Michael G. Rhodes to Become Ally Financial's Next CEO
⬇ $Ally Financial(ALLY)$ - After the close on Wednesday, Ally Financial (ALLY) announced Michael G. Rhodes will be the new chief executive officer (CEO) and board member... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/michael-g-rhodes-to-become-ally-financial-s-next-ceo?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Ally Financial (ALLY):- https://www.smartkarma.com/entities/ally-financial-inc?utm_source=tiger_community
⬇ $Ally Financial(ALLY)$ - Ally Financial is about to release its Q2 2023 earnings tomorrow as tightening within the auto loans market continues. The deposit mix will be a key area to watch Continue reading on Smartkarma:- https://www.smartkarma.com/insights/ally-financial-earnings-3-areas-to-focus-on?utm_source=tiger_community By Vladimir Dimitrov, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vladimir-dimitrov-cfa?utm_source=tiger_community On Ally Financial (ALLY):- https://www.smartkarma.com/entities/ally-financial-inc?utm_source=tiger_community
Ally Financial: Comparisons To The Recently Failed Banks Are Inappropriate
⬇ $Ally Financial(ALLY)$ - Ally Financial has emerged as a potential target after the recent events in the banking sector. There are certain macroeconomic risks involved... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/ally-financial-comparisons-to-the-recently-failed-banks-are-inappropriate?utm_source=tiger_community By Vladimir Dimitrov, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vladimir-dimitrov-cfa?utm_source=tiger_community On Ally Financial (ALLY):- https://www.smartkarma.com/entities/ally-financial-inc?utm_source=tiger_community
美元依旧强势,大盘还是看汇率脸色。财报没什么意外,跟CPI统计方向依旧保持一致。英国首相离职,日元1990年以来首次跌破150美元都让美元再度强势,112可能还要持续,两年期美债也达到了4.6的新高度。特斯拉弱势很符合CPI对于汽车的消费的统计。昨天美国最大汽车贷款公司Ally表示,新增贷款购买汽车人数低于预期。汽车行业今年一直与几个问题斗争,包括供应链短缺,原材料成本上升。Q3财报季开始后几家汽车公司都先后拉响警报,福特说通胀导致成本飙升,紧随其后的是CarMax的利润大幅下滑,该公司表示,随着利率不断上升和消费者信心低迷,潜在买家的买车能力已成为一项挑战。财报还是CPI是只能选一的取舍问题,财报好反应CPI差,就像乐事公司;反之财报差则表明CPI见顶好转。以下汽车相关公司可以考虑逢高做空或者回避:LAD AN CVNA KMX PAG VRM ALLY F GM另一大维持CPI的服务项目房租也有望见顶(虽然根据统计计算将在明年体现)昨天美国公布新屋开工数据下降,导致建筑板块大跌,跌幅最大股票有:LGIH, GRBK,TMHC,MTH,PHM同时分析师下调了对HD和LOW的评级。零售依然需要回避,或者做空。根据瑞银统计零售商库存处于疫情后的最高水平。不过唯一例外的就是折扣商,比如TJX,在上个季度的电话会上他们的财务官表示“将拥有一段时间以来最好的品牌商品。”