NSANF News and Press, Nissan Motor Co. Ltd. From 05/23/19

Summary Let me start by saying that I'm fully aware of Tesla's ( TSLA ) stressed liquidity condition, and I'm not a Tesla bull - not at all. Nonetheless, if we put the liquidity stance aside for a minute - something that the company can (still) overcome, relatively easily, at this stage - ...

The Hyundai-Kia Group ( OTCPK:HYMLF ), which also includes the Genesis luxury brand, is in competition for being the world’s fourth-largest automaking group. The three largest are of course Volkswagen (VLKAF), Nissan-Renault-Mitsubishi (NSANY) and Toyota (TM): Toyota extends its earl...

Introduction In last week's edition of Focus on Europe , we zoomed in on Brussels-listed Bekaert ( BEKAY ) ( BEKSF ) which has to deal with an increasing net debt and deteriorating margins. Despite the headwinds, Bekaert's dividend was only cut marginally and pretty much the entire free...

When we think “Ford” ( F ) and “sales success” - the F-series pickup trucks immediately come to mind. Ford is essentially tied with General Motors ( GM ) in terms of U.S. pickup truck sales, although RAM ( FCAU ) is recently doing its best to chase the two volume ...

The first month of 2019 came to an end, and so we have to talk about the electric car market in Norway again. And Tesla ( TSLA ), given it's the main pure stock play on this market. First, Norway. This little country of barely five million people recently passed 200,000 battery-electric vehi...

For years, the question of eventual competition has dogged the Tesla ( TSLA ) debate. A number of full battery electric vehicles (“BEV”) have come on the market in the past couple years, but none has managed to make much of a dent in Tesla’s position as market leader. Inde...

Editors' Note: Focus On Europe is a weekly newsletter published every other week that focuses on European investment opportunities and stories. It's written by The Investment Doctor and exclusive to Essential and PRO+ subscribers. If you have feedback, send us a message on this account or e...

The car industry has had a very disappointing 2018 with big stock price declines. Fear of peaking car sales and economic slowdowns mainly caused this broad market decline. While I understand those concerns I believe there is one car company that is too big of a bargain to walk away from. In th...

History (and Volatility) Tends to Repeat Itself 2018 was a pretty horrific year for equities, especially outside the US. We have just witnessed one of the biggest drops in the global earnings revision ratio since 1988. Nevertheless, even with that sharp revision, valuations r...

One of the arguments for Tesla ( TSLA ) deserving a premium multiple valuation in the stock market is its integrated and built-to-order business model. As the story goes, Teslas are built to order and are not discounted: here. Therefore, with no discounts and no inventories, it’s supp...