Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Automotive  // Browsing posts in Automotive

Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Is the subprime auto loan industry in a bubble that will burst in the next 12-18 months? Report Available: August 17, 2016   Blueshift’s initial research shows record highs for total auto loans exceeding $1 Trillion, average loan amounts of $30,000, average monthly payments of $500, and average length of payment of 68 months. At […]

Read more...

Apr 14 2016 Automotive, Consumer Goods

Advance Auto Parts’ Push into Commercial Sales Remains Stalled

Research Question: Is Advance Auto Parts executing the right moves to catch up to its peers this year and beyond? Companies: AAP, AMZN, AZO, EBAY, GPC, ORLY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) focus on the commercial market is the right strategy, […]

Read more...

Mar 10 2016 Automotive, Idea Proposals

Advance Auto Parts Idea Proposal

Advance Auto Parts Idea Proposal

Is Advance Auto Parts executing the right moves to catch up to its peers in 2016 and beyond? Report Available: April 14, 2016   Blueshift’s initial research shows AAP in the throes of remaking its business to capture more share of the commercial customer mechanic and repair shop business. The company has struggled to match […]

Read more...

No Bubble Set to Burst This Year in Subprime Auto Loans

Research Question: Is the subprime auto loan industry in a bubble that will burst this year? Companies: ALLY, CACC, COF, GM, KAR, LAD, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings An auto financing bubble that is set to burst in 2016 does not exist. Only three […]

Read more...

Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Research Question: Will the subprime auto loan bubble burst in 2016? Report Available: Feb. 4, 2016   Blueshift’s initial research finds speculators worrying about a subprime auto financing bubble, but government data has not yet shown rapidly increasing delinquencies, and several agencies and analysts predict a stable subprime auto loan market in 2016. Other economic indicators, […]

Read more...

Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

Read more...

Used Auto Financing Still in Drive, But Roadblocks Loom in 2016

Research Question: If a slowing auto sales cycle leads to higher used inventories and lower pricing, which sectors and companies will be most exposed? Companies: ALLY, CACC, CAR, COF, FIG, GM, HTZ, KAR, KMX, LAD, LEAF, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The used car […]

Read more...

Used Car Financing Idea Proposal

Used Car Financing Idea Proposal

Research Question: Which dealers and finance companies will suffer the most from a slowing used auto sales cycle? Report Available: September 10, 2015   Blueshift’s initial research shows several Wall Street analysts claiming subprime auto loans are approaching bubble status, while auto industry experts believe subprime loans are at safe levels. A large number of leased cars will […]

Read more...

Tesla Whisper

Tesla Whisper

Research Question: Can Tesla meet its 2015-2016 delivery goals given its challenges in the Model X production ramp? Report Available: Sept. 10, 2015   Blueshift’s initial research shows that TSLA may fall short of its production goals in 2015 caused by Model X supplier issues. The company also tempered its weekly production estimates for 2016. But […]

Read more...

Jul 24 2015 Automotive, Consumer Goods

Auto Infotainment Hardware Makers Face Lost Power and Profits

Research Question: Will hardware makers like Harman and Delphi be left behind as the auto infotainment landscape veers toward software platforms and smartphones? Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, FCAU, FLEX, GM, GOOG/GOOGL, GRMN, HAR, INTC, JCI, KRX:000270, KRX:005380, MENT, MSFT, NVDA, P, SIRI, TMOAF/TMOAY, TPE:2315, TSLA, TYO:6632, TYO:6752, TYO:6773, TYO:6816, TYO:7203, […]

Read more...