VOLAF News and Press, Volvo AB From 05/01/24

2024-05-01 07:00:01 ET Summary The commercial vehicle market is mature, and won't grow faster than Real GDP. Although it is a market leader, Daimler Truck Holding AG's profitability and ROE lag behind its competitors, and it will likely continue to do so. Like all commercial m...

2024-04-24 04:15:00 ET Summary The Madison Small Cap Fund (Class Y) enjoyed solid first quarter performance, returning 11.4% versus 5.2% for the Russell 2000 benchmark and 6.9% for the Russell 2500. The complexion of the rally in the first quarter was notably different than what w...

2024-04-17 11:43:10 ET AB Volvo (publ) (VLVLY) Q1 2024 Results Conference Call April 17, 2024 03:00 AM ET Company Participants Johan Bartler - Head of IR Martin Lundstedt - CEO Mats Backman - CFO Conference Call Participants Erik Golrang - SEB Ham...

2024-04-17 01:37:26 ET More on AB Volvo (publ) AB Volvo: Aftermarket Will Come In Clutch The Volvo Group: Reviewing A Top-Tier Company's Earnings Volvo sells record vehicles in March Volvo's February sales drop 2% owing to Chinese New Year timing Re...

2024-04-15 06:36:48 ET Summary Caterpillar’s revenue has grown mildly (+2%) but is contextualized by a portfolio pivot to higher margin offerings and its considerable scale. The company is a market leader globally, both commercially and financially. We do not believe there ...

2024-04-03 13:27:11 ET More on Uber Uber: Market Leaders Are Never Cheap (Upgrade) Uber Keeps Crushing The Competition Uber Technologies, Inc. (UBER) Morgan Stanley Technology, Media & Telecom Conference (Transcript) General Electric's 38% jump leads Q1 g...

2024-04-03 07:23:23 ET More on Cummins, PACCAR, etc. Cummins: An Industrial Force Worth Considering CPI Print, Retail Sales Report, Investor Conferences, And Triple-Witching Day PACCAR Inc 2023 Q4 - Results - Earnings Call Presentation Cummins is tipped by De...

2024-04-01 09:30:30 ET Summary Nikola's stock has rallied by more than 50% over the last week, but the rally looks unsustainable to me. The company's fundamentals are still extremely weak and the competition is likely to intensify. My valuation analysis suggests that NKLA is o...

2024-03-26 17:56:50 ET Summary Westport Fuel Systems Inc. reported another set of uninspiring quarterly results with meaningful cash burn and profitability being impacted by large inventory write-downs. Liquidity benefited from the addition of new term loan facilities in Italy. ...

2024-03-20 06:12:47 ET Summary Traton Group, a major player in truck and bus manufacturing, has doubled in price in the past year, outperforming its peers. Traton reported record high vehicle deliveries and sales revenue growth of 16% YoY in fiscal year 2023. Moreover, its sales m...