Last month,$Ford Motor (F.US)$shocked the auto world by scaling back its EV ambitions, scrapping plans for three-row electric crossovers in favor of hybrid SUVs like the Explorer. This shift could cost up to $1.9 billion but is seen as a smart fiscal move. However, Ford CEO Jim Farley sees a bigger threat: Chinese EV companies. After a 2023 trip to China, where Farley and other executives were stunned by the quality of$Chongqing Changan Automobile (000625.SZ)$'s elec...
$Chongqing Sokon Industry Group Stock (601127.SH)$ Chinese tech giant Huawei saw its automotive business unit realize a decent revenue in the first half of the year, as sales of models it built in partnership with Seres performed strongly. As of early Jul, Huawei's Intelligent Automotive Solutions (IAS) business unit saw revenue reach RMB 10 billion ($1.38 billion), local media outlet 36kr reported today. Huawei's...
$NIO Inc (NIO.US)$ Deepal, the new energy vehicle (NEV) unit of Changan Automobile, has announced its connection to Nio's charging network, becoming the latest automaker to do so. Charging is a profitable business. Like Tesla, Nio's income from charging will increase when more partners use its charging network. Deepal and Nio Power have entered into a charging partnership that will see Nio's more than 20,000 charging piles begin serving 20...
Anhui Great Wall Military Industry, a mature business showing signs of aging, has declining ROCE and lack of growth in capital employed. These negative trends, reflected in the company's depreciating stock price, lower its prospects of becoming a multi-bagger.
Despite a weak ROE, North Industries Group Red Arrow's respectable earnings growth and high rate of reinvestment indicate positive aspects of its business. Analyst forecasts suggest that the company's earnings will continue to expand.
Despite the increase in debt, Harbin Dongan Auto Engine Co.,Ltd's net cash position reduces its risk in the near term. However, the company's uninspiring revenue growth and EBIT loss raise concerns about its future performance.
Investors' high expectations for Hunan Tyen Machinery may be causing its high P/S ratio, despite its medium-term revenue decline. This could lead to negative sentiment and a potential drop in share price, posing challenges for shareholders.
Considering future negative returns, it might be time to de-risk your portfolio if you're a shareholder. For potential investors, it may not be the best time to buy due to fair value trading and increased risk from negative growth outlook.
The stock's current trading below industry PE ratio suggests a good time to increase holdings. The prosperous future profit outlook isn't fully reflected in the current share price, indicating it's not too late to buy. However, consider other factors like balance sheet strength before investing.
Despite poor growth, Baoding Tianwei Baobian Electric trades at a P/S ratio similar to the industry, indicating investor hope for a business turnaround. However, without significant medium-term improvements, the share price may seem overvalued.
Dragon Fish : Ford will be in the museum soon.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
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