General Motors Co GM is set to report its first-quarter earnings on Tuesday before the market opens. Wall Street expects earnings per share of $2.73 on revenues of $43.15 billion.The stock has gained 2.65% over the past year but remains down 8% year-to-date, as tariff headlines and macro noise kept the auto sector spinning its wheels.Let's take a look at what the charts are signaling for GM stock ahead of earnings.Read Also: Automakers Are Struggling With Tariffs And EV Competition, Say AnalystsGM Technical ...

Group 1 - Austral Gold Limited is an established gold producer with a focus on building a portfolio of quality assets in the Americas through production, exploration, and equity investments [2] - The company's 2025 Annual General Meeting (AGM) is scheduled for Thursday, 29 May 2025, at 9:00 am AEST in Sydney, Australia [1][4] - Relevant documents for the AGM, including the Notice of AGM and proxy forms, have been dispatched to shareholders and are available on the ASX and the company's website [1][6] Group 2 - Austral Gold continues to advance its growth strategy by developing its attractive portfolio of producing and exploration assets [2][4] - The company is focused on three strategic pillars: production, exploration, and equity investments, which are essential for its growth [2]

Market Overview - US stock index futures are all down before the market opens, with Dow futures down 0.06%, S&P 500 futures down 0.12%, and Nasdaq futures down 0.07% [1] - Major European indices show positive performance, with Germany's DAX up 0.52%, UK's FTSE 100 up 0.11%, France's CAC40 up 0.72%, and the Euro Stoxx 50 up 0.50% [2][3] - WTI crude oil is down 0.33% at $62.81 per barrel, while Brent crude oil is down 0.36% at $65.56 per barrel [3][4] Economic Data and Corporate Earnings - The upcoming week is significant for economic data and corporate earnings, with the April non-farm payroll report and Q1 inflation data being key focuses [5] - 180 S&P 500 companies are set to report quarterly earnings, with major companies like Apple, Amazon, Coca-Cola, Eli Lilly, Meta, Microsoft, and Chevron in the spotlight [5] Corporate Actions - Spirit AeroSystems has reached an agreement with Airbus for the acquisition of certain assets, with Boeing repurchasing its previously divested business for $4.7 billion in stock [8] - Merck has announced a $3.9 billion acquisition of SpringWorks Therapeutics to enhance its oncology drug portfolio, with the deal valued at approximately $3.4 billion in enterprise value [9] - Amazon has seen prices of nearly 1,000 products rise by an average of 30% due to the impact of tariffs, affecting various categories from electronics to clothing [10] Earnings Forecast - Upcoming earnings reports include companies such as NXP Semiconductors, AstraZeneca, BP, Novartis, Deutsche Bank, HSBC, Coca-Cola, Pfizer, UPS, General Motors, Daqo New Energy, and JinkoSolar [11]

Core Insights - Cadillac's LYRIQ-V, the first all-electric model in the V series, made its domestic debut at the 2025 Shanghai International Auto Show, showcasing a range of upcoming technologies alongside models like OPTIQ, VISTIQ, and ESCALADE IQ [1][3] Group 1: Vehicle Features - LYRIQ-V features a diamond-cut design language and a unique matte silver color, equipped with a high-performance aerodynamic kit including a low-resistance front lip and side winglets [3] - The vehicle is powered by a high-performance silicon carbide electric drive, achieving a 0-100 km/h acceleration time of 3.3 seconds, and includes custom sound simulations for an enhanced driving experience [3] - The VISTIQ model incorporates NVIDIA DRIVE AGX computing platform, offering advanced driver assistance with a focus on attention monitoring through a driver monitoring system [3] Group 2: Advanced Technologies - Cadillac introduced the first in-cabin hidden laser radar, designed to maintain high sensitivity in adverse weather conditions and reduce the risk of damage to expensive components during collisions [5][7] - The intelligent cockpit features a 33-inch 9K Mini LED curved display and a 70-inch dual-focus AR-HUD, providing detailed driving information and virtual projections of traffic signs and signals [7] - An upgraded audio system includes 4 additional top speakers, creating a 7.1.4 cinema-level sound experience in collaboration with Dolby and AKG [7]

Group 1 - BMW leads the automotive sector with a revenue of 525.57 billion, showing a growth of 10.46% [2] - Porsche follows with a revenue of 483.05 billion, reflecting a slight increase of 1.16% [2] - General Motors reports a revenue of 455.21 billion, with a growth of 2.22% [2] - Honda's revenue stands at 437.69 billion, marking a growth of 1% [2] - Maruti Suzuki's revenue is 436.15 billion, but it has seen a decline of 9.13% [2] - Mahindra's revenue is 407.7 billion, down by 5.16% [2] - Ford's revenue is 400.04 billion, with a minor decline of 0.8% [2] - Hyundai's revenue is 326.96 billion, down by 1.61% [2] - Tata Motors reports a revenue of 287.67 billion, down by 6.23% [2] - Seres has a revenue of 286.56 billion, with a decline of 2.17% [2] - Stellantis reports a revenue of 271.34 billion, showing an increase of 2.58% [2] - SAIC Motor's revenue is 247.15 billion, down by 2.22% [2] - Kia's revenue stands at 245.62 billion, with a growth of 1.39% [2] - Li Auto reports a revenue of 236.88 billion, down by 3.44% [2] - Great Wall Motors has a revenue of 229.53 billion, down by 1.99% [2] - Suzuki's revenue is 226.11 billion, down by 1.75% [2] - Geely's revenue stands at 205.77 billion, down by 1.83% [2] - Xpeng's revenue is 194.06 billion, with a significant decline of 6.96% [2] Group 2 - Renault's revenue is 153.4 billion, with a decline of 0.43% [3] - Changan's revenue stands at 145.73 billion, down by 1.43% [3] - Rivian reports a revenue of 141.71 billion, showing a growth of 5.95% [3] - Subaru's revenue is 135.46 billion, with an increase of 2.64% [3] - GAC Group's revenue is 107.63 billion, down by 4.03% [3] - JAC Motors reports a revenue of 105.35 billion, with a growth of 0.9% [3] - Hozon Auto's revenue is 104.71 billion, down by 0.17% [3] - Isuzu's revenue stands at 96.04 billion, with a growth of 1.19% [3] - NIO's revenue is 88.28 billion, down by 3.29% [3] - Ford Otosan's revenue is 84.71 billion, with a slight increase of 0.55% [3] - Nissan's revenue is 83.36 billion, showing a growth of 2.02% [3] - VinFast's revenue is 77.65 billion, down by 1.92% [3] - Leapmotor reports a revenue of 76.44 billion, with a growth of 2.1% [3] - Lucid Motors' revenue is 75.79 billion, showing an increase of 1.52% [3] - Volvo's revenue stands at 55.76 billion, down by 0.25% [3]

Investment Rating - The report assigns an "Overweight" (OW) rating to General Motors (GM) and Ford, while Tesla and Rivian are rated "Underweight" (UW) [6][7]. Core Insights - The automotive industry is experiencing varied performance metrics across different companies, with GM and Ford showing potential upside in their stock prices, while Tesla and Rivian face significant downside risks [6][7]. - The report highlights the importance of valuation metrics such as EV/EBITDA, P/E ratios, and sales growth projections for assessing investment opportunities within the automotive sector [6][22]. Global Auto OEMs Investment Comparables - General Motors (GM) has a current price of $44.57 with a market cap of $43.067 billion and a target price of $53.00, indicating a 19% upside potential [6]. - Ford (F) is priced at $9.63 with a market cap of $38.294 billion and a target price of $11.00, representing a 14% upside [6]. - Ferrari (RACE) is valued at $439.97 with a target price of $460.00, showing a 5% upside [6]. - Tesla (TSLA) is currently priced at $241.37 with a target price of $120.00, indicating a -50% downside [6]. - Rivian (RIVN) has a price of $11.60 with a target price of $11.00, reflecting a -5% downside [6]. Global Auto Parts Suppliers Valuation Metrics - The average EV/EBITDA for US auto parts suppliers is projected at 1.8x for 2024, with a corresponding EBITDA margin of 12% [22]. - Aptiv (APTV) is rated "Overweight" with a current price of $51.71 and a target price of $102, indicating a 97% upside [22]. - Borg Warner (BWA) is rated "Overweight" with a price of $26.45 and a target price of $46, representing a 74% upside [22]. - Lear Corp (LEA) is rated "Overweight" with a price of $79.42 and a target price of $140, indicating a 76% upside [22]. Performance Metrics - The report indicates that the average revenue CAGR for US auto parts suppliers is projected to be 2% from 2023 to 2025 [74]. - The EBITDA margin for US auto parts suppliers is expected to be around 12% in 2025, with some companies showing higher margins [74][83]. - The report also highlights the financial returns of various suppliers, with some companies achieving significant returns on invested capital (ROIC) [54][56].

Group 1 - The article discusses the challenges faced by Cathay General Bancorp in increasing its net interest margin due to high deposit costs and a loan-to-deposit ratio close to 100% [1] - The management's limited flexibility in adjusting financial strategies is highlighted, indicating potential difficulties in improving profitability [1] Group 2 - The author emphasizes a fundamental analysis approach, focusing on actual company performance rather than market trends, which is crucial for long-term investment strategies [1] - The article serves as a platform for sharing insights and engaging with the investment community, reflecting the author's commitment to continuous learning in the financial markets [1]

Group 1 - General Dynamics reported first quarter results on April 23, showing double-digit growth in revenues [2] - Despite an initial drop in stock price following the earnings release, the stock has since recovered [2] - The company operates within the aerospace, defense, and airline industry, which has significant growth prospects [2] Group 2 - The analysis provided by the investing group focuses on discovering investment opportunities in the aerospace and defense sectors [2] - The group utilizes data-informed analysis to contextualize industry developments and their potential impact on investment theses [2]

Core Viewpoint - General Motors (GM) is expected to report its first-quarter 2025 results on April 29, with earnings estimated at $2.66 per share and revenues at $42.37 billion, reflecting a modest year-over-year earnings increase but a revenue decline [1][2]. Financial Performance - The earnings estimate for the upcoming quarter has increased by 2 cents, indicating a 1.5% year-over-year growth in earnings, while revenues are projected to decrease by 1.5% [2]. - For the full year 2025, GM's revenue is estimated at $179.3 billion, representing a 4.3% year-over-year contraction, while the EPS is projected to grow by approximately 6% to $11.21 [3]. Sales and Market Position - In Q1 2025, GM sold 693,363 units, marking a 17% year-over-year increase, with significant gains across key brands: Chevrolet (up 13.7%), GMC (up 17.6%), Cadillac (up 17.8%), and Buick (up 39.3%) [6]. - GM's retail sales increased by 15%, achieving its best first-quarter performance since 2018, and electric vehicle (EV) sales surged by 94% to 31,887 units, making GM the second-largest EV seller in the U.S. after Tesla [7]. Regional Performance - In China, GM delivered 442,000 vehicles, nearly flat year-over-year but down 26.3% sequentially, although new energy vehicle sales rose by 53.2% [8]. - The wholesale vehicle sales volume for GM North America is projected at 807,000 units, indicating a 1.9% year-over-year growth, with revenues expected to reach $36.46 billion [9]. Valuation and Market Comparison - Year-to-date, GM shares have declined by 12%, outperforming the auto sector and Tesla, which has seen a 36% drop [11]. - GM is trading at a forward price/sales ratio of 0.26, significantly lower than the industry average of 2.19, indicating a relatively cheap valuation [15]. Strategic Developments - GM's EV portfolio became "variable profit positive" in Q4 2024, with a production goal of 300,000 units in 2025, and the company expects to reduce EV losses by $2 billion this year [19]. - The company ended 2024 with $35.5 billion in automotive liquidity and returned $7.6 billion to shareholders, including a 25% dividend hike and a $6 billion repurchase authorization [20]. Challenges and Outlook - GM anticipates a slight decline in internal combustion engine vehicle volumes in North America and a 1-1.5% decrease in vehicle pricing, which may impact margins [21]. - Despite the challenges, GM is viewed as a solid long-term investment, although new investors may consider waiting for more clarity on tariff tensions and pricing pressures before making purchases [22].

Core Points - Grupo Aeroportuario del Pacífico (GAP) held its Annual General Ordinary Shareholders' Meeting with a quorum of 88.5% and approved several key resolutions regarding financial statements, dividend payments, and board appointments [1][2][3]. Financial Resolutions - The financial statements for the fiscal year 2024 were approved on both unconsolidated and consolidated bases, adhering to MFRS and IFRS standards respectively [2]. - The net income for the fiscal year ended December 31, 2024, was reported at Ps. 8,279,790,417 (approximately 8.28 billion pesos), with the entire amount allocated to retained earnings without separating for legal reserves [3]. - A dividend of Ps. 16.84 per share was approved, to be paid from the retained earnings account totaling Ps. 18,864,285,272 (approximately 18.86 billion pesos), with payment expected within 12 months after April 24, 2025 [4]. Share Repurchase Program - The cancellation of outstanding amounts under the previous share repurchase program of Ps. 2,500,000,000 (2.5 billion pesos) was approved, along with a new allocation of the same amount for share repurchases in the upcoming 12-month period [5]. Board of Directors - The meeting ratified the appointments of four proprietary members and their alternates to the Board of Directors, including Laura Díez Barroso Azcárraga as Chairwoman [6][7]. - Compensation for the Board of Directors for the fiscal year 2024 was approved, along with the proposed compensation for 2025 [8]. Compliance and Reporting - The company reported compliance with regulations regarding significant transactions exceeding US$ 3,000,000 [10]. - Special delegates were approved to formalize the resolutions adopted at the meeting [11]. Company Overview - Grupo Aeroportuario del Pacífico operates 12 airports in Mexico's Pacific region, including major cities and tourist destinations, and has expanded its operations internationally [12].