33 ordspråk av Himanshu Patel
Himanshu Patel
 The market is likely to be reassured that management is now putting firmer parameters around 2006 performance. |
| timing of this pending divestiture cannot be overlooked. |
| We are expecting PSA to beat their forecasts and to reaffirm fairly upbeat guidance for 2003. Their key markets of Britain and France are holding up well and their market share is reasonably healthy. |
| We are not that surprised that the company guided down for the first quarter given their previously announced weak production schedules. However, we are surprised by the magnitude of the first-quarter and 2005 revision, which suggests the further risk to production schedules in future periods. |
| We continue to believe TRW should benefit from growth in safety content per vehicle, its diverse content profile, and aggressive cost management. |
| We estimate production at the affected plants is around 1 million units annually, indicating around 4,300 units of lost production for every day these plants remain down. |
| We expect GM to take notable share from Ford in the full-size pickup segment in 2006 and, particularly, in 2007. |
| We maintain our overweight (rating), as we think a recent correction in this well-diversified vehicle safety supplier has been unjustified. |
| We see a $2 billion cash injection as meaningful, even in light of GM's robust corporate liquidity. This sale was largely unanticipated by the market. |
| We see a $US2 billion cash injection as meaningful, even in light of GM's robust corporate liquidity. This sale was largely unanticipated by the market. |
| We still see more downside than upside risk to 2007 consensus earnings. |
| We think GM will see it as more of an opportunity than a risk to assist in a Delphi bailout, as it will likely be able to extract sizable UAW health care concessions in return, |
| We're expecting both of them to do well. The French carmakers are safer than the Germans, partly because they have limited U.S. exposure and partly thanks to a fairly robust home market. |
| While fundamentals are admittedly weak, given the stock's weak recent performance, we are reluctant to get incrementally bearish, particularly ahead of a potential restructuring announcement. |
| While none of these issues are enough to change our thesis on GM, they do raise our concerns on the company's internal accounting controls. |
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Här har vi samlat ordspråk i 12585 dagar!
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varav 1407627 på engelska
Proverb (1469517 st) Search
Categories (2627 st) Search
Authors (167535 st) Search
Photos (4592 st)
Born (10495 st)
Died (3317 st)
Dates (9517 st)
Countries (5315 st)
Idiom (4438 st)
Lengths
Toplists (6 st)
Greetings
Write a greeting
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12585 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!
 |
This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.
Här har vi samlat ordspråk i 12585 dagar!
Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!