Recovery soon_老虎社区_美港股上老虎

2021-05-25

Recovery soon

Wall Street has high expectations for Ford's investor day

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":138269598,"tweetId":"138269598","gmtCreate":1621943873314,"gmtModify":1634185301466,"author":{"id":3578611232288599,"idStr":"3578611232288599","authorId":3578611232288599,"authorIdStr":"3578611232288599","name":"loongloong","avatar":"https://static.tigerbbs.com/9f66af366c7a0ae3258e21982c5ddc20","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Recovery soon</p></body></html>","htmlText":"<html><head></head><body><p>Recovery soon</p></body></html>","text":"Recovery soon","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/138269598","repostId":1172403789,"repostType":4,"repost":{"id":"1172403789","kind":"news","pubTimestamp":1621942299,"share":"https://www.laohu8.com/m/news/1172403789?lang=&edition=full","pubTime":"2021-05-25 19:31","market":"us","language":"en","title":"Wall Street has high expectations for Ford's investor day","url":"https://stock-news.laohu8.com/highlight/detail?id=1172403789","media":"cnbc","summary":"DETROIT — Wall Street has high expectations forFord Motor's first investor day under CEO Jim Farley ","content":"<div>\n<p>DETROIT — Wall Street has high expectations forFord Motor's first investor day under CEO Jim Farley on Wednesday.The company's stock price has roughly doubled since Farley took control of the company ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/25/wall-street-has-high-expectations-for-fords-investor-day.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street has high expectations for Ford's investor day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street has high expectations for Ford's investor day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/25/wall-street-has-high-expectations-for-fords-investor-day.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DETROIT — Wall Street has high expectations forFord Motor's first investor day under CEO Jim Farley on Wednesday.The company's stock price has roughly doubled since Farley took control of the company ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/25/wall-street-has-high-expectations-for-fords-investor-day.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.cnbc.com/2021/05/25/wall-street-has-high-expectations-for-fords-investor-day.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1172403789","content_text":"DETROIT — Wall Street has high expectations forFord Motor's first investor day under CEO Jim Farley on Wednesday.The company's stock price has roughly doubled since Farley took control of the company Oct. 1. That includes a 12.6% increase last week after the debut of the company's new electricF-150 Lightningpickup truck.Investors will be watching the highly anticipated investor event to see if Farley can keep up the momentum. He has promised to provide details his management team's direction for the automaker.\"[It's] a big deal. It's my management team's coming-out party,\" Farley said last week. \"Yes, we've had a couple good quarters. That's great, but really the big test is what's our plan for the company and how it's going to add value.\"Farley's predecessor, Jim Hackett, wascriticized by Wall Streetfor failing to detail his turnaround plan and having an unclear vision to fix Ford's operations. Farley's plan will have to be detailed to appease Wall Street.\"Since Jim Farley has taken over as CEO, Ford has promised increased transparency and measurable [key performance indicators] so we can track Ford's progress and execution,\" RBC Capital Markets analyst Joseph Spak said in a note. \"We expect those, along with financial targets, to be detailed at the event.\"Other expectations range from a clear path for the company to achieve an 8% adjusted profit margin to new details regarding its plans for electric and autonomous vehicles. Here are additional details on those items and more.Financial targetsAn ongoing promise of Farley hasbeen providing clear financial targetsthat Wall Street can measure the company's progress against.One of the main targets analysts want to see is a long promised 8% global adjusted profit margin target, including 10% in North America and 6% in Europe. The 8% was promised by Hackett as well as his predecessor, Mark Fields, as part of a \"2020 vision\" that never happened.\"We'll look for an update and a bridge to Ford's prior 8% margin target,\" Citi analyst Itay Michaeli said in a note Friday. \"The more details the better. Though consensus out-year estimates appear in-line with Ford's ~8% target, the Investor Day serves an opportunity to build greater confidence.\"Ford CEO Jim Farley at the company's new Rouge Electric Vehicle Center on May 18, 2021 ahead of remarks from President Joe Biden.Michael Wayland / CNBCBefore the coronavirus pandemic, Ford's adjusted profit margin was 4.1% in 2019, followed by 2.2% in 2020. Due to an imbalance of supply and demand in new vehicles due to an ongoingglobal semiconductor chip shortage,it was inflated to 13.3% during the first quarter of this year.For comparison,General Motors'adjusted profit margin was 6.1% in 2019, 7.9% in 2020 and 13.6% during the first quarter of this year.Wells Fargo analyst Colin Langan expects Ford to reaffirm its long-term margins at the event, and mostly focus on the \"future mobility themes\" such as electric and autonomous vehicles and data monetization.Bronco EV?Following the successful debuts of theFord Mustang Mach-Ecrossover and F-150 Lightning, investors want to know what's next for Ford's electric vehicles.Ford is viewed as trailing Tesla as well as GM when it comes to battery supply, it's future EV lineup and overall plans.\"Key to Ford's future stock performance will be convincing investors the automaker can emerge a relevant player in EVs,\" said Deutsche Bank analyst Emmanuel Rosner in a note.Farley has said the company plans to electrify its most iconic nameplates, leading some such as RBC's Spak to question whether the company will offer an electric version of itsupcoming Bronco SUV.Ford is launching the 2021 Bronco with more than 200 factory-backed aftermarket accessories for more capability and personalization.Source: Ford\"Our strategy is very simple. We are not going to electrify every vehicle in every segment. We are going to focus on where we are outstanding,\" Farley said earlier this month during the automaker's annual shareholder meeting. \"We're going to electrify our most iconic vehicles.\"In February, Ford announced plans to increase its investment in electric vehiclesto $22 billion through2025. That included $10.5 billion in new investments and $7 billion it previously spent since 2016.Analysts also want to know an expected sales target from Ford for EVs. GM has said it plans to sell 1 million EVs annually by 2025 under a$27 billion planin electric and autonomous vehicles through 2025. That includes launching 30 new EVs globally by then.Ford last week answered analysts' questions on whether the automaker would make its own battery cells by announcingplans for a joint venturewith South Korean battery maker SK Innovation.AVsAs part of its increased investment in EVs, Ford announced it would spend $7 billion in self-driving vehicles through 2025, up from $4 billion from 2018 through 2023. That includes investments inArgo AI,a jointly owned autonomous vehicle unit with Volkswagen.A detailed update ahead of an expected commercial launch of Argo's business next year would be viewed as positive for Wall Street.Lidar offers ultra-high resolution perception, providing the photorealistic imaging required to identify small objects for safe operation on complex city streets.VW\"Our impression is that Argo is making significant progress. A detailed update — including with respect to the go-to-market strategies — could further underscore Ford's position to capture future installed-base economics,\" Citi's Michaeli said.Argo is testing its self-driving technology in six U.S. cities using Ford vehicles. The company earlier this month unveiledits own lidar,which many believe is the key technology to commercializing autonomous vehicles.DataMany of Farley's promises have revolved around connectivity and data monetization, including its industry-leading fleet and commercial business.During the company's first-quarter earnings call last month, Farley said the company was \"only scratching the surface of our customers benefiting from our fully connected vehicles.\"Most recently, Ford said it expects to produce33 million connected vehiclescapable of significant remote, or over-the-air, updates by 2028. On Monday, it also detailed its plans to monetize fleet data for customers with the F-150 Lightning.Wells Fargo's Langan said while Ford has made several announcements in the weeks leading up to the capital markets day, it remains \"optimistic the event will still positively surprise, possibly on the Big Data front which has received less investor focus.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/138269598"}