In today’s briefing:
- Ford Halts Construction of U.S. EV Battery Plant Using CATL Technology
- Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
- VF Corporation: Understanding the Dynamics Behind The Recent Financial Performance! – Major Drivers
- Emerald Holding: Does Onex Exploring A Sale Imply That The Company Has A Limited Upside?
- HEICO Corporation: Behind The Scenes Of The Recent Performance & The Wencor Acquisition! – Major Drivers
- PROS Holdings Acquisition Alert: A Golden Opportunity or a Mirage for Investors?
- UScellular’s Exploration of Sale: A Strategic Move Or A Desperate Measure?
- Best Buy Co. Inc.: Unpacking the Strategies Yielding Profitability Gains in Membership Programs! – Major Drivers
Ford Halts Construction of U.S. EV Battery Plant Using CATL Technology
- Ford Motor Co. said Monday it was suspending construction of its $3.5 billion electric-vehicle (EV) battery plant in the U.S. midwestern state of Michigan, where it had planned to manufacture batteries using technology licensed from Contemporary Amperex Technology Co. Ltd. (CATL) (300750.SZ -0.31%).
- “We’re pausing work and limiting spending on construction on the Marshall project until we’re confident about our ability to competitively operate the plant,” Ford spokesperson T.R. Reid said in a statement emailed to Caixin.
- “There are a number of considerations. We haven’t been specific about what they are, nor made any final decision about the planned investment there,” Reid said.
Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
- Taiwan’s AI supply chain names have fallen over the last month, yet many have still outperformed Nvidia by a wide margin over the last six months.
- We don’t want to sell our Nvidia despite market risks — We believe a basket of Taiwan AI stocks can act as a Short to hedge a Long Nvidia position.
- Shorting a basket of Wistron, Quanta, Gold Circuit, and Asia Vital Components can act as a hedge vs. a Long Nvidia position. Below we explain why.
VF Corporation: Understanding the Dynamics Behind The Recent Financial Performance! – Major Drivers
- VF Corporation delivered a mixed result in the past quarter, with revenues above anticipations, but it failed to surpass the analyst consensus in terms of earnings.
- While their on-time performance and in-stock percentages were both back in line with their expectations, lead times concluded the quarter at typical levels.
- Vans experienced a 22% decline in the quarter and was significantly impacted by the brand’s expected 40% decline in wholesale sales in the Americas.
Emerald Holding: Does Onex Exploring A Sale Imply That The Company Has A Limited Upside?
- This is a special one-time report on Emerald Holding that is creating ripples in the news circuit, courtesy of the exploration endeavors by its predominant shareholder, Onex.
- Emerald Holding, though operating with a low profile, has been wielding a silent yet significant influence over the events sphere.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
HEICO Corporation: Behind The Scenes Of The Recent Performance & The Wencor Acquisition! – Major Drivers
- HEICO Corporation managed to exceed the revenue and earnings expectations of Wall Street.
- These results primarily represent a 12% quarterly consolidated organic net sales growth and the impact of acquisitions.
- In the quarter, The Flight Support Group’s net sales grew 23% to $405 million, up from $330.3 million in the third quarter of fiscal 2022.
PROS Holdings Acquisition Alert: A Golden Opportunity or a Mirage for Investors?
- This is a special one-time report on PROS Holdings which has garnered attention due to speculation around a potential sale, as noted in a Reuters report.
- Despite its significant role and contributions to various industries, including airlines, PROS has encountered notable challenges, struggling to achieve profitability.
- Thus, the pertinent questions that arise are related to the feasibility of an acquisition of PROS Holdings and the potential premium that early investors might garner from such a transaction.
UScellular’s Exploration of Sale: A Strategic Move Or A Desperate Measure?
- This is a special one-time research report on United States Cellular Corporation (UScellular).
- In light of recent announcements, the company emerges as a subject of intricate valuation and examination for potential investors and acquisition entities.
- With the strategic review underway without a definitive completion timetable, it’s crucial for investors to understand the merits and demerits of UScellular as an acquisition target.
Best Buy Co. Inc.: Unpacking the Strategies Yielding Profitability Gains in Membership Programs! – Major Drivers
- Best Buy delivered a positive result and managed an all-around beat last quarter.
- While absorbing more significant incentive compensation costs than Best Buy saw last year, the company managed to maintain level SG&A costs.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
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