll operate just like Uber. You press a button on your phone and a robot taxi comes to pick you up.
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Wednesday, June 20, 2018
Jaguar Land Rover to Start Dumping Production of Car's in Eastern Europe / Companies / Auto Sector
By: N_Walayat
Land Rover owners and drivers got some very bad news this week as Indian (Tata) owned Jaguar Land Rover (JLR) announced it's intentions to start dumping production of their cars in Eastern Europe, specifically Slovakia starting with the Discovery Model with the loss of about 1000 jobs in the UK that is in addition to 1000 job losses announced in April, so this year has seen JLR slash 2000 jobs or prospective Land Rover buyers from the UK. JLR is the UK's largest remaining car manufacturer and so in the name of 'saving money' they are going to transfer production to factories in eastern europe.
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Friday, May 04, 2018
When Will Electric Cars Take Over The Roads? / Companies / Auto Sector
By: OilPrice_Com
The age of the electric vehicle (EV) will be here sooner than you think.
Out of 1 billion cars in the world, only 2 million are electric. But that will soon change, as costs diminish, and more governments encourage the adoption of EVs to cut carbon emissions and fight urban pollution.
According to Bloomberg, by 2040, 54 percent of all new car sales will be for EVs. Millions of new EVs will take a big bite out of oil demand and displace 8 million barrels of transport fuel (gasoline and diesel) every day.
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Friday, July 14, 2017
Subprime Auto Loans Up, Car Sales Down: Why This Could Be Good for Gold / Interest-Rates / Auto Sector
By: HAA
The latest monthly motor vehicle sales report released on July 3 paints a grim picture for US car sales. Overall June sales dropped by 3% compared to June of last year—the sixth successive month of lower year-over-year sales.
General Motors, Ford, and Fiat Chrysler were among the greatest losers with declines between 4.7% and 7%. Japan’s top sellers fared a little better, with Nissan seeing 2% growth and Toyota a 2.1% gain.
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Thursday, June 22, 2017
Car Sales About To Go Over The Cliff / Companies / Auto Sector
By: Harry_Dent
The Retail Apocalypse.Carmageddon.
Same story.
Different industry.
And we called both decades ago!
Autos are the last splurge for aging Baby Boomers. Their kids leave the nest and finally the parents can buy the car they wanted, not that damned minivan to taxi kids around.
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Tuesday, March 07, 2017
10 Million Self-Driving Cars Will Hit The Road By 2020, Here’s How To Profit / Companies / Auto Sector
By: David_Galland
Given the advanced state of driverless technologies and the amount of money being poured into the sector, there is little question—make that, no question at all—that within 10 years, driverless cars will be the norm.
The implications are immense and widespread.
There are currently about 1.4 billion cars on the road. Many of those cars, and eventually all, are going to be replaced by self-driving vehicles.
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Tuesday, February 07, 2017
Vauxhall Zafira B Fires Second Recall DVSA Offence Warning Letters! / ConsumerWatch / Auto Sector
By: HGR
The Zafira saga or nightmare continues as after an abysmally poor implementation of the first recall, apparently Vauxhall has either become more efficient or has hit the panic button in response to more Zafira B's bursting into flames. The latest is a threatening recorded delivery letter warning of amongst things of an offence for not arranging for a prompt recall!
Tuesday, January 31, 2017
Is This The Best Way For Investors To Play The Electric Car Boom / Companies / Auto Sector
By: OilPrice_Com
As Tesla fires up itsUS$5-billion battery gigafactory to mass produce lithium-ion batteries in a historical turning point, lithium prices are set to explode, there has never been a better year to be a lithium company.
Tesla began mass production of lithium-ion batteries in the first week of January 2017, and by the end of the year it will have led to a doubling of global battery production capacity. By 2018, Tesla predicts it will churn out 35 gigawatts of batteries per year. It’s a massive amount that surpasses more than what the rest of the world combined produces.
Sunday, August 21, 2016
Vauxhall Zafira Fires - Second Recall Issued - Inspection Before Bursting into Flames? / ConsumerWatch / Auto Sector
By: HGR
Just when you think it's safe to drive your Zafira, within a few weeks of of the first recall inspection after a 6 month long wait. What do Zafira owners get through their letter boxes? Another urgent warning letter asking to call and arrange a 2nd recall so as to prevent your Zafira from bursting into flames that the first waste of time recall apparently did NOT fix!