Auto’s with US exposure: stay long BMW, VOW (and Porsche)
Ford said yesterday that their North American margins were 12%. That is enormous for a mass market player, and we think this is good news for those with even greater pricing power in luxury, namely...
View ArticleAUD: Ford quits Australia, a big change in sentiment
For Ford, this change is small beer, but for Australians this is hugely significant. The Ford vs. Holden (owned by GM) rivalry is as strong as Celtic vs. Rangers or Yankees vs. Rod Sox, you support one...
View ArticleAUS: Ford quits Australia… everyone needs to quit the AUD!
For Ford, this change is small beer, but for Australians this is hugely significant. The Ford vs. Holden (owned by GM) rivalry is as strong as Celtic vs. Rangers or Yankees vs. Rod Sox, you support one...
View ArticleImproving Europe: further attention to under-owned driver
We now count 43 companies specifically talking about stabilization/improvement in Europe with Danone joining the list today. Last week’s PMI print confirms the thesis for many US investors yet feedback...
View ArticleMarginal liquidity to come from the US (cont)
Returning to the point on US investors being underweight, and our recent commentary as to why the incremental positive may come from marginal (read, US) liquidity, we highlight the glaring valuation...
View Article3D about to go mainstream?
GE is expanding the uses for 3D printers and expects the technology to touch more than half its manufacturing within 20 years. The GE news was interesting because it further adds to the manufacturing...
View ArticleFord sees the European car market rising almost 6%
A little volume growth in Europe combined with improved pricing trends (if that is what residual values in Germany are in fact telling you) then you can expect another good year for the mass-producers...
View ArticleEuropean Autos, why demand will rise further
With on-going economic recovery, an aged fleet (record highs in Germany, 30 year highs in UK) prompting buyers to seek new models, a huge number of car leases expiring this year and the recent increase...
View ArticleAluminium demand to increase, thanks to Ford
Ford have led the charge to using more Ally in their new Ford F-150 Pickup – making it over 300kg lighter than last year’s model, saving drivers 10% in gasoline. The F-150 is already the most popular...
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