Core Insights - Amphenol (APH) and TE Connectivity (TEL) are leading global manufacturers of electrical connectors, sensors, and interconnect systems, serving critical markets such as automotive, industrial, aerospace, and communications [1][2] - Both companies are benefiting from long-term trends including vehicle electrification, data-center growth, and the demand for high-speed connectivity [2] Amphenol Overview - Amphenol reported record sales of $6.2 billion in Q3, a 53% increase year-over-year, with 41% organic growth and $6.1 billion in orders [3][4] - The company achieved a record operating margin of 27.5%, with adjusted EPS growing by 86% and free cash flow reaching $1.2 billion [3] - Amphenol's IT datacom business, now 37% of total sales, more than doubled due to strong AI-related demand [4] - Future opportunities include AI growth, defense spending, recovery in commercial aerospace, and electric vehicle transitions, with projected Q4 earnings between $0.89 and $0.91 per share [5][6] TE Connectivity Overview - TE Connectivity reported record Q4 revenues of $4.75 billion, a 17% year-over-year increase, with adjusted EPS rising 25% to $2.44 [7] - The company’s Industrial Solutions segment saw significant growth, with Digital Data Networks increasing by 80% and generating over $900 million in AI-related revenues [8] - TE Connectivity anticipates double-digit growth in Q1 of fiscal 2026, with sales up 17% and adjusted EPS up 23% [10] Comparative Performance - Year-to-date, Amphenol shares have increased by 98.4%, outperforming TE Connectivity's 55.5% increase [12] - Amphenol's shares are trading at a forward Price/Sales ratio of 6.67X, compared to TEL's 3.42X, reflecting its faster revenue and earnings growth [15] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, indicating a 74.07% year-over-year increase, while TEL's estimate for fiscal 2026 is $10.56 per share, reflecting a 20.55% increase [18][20] Investment Outlook - Amphenol is positioned as the stronger stock due to its robust revenue and earnings growth, exceptional operating margins, and dominant position in AI-driven datacenter interconnects [21] - TE Connectivity, while steady, faces uneven end-market exposure, making Amphenol a more compelling buy in the current market [21]

Core Points - Shares have decreased by 24% year-to-date, indicating a significant decline in investor confidence [1] - The decline in sales and earnings is contributing to the negative sentiment among investors [1]

Group 1 - The company reported a loss of 3.66 billion yuan in the third quarter, an improvement from a loss of 5.14 billion yuan in the same period last year [1]

Core Insights - Tesla Inc. continues to experience a decline in European sales, with a significant drop in registrations during October [1][2] - The company's year-to-date (YTD) registrations also reflect a downward trend compared to the previous year [2] Sales Performance - Tesla recorded 6,964 new registrations in Europe for October, marking a 48.5% year-on-year decline from 13,519 registrations in October 2024 [2] - YTD registrations from January to October totaled 180,688 units, a 29.6% decrease from 256,495 units sold in the same period last year [2] Market Comparison - Tesla's sales in key European markets, including Austria, Finland, and Spain, fell by over 36% [3] - In contrast, BYD Co. Ltd. reported strong sales growth, with over 17,470 units sold in October, representing a 206.8% increase from 5,695 units in October of the previous year [4] - BYD's YTD sales from January to October reached 138,390 registrations, reflecting a 285% increase compared to the same period last year [5] Industry Trends - The overall European EV market saw a growth in adoption, with YTD sales reaching 2,022,173 units, a 26.2% increase from 1,602,342 units last year [6] - The battery-electric car (BEV) market share within the European Union reached 16.4% YTD [6] Future Developments - Tesla is planning to expand its Full Self-Driving (FSD) technology in Europe, targeting a launch in February 2026, as confirmed by the Netherlands Vehicle Authority [7]

Core Insights - Electric vehicle (EV) models now represent over 5% of new sales in India, a significant increase from 2.5% a year prior, indicating a growing market for EVs in the country [1][9] - The entry of global players like Tesla and Vinfast is intensifying competition in India's EV market, which is expected to drive down costs and enhance product offerings [2][9] - Tata Motors aims to increase its EV market share to 45%-50% by expanding its product lineup, despite facing declining market share from 59% to 35% in the first eight months of the year [7][9] Market Dynamics - The competition is fostering excitement in the market, with multiple brands offering a range of products that build consumer confidence in EVs [4][9] - EV costs are projected to decrease as automakers streamline production by integrating components into compact modules, which will enhance efficiency and reduce complexity [5][10] - By 2030, entry-level EVs are expected to match the price of gasoline cars while providing a range of approximately 400 kilometers (about 249 miles) [5][10] Future Projections - The BNEF report forecasts that EV sales in India could exceed 650,000 units by 2030, driven by an expanding EV portfolio and declining battery prices [7][10] - Tata Motors is focusing on a broader lineup that includes both premium and mass-market products to maintain its leadership in the EV segment [7][8] - The new Tata Sierra, a revival of a popular SUV from the 1990s, is set to launch an electric version early next year, highlighting Tata's commitment to electrification across various vehicle categories [8][10]

What is this group discussing ? https://t.co/kdqXtdH4x0 ...

Everybody's having a tough time with this. You look at companies like Ford and General Motors. They lose money on every EV they make.They've reported that it's a big drag on their earnings. They make a lot of money because they sell big SUVs and pickup trucks that have huge margins on them. Porsche doesn't have that.They do have actually, because they should be making good money, but they put a lot of money into EVs because they want to be a player in China. Luxury buyers actually do like these. They're not ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $719 million, representing a 47% year-over-year increase and a 9% quarter-over-quarter increase [17] - Cost of goods sold for the quarter was $1.1 billion, an increase of 85% year-over-year and 21% quarter-over-quarter [18] - Gross margin was negative 56.2%, compared to negative 24% in Q3 2024 and negative 41.1% in Q2 2025 [18] - Net loss for the quarter was negative $953 million, with a net loss margin of negative 132.7% [21] - Total available liquidity as of September 30 was $3.7 billion, providing approximately 18 months of operational runway [22] Business Line Data and Key Metrics Changes - In Q3 2025, VinFast delivered 38,195 EVs, a 74% increase year-over-year and 7% quarter-over-quarter [3] - For the first nine months of 2025, total EV deliveries reached 110,362, representing a 149% increase year-over-year [4] - E-scooter and e-bike deliveries totaled 120,052, reflecting a 535% year-over-year increase and 73% quarter-over-quarter growth [4] - The VF3 and VF5 models contributed 47% of total deliveries, while the Green Series accounted for 25% [4] Market Data and Key Metrics Changes - In Vietnam, VinFast's volumes grew 82% year-over-year, while the overall auto industry reported flat sales [7] - In India, VinFast ranked within the top eight for EV registration in October, with sales exceeding internal forecasts [9] - In Indonesia, VinFast captured approximately 5% of the BEV market, ranking fifth among top BEV brands year-to-date [10] - In the Philippines, VinFast opened 13 showrooms and is expanding its marketing efforts [11] Company Strategy and Development Direction - VinFast is focused on growth both domestically and internationally, with a strategy to broaden its EV e-scooter lineup and deepen its presence in the B2B fleet channel [5] - The company is investing in innovation, particularly in vehicle platforms, electrical architecture, and autonomy [5][16] - VinFast aims to balance top-line growth with cost rationalization as a medium-term priority [5] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of continued investment in R&D to strengthen long-term competitiveness [16] - The company remains optimistic about achieving its 2025 guidance and expects to reach 30,000 vehicle deliveries per month soon [34] - Management acknowledged the challenges in the U.S. market but emphasized the need to cultivate relationships with existing dealers [31] Other Important Information - The company plans to introduce three distinct brands by 2026, targeting different market segments [15] - VinFast is expanding its battery infrastructure through VGreen, which is emerging as a significant player in the charging network [12][42] Q&A Session Summary Question: What is the expected timeline and cost for developing the autonomy stack? - The plan for launching is next year in 2026 for the low-cost version for robotaxi [23] Question: What are the capital needs and timeline for achieving positive gross margin? - Total liquidity is $3.7 billion, sufficient for another 18 months based on current projections [24] Question: What percentage of sales in Q4 will come from outside Vietnam? - A slight increase in sales from outside Vietnam is expected in Q4, primarily from India and Indonesia [25] Question: How much will R&D increase to support the new platform? - The target for R&D spending is about $1.6 billion for the year, with a significant portion capitalized for new models [26] Question: What is the outlook for the two-wheeler business in 2026? - The target is to deliver 1.5 million two-wheelers in Vietnam in 2026, representing about 50% of total new sales [45]

RT Bloomberg New Economy (@BBGNewEconomy)EVs, AC, and AI are driving an electrification supercycle. Find out why smarter demand is the only way forward.Read the article: https://t.co/sHifcLsdWT https://t.co/i0Wwfl2M2Z ...

Business Performance - VinFast delivered 38,195 EVs in Q3'25, a 74% year-over-year increase[3] - The company delivered 110,362 EVs in the first nine months of 2025, up 149% year-over-year[3] - VinFast's two-wheeler deliveries reached nearly 120,052 in Q3'25, a 535% year-over-year increase[4] - Two-wheeler deliveries for the first nine months of 2025 totaled 234,536, up 489% year-over-year[4] - VF 3 and VF 5 models accounted for 47% of total EV deliveries in Q3'25[31] - Green series models represented 25% of total EV deliveries in Q3'25[31] Financial Highlights - Total revenue for Q3'25 was $719 million, a 47% increase compared to Q3'24[28] - Gross loss for Q3'25 was $404 million, with a gross margin of -56%[28] - Net loss for Q3'25 was $953 million, or $041 per share[28] - Cash and cash equivalents stood at $349 million as of September 30, 2025[28] Market Expansion - VinFast ranked 5th among the Top 5 BEV brands in Indonesia year-to-date, capturing approximately 5% of Indonesia's BEV market[8] - In Vietnam, VinFast outpaced the market with 82% year-over-year growth[6]