RNSDF News and Press, Renault S.A. From 05/30/19

Automobiles: Carmakers cutting costs to make bigger collaborations/investments to enjoy re-rating The automotive industry is undergoing a period of major changes as restructuring efforts pick up and investments for the future accelerate. On the other hand, in Japan, earnings stability has ...

Investment Thesis Only two weeks after I wrote an article on Fiat Chrysler ( FCAU ) regarding a potential merger, Fiat Chrysler submitted the proposal to merge with Renault ( RNSDF or RNLSY ) in the 50/50 shareholder structure. According to my previous analysis , the stand-alone FCA h...

Fiat Chrysler Automobiles NV ( FCAU ) announced on Monday (May 27th) that it had proposed a merger to Renault SA ( RNSDF ; RNLSY ). Hereafter I will refer to the companies as "Renault" and "FCA" respectively. The combined company would become the third largest vehicle manufacturer in the w...

Over the past few weeks, I've been keeping an extremely close eye on Renault ( RNSDF ) ( RNLSY ). The reason has been simple - the share price is collapsing day-by-day as we speak. My own position is/was closing on a -10%, which incidentally also is the price/valuation I set myself when I was ...

Welcome to the April 2019 edition of Electric Vehicle company news. April saw a very strong result for March sales reaching 2.8% global market share, a massive volume of news and some new forecasts, and electric cars dominating the Shanghai Motor Show. A key report from Bloomberg came out ...

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...

Investment Thesis Ford's investors suffered for over four years as the stock price declined from over $17 to $7.85 at the end of 2018, which is a decline of 53.8%. The stock started a recovery to over $10 as of 4/26/2019. The recent quarterly report signals an improvement for full-year res...

Renault SA (RNSDF) Q1 2019 Earnings Conference Call April 26, 2019 02:00 AM ET Company Participants Thierry Huon - Director, Investor Relations Clotilde Delbos - Executive Vice President and Chief Financial Officer Olivier Murguet - Executive Vice President, Head of Sales and Reg...

The following slide deck was published by Renault SA in conjunction with their 2019 Q1 earnings Read more ...

As expected, there is a huge amount of action on the EV front at the Shanghai Auto Show, including an electric SUV concept from Volkswagen ( OTCPK:VWAGY ) and new EV models from Audi, Renault ( OTC:RNSDF ), Aston Martin, Infiniti ( OTCPK:NSANY ), Nio (NYSE: NIO ) and Lotus. More news on: V...