$Aptiv PLC (APTV.US)$global auto production and supply chain shift to china, electrification and vertical integration, commoditization of autonomous driving, and auto production decline in the west make auto investing very difficult. there are only a couple of bullish charts, e.g., race and tsla, as there is no durable growth in the west. will things change? Aptv bullish thesis, if there is one, is margin expansion and mean reversion.
AI can be categorized based on capabilities and functionalities, with each category designed to perform specific types of tasks. Categories by Capabilities 1. Narrow AI (Weak AI) AI systems designed to perform a single specific task efficiently. These systems cannot perform tasks outside their pre-defined functions and lack general intelligence. What it does: • Voice assistants (Siri, Alexa) • Image recognition for security • Recommendation systems (Net...
$Aptiv PLC (APTV.US)$The chart is improving. But honestly don’t know how the separation of the company into two will create value, since the major issue of all tier 1 suppliers is the threat of dis-intermediation by automakers like TSLA and most of Chinese ones. A very difficult stock and difficult industry.
Analysts cut EPS estimates for Aptiv, hinting at possible business hurdles. Despite no major changes to revenue estimates, they may underperform the broader industry. The unchanged consensus price target suggests no major intrinsic value shifts with recent estimates.
Morning Movers Gapping up $Ford Motor (F.US)$shares rallied 6% in premarket U.S. trading on Wednesday after the automotive giant unveiled a 2024 revenue outlook that topped analysts' expectations and vowed to return more cash to its stakeholders. Michigan-based Ford guided for annual pre-tax income of $10 billion to $20 billion, above Bloomberg consensus estimates of $9.5 billion. The announcement, which echoed a similarly rosy o...
Aptiv's low P/E ratio may be due to anticipated earnings fall, contrary to expected market growth. This could continue to limit the share price unless conditions improve.
Aptiv's shrinking net income, despite a decent ROE, is worrisome. The absence of dividend payments raises doubts about the use of its retained earnings. Analysts predict further contraction of the company's earnings.
Aptiv PLC Stock Forum
Categories by Capabilities
1. Narrow AI (Weak AI)
AI systems designed to perform a single specific task efficiently. These systems cannot perform tasks outside their pre-defined functions and lack general intelligence.
What it does:
• Voice assistants (Siri, Alexa)
• Image recognition for security
• Recommendation systems (Net...
JPMorgan Chase & Co. Increases Stake in Aptiv PLC
so far it has been holding that weekly level 70.11. let's see if it can push to 72.19 and maybe 74.59
Gapping up
$Ford Motor (F.US)$ shares rallied 6% in premarket U.S. trading on Wednesday after the automotive giant unveiled a 2024 revenue outlook that topped analysts' expectations and vowed to return more cash to its stakeholders.
Michigan-based Ford guided for annual pre-tax income of $10 billion to $20 billion, above Bloomberg consensus estimates of $9.5 billion. The announcement, which echoed a similarly rosy o...
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