Andrew Stolz
JANUARY 13, 2022
Download the full report as a PDF. EBIT margin is likely to expand significantly through better cost control. We see an EBIT margin around 15% as a maximum for this Ralph Lauren. Download the full report as a PDF. Strong profitability but low growth in a competitive industry. Price signal might turn bearish soon.
Andrew Stolz
JANUARY 16, 2022
Download the full report as a PDF. EBIT margin expansion in 22E probably only short-lived. Going forward, we see the EBIT margin to range between 7-8%. Download the full report as a PDF. Highlights: Strategic partnerships to escape growth stagnation. Activist investors increase pressure after poor performance.
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Andrew Stolz
JANUARY 12, 2022
Download the full report as a PDF. If it can maintain a 6-7% EBIT margin it changes the market’s assessment of the company. If it can maintain a 6-7% EBIT margin, then this could be a catalyst for share price performance. Download the full report as a PDF. Hyundai sees the future in hydrogen, unlike other carmakers.
Andrew Stolz
NOVEMBER 21, 2021
Download the full report as a PDF. Competitors like VW and GM only achieve EBIT margin between 5 and 7%. Download the full report as a PDF. Do you own Toyota? Highlights: EV skepticism could become costly in woke environment. Demand rebound makes up for lost production. Ongoing share repurchase program keeps returns alive.
Andrew Stolz
JANUARY 17, 2022
Download the full report as a PDF. EBIT margin expansion in 21E likely to stay. Download the full report as a PDF. Value play with strong dividend growth potential. Highlights: Acquisition in China to ride demand wave. Consistent value addition through strong profitability. Ratios – Volvo. Free cash flow – Volvo.
Andrew Stolz
JANUARY 19, 2022
Download the full report as a PDF. 4-5 years from now, this segment could contribute GPB100m, equaling around 15-20% of overall EBIT. Download the full report as a PDF. Highlights: Cash injection to avert another takeover attempt. Rival price cutting puts strong pressure on margin. One-stop solution provides scalable synergies.
Andrew Stolz
FEBRUARY 7, 2022
Download the full report as a PDF. EBIT margin on a slightly lower level given an increase of low-cost manufacturers. Download the full report as a PDF. Highlights: End markets mature, no opportunities to grow. Lack of investments translate into zero revenue growth. Massive dividend yield secured by strong cash generation.
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