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Automotive  // Browsing posts in Automotive

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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May 17 2013 Automotive, Consumer Goods

NAV Set for Long-Haul Recovery; Warranty, Quality Issues Remain

Research Question: Will new leadership and the release of new engines help Navistar regain its market share and return to profitability? By: Susan Jennings Kantari Companies: CAT, CMI, ETR:DAI, F, NAV, PCAR, STO:VOLV B Click here to download the report (.pdf)   Summary of Findings †  Sixteen of 18 sources believe Navistar International Corp. (NAV) will be able […]

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Harman’s Range of Products, Not Quality, Differentiate It

Research Question: Does Harman International possess a sustainable competitive advantage to break out from competitors and become a more integral player in the car audio and infotainment marketplace? By: Susan Jennings Kantari Companies: ETR:BMW, ETR:DAI, ETR:VOW, F, GM, HAR, TM, TYO:6503, TYO:6632, TYO:6816, TYO:7203 Click here to download the report (.pdf)   Summary of Findings The main competitive […]

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Mar 15 2013 Automotive, Idea Proposals

Navistar Whisper

Navistar Whisper

Research Question: Will new leadership and the release of new engines help Navistar regain its market share and return to profitability? Companies Covered: Navistar (NAV), Cummins (CMI), Paccar (PCAR)   Initial research by Blueshift indicates Navistar is being reinvigorated by its new CEO and the potential of its new engine, but facing mounting losses that might […]

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Fragmented Car Rental Market Will Challenge Rate Increase Attempts

Research Question: How are rental-car company pricing and market share expected to trend now and over the next 1 to 3 years? By: David Franklin Companies: CAR, HTZ Click here to download the report (.pdf)   Summary of Findings Sources acknowledge that the current rental car pricing landscape is highly competitive, with low prices, discounting, and promotions dominating […]

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