Automobiles

Tesla: Trying to Put the Auto in Automobile

Magic Markets2024-07-10T22:23:22+02:00

Tesla – a car company, or not. If you believe it is, then you won’t go near this valuation. If you back the story that this is a technology powerhouse with a bright future in autonomous driving, then you just might. As we cover in this research report as a pre-cursor to the next quarterly earnings release, the economics around the automotive business have deteriorated sharply. For Tesla bulls, it’s never been more important for the FSD thesis to come to the fore.

Tesla: Trying to Put the Auto in AutomobileMagic Markets2024-07-10T22:23:22+02:00

Stellantis: The Bubble Brands

Magic Markets2024-06-19T14:47:29+02:00

Stellantis has as collection of brands that don't really belong together. That's because they were formed by a merger of two groups that were struggling to see separate long-term futures. Even then, there's no guarantee that Stellantis will carve out a sustainable strategy. With a multi-platform approach and brands that do well in their home markets, Stellantis does have some positive elements. But the elephant in the room, or is that the dragon in the room, is China.

Stellantis: The Bubble BrandsMagic Markets2024-06-19T14:47:29+02:00

Recap: Ferrari

Magic Markets2024-03-27T22:45:48+02:00

Sainz may be out of a job despite winning over the weekend for Ferrari, but shareholders in the group seem to have no such stress. The Ferrari share price has gone from strength to strength, with the market treating it as the best luxury stock on the planet. Just what is it that makes Ferrari so lucrative as a company? Join us as we recap this exciting stock that we first covered in September 2022.

Recap: FerrariMagic Markets2024-03-27T22:45:48+02:00

Magic Markets Ep160: Tesla and Volkswagen

Magic Markets2024-02-01T02:24:51+02:00

From shoes to cars – in this weeks podcast, we tackle Tesla and Volkswagen. After some important debate on whether Tesla makes ugly cars or not, we got serious about the financial performance. In the interests of a more balanced view, Tesla-permabear The Finance Ghost stayed away from that company and let Mohammed Nalla cover the Cult of Musk. In Volkswagen, our resident ghost explained that the EV theme is still coming through strongly in this company, which is a good and a bad thing. Join us for all in the insights!

Magic Markets Ep160: Tesla and VolkswagenMagic Markets2024-02-01T02:24:51+02:00

Recap: Ford

Magic Markets2023-12-07T02:05:39+02:00

Ford was one of the first companies that we covered in Magic Markets Premium. The automotive stalwart has a proud history, but the transition to electric vehicles is causing all kinds of headaches in the sector. Once you add in labour action and substantial related cost pressures, things haven’t been great for the blue oval. Still, it’s good to see that elements of the strategy are paying off despite the pressures. After years of poor performance before the pandemic, the product range seems to be in the right place. At some point, will their luck change?

Recap: FordMagic Markets2023-12-07T02:05:39+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP

Title