VLEEF News and Press, Valeo SA From 09/10/21

Autoliv is trading near the lower bound of its valuation multiples. It is committing to sustainable operations and minimizing its impact on the environment. The headwinds that are creating the lower valuation are easy to understand and transitory in nature. For further detai...

American Axle generated meaningfully better revenue and profits than expected in the second quarter, and the company is well-placed to leverage eventually inventory-rebuilding of SUVs and pickups. The key debate still centers on AXL's position in electrification; I don't find the eDri...

Valeo produced better than expected results for the second quarter, with slightly better sales and meaningfully better margins despite cost inflation trends. Management announced more than EUR 1B in orders for the Siemens high-voltage JV and strong hybrid/EV orders overall, but bears ...

Valeo was hit by a lower car production last year, and the recent semiconductor supply issues have put the share price under pressure. The company is currently trading at an EV/EBITDA of less than 4, based on the company's own guidance. The free cash flow result should further red...

Valeo's fourth quarter results were better than expected, with improving performance relative to underlying auto production and better than expected margins. Guidance was weaker than expected and confusing, with management guiding about 7% below the Street on "conservative" assumption...

BorgWarner and Delphi Technologies have merged to form the leading EV parts supplier for the world. The equity valuation is cheap and dividend story compelling. Improving technical momentum has grabbed my attention. For further details see: BorgWarner: Riding The Electri...

Car tech adoption has been modest at best, and traditional carmakers are showing signs of life. We're still many, many years away from a day when you can walk into an auto dealership and drive away in a fully autonomous car. However, it really does seem that 2021 is shaping up to be a...

A new Valeo innovation for e-mobility is coming on December 15th PARIS , Dec. 14, 2020 /CNW/ -- Valeo, a world leader in vehicle electrification, will unveil another breakthrough innovation revolutionizing electric mobility, on December 15th at 1 pm CET ( Paris...

Velodyne and Luminar are currently (still) the market leaders in automotive LiDAR. Since 2016, Velodyne LiDAR has been valued at at least $1.8 billion in several financing rounds by Ford, Hyundai and Baidu, and also in July 2020 for the upcoming IPO. Luminar LiDAR has been just va...

Stabilus ( OTC: SIUAF ) is a German industrial company specialized in gas springs, dampers and automatic opening and closing systems. Its expertise in these technologies is applied to a wide range of industries, especially the automotive industry which represents 60% revenue. The following dia...