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Automotive  // Browsing posts in Automotive

Feb 06 2014 Automotive, Consumer Goods

Tesla Still in the Driver’s Seat

Research Question: Will demand for Tesla vehicles remain strong throughout 2014? Companies: BIT:F/FIATY, EPA:RNO/RNSDF, EPA:UG/PEUGY, ETR:BMW, ETR:DAI/DDAIF, ETR:NSU, ETR:PAH3/POAHY, ETR:VOW3/VLKAY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7267/HMC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings U.S. sales of Tesla Motors Inc.’s (TSLA) Model S sedan will continue to be strong in 2014. The […]

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Rental Car Fleets in Line with Solid Demand

Research Question: Are rental car fleets for Hertz, Avis and Enterprise a rational size for profit, and what is their inventory utilization rate? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings National rental car fleets are sized appropriately at all the major rental car companies. Regional increases to meet […]

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Sirius XM Attracts Few Dealers, Customers of Used Cars

Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]

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Tesla Whisper

Tesla Whisper

Research Question: Can Tesla maintain its high demand throughout 2014? Companies Covered: Tesla Motors (TSLA) Report Available: February 6th, 2014   Blueshift’s initial research indicates that Tesla Motors is hitting on all cylinders with its Model S outperforming expectations, though it faces headwinds including possible production challenges, rising infrastructure capital expenditures, and the sustainability of the company’s […]

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Oct 31 2013 Automotive, Consumer Goods

Tesla Stands Alone in Luxury EV Niche

Research Question: Will high-end electric or hybrid vehicles from BMW, Audi and Porsche pop Tesla’s bubble? Companies: BIT:F/FIATY, ETR:BMW, ETR:NSU, ETR:PAH3/POAHY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7211/MMTOF By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Tesla Motors Inc.’s (TSLA) Model S still has no direct competition; it stands alone in its class of […]

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Oct 17 2013 Automotive, Consumer Goods

New Car Sales Expected to Rev Up Parts/Services Revenue in Next Few Years

Research Question: Will parts and services revenue at auto dealerships continue to accelerate for the 0- to 5-year-old units in operation based on current momentum? By: David Franklin Companies: AAP, ABG, AN, AZO, GPI, KMX, LAD, ORLY, PAG, SAH Click here to download the report (.pdf)   Summary of Findings UIO/VIO Effect on Parts and Services Revenue Over […]

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Telsa Whisper

Telsa Whisper

Research Question: Will high-end electric hybrid cars from BMW, Audi, and Porsche pop Tesla’s bubble? Companies Covered: Tesla (TSLA); Bayerische Motoren Werke (BMW); Volkswagen (VOW) Report Available: October 24, 2013   Blueshift’s initial research shows TSLA increasing revenue as electric car adoption takes off, but facing new competition from BMW, Audi, and Porsche who are all entering the high-end electric […]

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Auto Dealer Whisper

Auto Dealer Whisper

Research Question: Will parts and services revenue growth at auto dealerships continue to accelerate for the 0-5 year-old units in operation based on its current momentum? Companies Covered: AutoNation (AN); Penske Automotive Group (PAG); Lithia Motors (LAD); Group 1 Automotive (GPI); Ashbury Automotive Group (ABG); Sonic Automotive (SAH) Report Available: October 16, 2013   Blueshift’s […]

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Jun 24 2013 Automotive, Consumer Goods

Adoption of Gentherm Seats Warms Up, Expected to Move to Midmarket

Research Question: Will new initiatives and expansion into new markets help Gentherm achieve its expected 8% to 10% growth rate in 2013? By: Reverdy Johnson Companies: ETR:BMW, ETR:NSU, ETR:VOW, F, GM, JCI, LEA, MFRM, MGA, SCSS, THRM, TPX, TYO:7203, TYO:7267 Click here to download the report (.pdf)   Summary of Findings Eleven of 13 auto industry sources said […]

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Gentherm Whisper

Gentherm Whisper

Research Question: Will new initiatives and expansion into new markets help Gentherm achieve its expected 8%-10% growth rate in 2013? Companies Covered: Gentherm (THRM) Report Available: June 21, 2013   Blueshift’s initial research indicates Gentherm attempting to expand into new markets and introduce new products, with it remaining unknown how this will impact the company’s anticipated […]

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