NSANF - Renault: Positive On Nissan Deal And Limited Tariff Exposure
2025-05-04 05:36:33 ET
Summary
- I remain a bull on Renault SA; its risk-reward is attractive, with solid upside potential and modest downside risks.
- Renault's recent agreement with Nissan suggests that there are opportunities for a cash windfall from stake reduction and further expansion in the Indian market.
- Renault's downside is mitigated by its diverse geographical mix and strong revenue visibility.
My opinion of Renault SA ( OTCPK:RNSDF ) ( OTCPK:RNLSY ) (RNO.FP) is still bullish. I analyzed its Q1'25 metrics in the prior May 2, 2024 article ....
Renault: Positive On Nissan Deal And Limited Tariff Exposure