Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.

Barrons2021-02-17

Speculation about an all-electric, self-driving car produced by Apple just won’t die. Now Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder ...

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精彩评论

Nagoken
2021-02-18
Nagoken
Apple wants everything...
Check7mate7
2021-02-18
Check7mate7
Bump
- Check7mate7:
  Up
Jjinc
2021-02-17
Jjinc
Comment for me!
TianZi81
2021-02-17
TianZi81
Apple will be able to make it!!!!
potatochip
2021-02-17
potatochip
Is it happening or is it not [思考]
- Ddazes:
  Whats now?
- CL777:
  [财迷]
ELee2723
2021-02-17
ELee2723
Interesting

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The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. 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That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. 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for me!","listText":"Comment for me!","text":"Comment for me!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385786293","repostId":1106575642,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":385254036,"gmtCreate":1613557838025,"gmtModify":1634553172029,"author":{"id":"3572441449814859","authorId":"3572441449814859","name":"TianZi81","avatar":"https://static.tigerbbs.com/01d94807144591ff999444e12f4024ed","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572441449814859","authorIdStr":"3572441449814859"},"htmlText":"Apple will be able to make it!!!!","listText":"Apple will be able to make it!!!!","text":"Apple will be able to make it!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385254036","repostId":1106575642,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":385289317,"gmtCreate":1613554563739,"gmtModify":1634553187020,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"htmlText":"Is it happening or is it not [思考]&nbsp;","listText":"Is it happening or is it not [思考]&nbsp;","text":"Is it happening or is it not [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/385289317","repostId":1106575642,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3592824,"gmtCreate":1613574888714,"gmtModify":1635763577007,"authorId":3570925230110099,"author":{"id":3570925230110099,"idStr":"3570925230110099","authorId":3570925230110099,"name":"Ddazes","avatar":"https://static.tigerbbs.com/6ba801dfb90539ab362f1d1efe8729c7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385289317,"type":1,"supId":0,"prevId":0,"content":"Whats now?","text":"Whats now?","html":"Whats 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