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Automotive  // Browsing posts in Automotive

Sep 11 2019 Automotive, Consumer Goods

VW’s EV Initiative, MEB Platform Get High Praise; Have Significant Potential (VOW.DE)

Research Question: How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Companies: BMW.DE, F, FCAU, GM, TSLA, VOW.DE, 1211.HK By: David Franklin Click here to download (.pdf)   Summary of Findings Volkswagen AG’s (VW/DE) electric vehicle (EV) initiative—including its modular electric drive matrix (MEB) platform—is in its […]

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CarMax Primed for Additional Growth with Online and New Store Sales (KMX)

Research Question: Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Companies: AMZN, AN, BRK.A/B, CVNA, KAR, KMX, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) growth trend will continue, with its omnichannel and store expansion […]

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Volkswagen/EV Industry Idea Proposal (VOW.DE )

Volkswagen/EV Industry Idea Proposal (VOW.DE )

How significant is the Volkswagen MEB platform play and what does it mean for the auto industry? Report Available: September 11, 2019   Blueshift’s initial research found VOW.DE near or having achieved some major milestones in its transition to battery electric vehicle (BEV) or electric vehicle (EV) production. VOW.DE’s EV program, which includes its modular […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

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Online, Store Expansion Initiatives to Drive CarMax’s Growth in Robust Used Market (KMX)

Research Question: Will the rollout of an omnichannel/online car buying option and the expansion of physical store locations drive sales and loan originations for CarMax in 2019? Companies: ABG, AN, BRK.A/B, CARG, CVNA, HYRE, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) omnichannel/online and […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019?   Report Available: May 1, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]

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Subprime Loans Set to Grow in Personal and Mortgage But to Fall in Auto

Research Question: Can the subprime lending industry sustain its late-year bounce and extend gains through 2019? Companies: BAC, BX, CACC, COF, CPSS, DFS, ELVT, ENVA, FCFS, LON:EXPN, OMF, SC, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Gains in the subprime lending industry through 2019 will be challenged […]

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2018 Subprime Lending Returns Will Be Solid for Some But Challenging for Others

Research Question: Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry? Companies: ALLY, BAC, CACC, COF, CPSS, FCAU, FMCC, GM, JPM, KMX, SC, TRU, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime lenders with disciplined yet dynamic underwriting […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry?   Report Available: January 5, 2018   Blueshift’s initial research shows that Q3 household debt jumped to more than $9 trillion. Non-bank subprime auto loan delinquencies are rising at twice the rate of traditional bank loans. Credit […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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