VLEEF News and Press, Valeo SA

2024-06-20 14:25:04 ET Summary Valeo has underperformed a weak auto sector as investors fear that weak EV adoption will permanently undermine the company's revenue growth and margin leverage. BEV sales have indeed underwhelmed in recent quarters, and Valeo has seen EV powertrain c...

2024-04-08 09:41:08 ET J.P.Morgan analysts published a list of European companies that would suffer due to higher financing costs. ... Read the full article on Seeking Alpha For further details see: European losers of higher financing costs - JPMorgan

2024-04-08 04:37:50 ET Summary Valeo, a French automotive supply and tech company, has not delivered the expected returns but remains a qualitative investment. The company achieved its targets for 2023A guidance and saw improvements in sales, EBITDA, operating margin, and free cas...

2024-04-04 21:18:51 ET Summary Valeo has a great CDA segment that should creep up in margins without much problem. Its economics are also fundamentally better, so we like them creeping up in the mix. The issue is that the EV opportunity is in question. We think that the dynami...

2024-03-05 11:50:22 ET More on STOXX Europe 600 Index: Forex Becalmed With The Greenback Mostly Firmer In Narrow Ranges Narrowly Mixed Dollar To Start The Big Week For Europe And North America March 2024 Monthly European winners and losers of AI adoption - JP...

2023-12-21 07:30:00 ET Summary Valeo is a French automotive supply and tech company positioned to benefit from the growth in EV, electrification, and ADAS. The company has restored profitability, generated free cash flow, and has a balanced sales split across different business ar...

2023-09-21 14:42:05 ET Summary Valeo's shares have underperformed on weak margins and worries about softening auto sales, but the company is outperforming peers and winning significant orders to fuel future growth. The company has seen healthy growth in its electrification and ADA...

2023-06-14 14:19:41 ET Summary Valeo's expertise in powertrains, lighting, and ADAS positions the company to outperform as the world transitions to electric vehicles (EVs). The business is expanding its target market, diversifying and creating new growth opportunities. The key...

Summary Valeo is a French manufacturer of car parts. The net income and free cash flow results were okay in 2022 but certainly not impressive. The company's long-term targets for 2025 are appealing as the EPS should increase to in excess of 3 EUR. There's an execution risk, and ...

Summary BorgWarner posted surprisingly strong fourth quarter results, with 21% organic growth that was far ahead of <2% underlying global vehicle production growth. Auto production growth in 2023 is looking more muted than I'd expected, but BorgWarner remains strongly leveraged to th...