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BIZD In A Rate Cut Environment - Is Double-Digit Yield Sustainable?
Seeking Alpha· 2025-09-24 12:25
Group 1 - The individual has a diverse portfolio focusing on sectors such as technology, AI, and electric vehicles (EVs) [1] - The emphasis is on business analysis, fundamental analysis, valuation, and long-term growth in industries like AI, fintech, and finance [1] - The individual has hands-on experience in equity research, financial modeling, and creating investment content [1] Group 2 - The individual actively analyzes publicly traded companies, focusing on their business models, earnings performance, and competitive positioning [1] - A finance-focused YouTube channel named "The Market Monkeys" is run to share insights on investment strategies, earnings reports, and market trends [1] - The goal is to provide clear, unbiased insights into companies' strengths, risks, and valuation to assist readers in forming their investment strategies [1]
Tesla China Deliveries To Jump 27% In September To 72K, While BYD To Deliver 380K Amid Target Cut, Predicts Deutsche Bank - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-24 08:18
Analysts at Germany's Deutsche Bank have predicted September delivery figures for automakers in the Chinese market, illustrating growth for multiple companies in the region.Tesla To Deliver 72K UnitsThe analysts predict that Elon Musk's Tesla Inc. TSLA will deliver around 72,000 units in the Chinese market during September, CnEVPost reported on Wednesday. The figure represents a 27% increase in deliveries compared to August.Tesla has recorded strong growth in the Chinese market during September, with the la ...
X @Bloomberg
Bloomberg· 2025-09-23 19:30
Major automakers want the Trump administration to weaken ambitious tailpipe emissions standards that are pushing the industry to sell electric vehicles in larger numbers https://t.co/uKavjj9e3W ...
Hyundai IONIQ 5 and IONIQ 6 Named Cars.com 2026 Top EV Picks
Prnewswire· 2025-09-23 17:30
Accessibility StatementSkip Navigation FOUNTAIN VALLEY, Calif., Sept. 23, 2025 /PRNewswire/ --Â Hyundai's acclaimed IONIQ electric vehicles received two 2026 Top EV Pick honors from Cars.com in their newly updated EV Buying Guide. As part of this year's selections, the 2025 IONIQ 6Â was named the Top EV Pick in the Electric Car category, while the 2025 IONIQ 5Â was named the Top EV Pick in the Two-Row electric SUV category. Continue Reading The 2025 Hyundai IONIQ 6 is photographed in Scottsdale, Arizona, on ...
天岳先进_从电动汽车到人工智能;应用领域拓展、产品结构向 8 英寸及以上升级,以及市场份额提升以缓解价格压力;买入
2025-09-23 02:37
22 September 2025 | 7:24PM HKT Equity Research SICC (688234.SS) EV to AI; Application expansion, product mix upgrade toward 8-inch and above, and market share gain to ease pricing pressure; Buy 688234.SS 12m Price Target: Rmb111.00 Price: Rmb85.90 Upside: 29.2% SICC's shareprice has increased by 68% YTD (vs. +14% of Shanghai - Shenzhen 300 Index), surpassing our target price, and we further raise our target price to Rmb111 (implied 101.2x 2026E PE on 100% NI YoY in 2027E) on the back of: BUY Verena Jeng +85 ...
X @Herbert Ong
Herbert Ong· 2025-09-22 15:10
China’s automakers are storming Europe! Fast builds, cheap EVs, massive exports. 🇨🇳Legacy giants like VW & BMW are stumbling. Tesla? Built different!@dunne_insights breaks down how $TSLA ’s software-first, AI-driven approach makes it the only Western automaker ready to stand toe-to-toe with China!The auto wars are heating up. Can Europe survive? ...
China's BYD makes gains in Spain with low EV prices, fast expansion
Reuters· 2025-09-22 05:07
Core Point - Javier Hernandez chose a plug-in hybrid vehicle from China's BYD due to its price being nearly 10,000 euros cheaper than European competitors [1] Company Summary - BYD is positioned competitively in the automotive market, particularly in the plug-in hybrid segment, by offering lower prices compared to European brands [1]
X @Herbert Ong
Herbert Ong· 2025-09-21 18:48
🚨NEWS: Tesla just updated its US site!You only need to order by Sept 30 to lock in the $7,500 EV credit, delivery can happen weeks or months later.This update follows new IRS guidance on the EV credit, and it applies to all eligible automakers, not just Tesla.$TSLA https://t.co/SHk90v0jma ...
X @Herbert Ong
Herbert Ong· 2025-09-21 15:30
Exclusive interview with former GM exec Michael Dunne (@dunne_insights)!Michael sounds the alarm. He warns Tesla alone can’t stop China.China is FLOODING Europe with EVs with 9M exported a year, built in just 18 months, and priced to crush.VW & BMW are stumbling.Only Tesla has the software + scale + AI edge to fight back.The auto wars are here. Can Europe survive? Can the US? ...
What Is Swing Trading? This Nuclear Stocks Trade Shows Benefits.
Investors· 2025-09-19 20:04
TRENDING: This Industry Is Flashing Gargantuan Market-Size EstimatesWhat is swing trading? The idea is that you take advantage of short-term moves in stocks and then lock in your profits while you have them. Selling into strength is a key component and it ends up helping your portfolio reduce drawdowns. Sometimes, you might go right back into the same stock or ETF and participate in another move, like we did with the nuclear stocks ETF VanEck Uranium and Nuclear (NLR). It's a prime example of how you can ge ...