Motor Vehicles

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

Aston Martin: Burning Cash Faster than Fuel

Magic Markets2023-05-31T22:16:53+02:00

The only thing that is green about Aston Martin is the colour on the Formula One cars that are giving the brand a major boost at the moment. Share price action this year has been highly speculative, with tough financial results and a balance sheet that looks set to need more equity capital.

Aston Martin: Burning Cash Faster than FuelMagic Markets2023-05-31T22:16:53+02:00

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