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2023-03-28 08:17:28 ET Summary Daimler Truck is the largest truck and bus manufacturer in the world in terms of revenue. Since it has only been recently spun off from Mercedes, it seems like the company is still ignored. After a full year as a standalone company, Daimler Truck...
2023-03-13 12:03:30 ET Morgan Stanley started coverage of Nikola Corporation ( NASDAQ: NKLA ) at a Hold-equivalent rating on monday, arguing that the risk/reward is balanced at present. Equity analyst Dillon Cumming applauded the strides the company has made in terms of manu...
2023-03-13 11:56:32 ET Summary Nikola and Iveco signed a partnership to build in Ulm, Germany, the Nikola Tre. Since 2019, things have played out much differently from the original plan and Nikola Tre BEV production has just started. Understanding this partnership is a way to ...
2023-03-10 14:42:05 ET Daimler Truck Holding AG (DTRUY) Q4 2022 Results Conference Call March 10, 2023 03:00 AM ET Company Participants Christian Herrmann - Head IR and M&A Jorg Howe - Head, Global Communications Martin Daum - CEO Jochen Goetz - CFO ...
Summary Mercedes-Benz Group AG Q4 and full-year revenue surged; profit rose on 16% higher revenue following a corporate restructuring that separated cars and trucks. 2023 EBIT is expected to be “slightly below” the 2022 level due to “challenging market environment.&...
Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We are value investors. Oakmark Global Fund generated a 16.4% return in the fourth quarter. OAKGX certainly experienced the benefits of maintaining a global portfolio in...
Summary In this article, I want to share an update on Daimler Truck Holding. The company should be seen as a major North-American player. I compare its BEV business to Nikola to show how it is ahead of its competitor. Introduction If you are interested in seeing a game...
Daimler Truck Holding AG (DTRUY) Q3 2022 Results Conference Call November 11, 2022 02:00 AM ET Company Participants Christian Herrmann - Head of Investor Relations and M&A Jochen Goetz - Chief Financial Officer Conference Call Participants Nicolai Kem...
Summary Battery Electric light commercial truck adoption challenges diesel for this application, and now it is extending to big trucks. Class 8 Tesla Semi arriving soon; will its size and range be the end of hope for hydrogen big trucks? Volvo’s large BEV trucks are gai...
Summary I intend to provide an overview of Waymo's current partnerships and what potential there is. Waymo's estimated valuation of $30B currently represents 2.4% of Alphabet's market capitalization. The global autonomous vehicle market is projected to hit around USD $180...