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F

Ford

$11.01

(0.00%)

09:23
03/20/18
03/20
09:23
03/20/18
09:23

Ford South Africa: Focus vehicles could suffer clutch pressure plate fracture

Ford Motor South Africa said that it has learned that certain derivatives of Focus; Kuga; and Transit Connect and Tourneo Connect with manual gearboxes could suffer a clutch pressure plate fracture, with the risk of fire. Ford commented that "Safety is always a top priority and we are acting quickly to address this issue. Ford is also working on a software calibration remedy that will detect excessive clutch slippage and warn the driver to take the vehicle to their preferred Ford dealer. When the software becomes available, Ford will notify customers. The software is anticipated to be available beginning in May. We want to reassure our customers that the affected vehicles remain safe to drive."

F Ford
$11.01

(0.00%)

03/13/18
MSCO
03/13/18
NO CHANGE
MSCO
Morgan Stanley compares automakers to Facebook, Apple in 'Auto 2.0' model
Morgan Stanley analyst Adam Jonas noted that auto companies' valuations have compressed to extremely low levels, but he believes that a move from a vehicle ownership model to a transportation subscriber model could expand the revenue opportunities for the potential "tollkeepers" for the monetization of content and data by "nearly an order of magnitude." Looking at U.S. technology leaders Facebook (FB) and Apple (AAPL), which are both valued on their installed base/subscriber models, can "offer valuable clues" regarding the opportunity for General Motors (GM) and other auto OEMs, said Jonas. Viewing the OEMs though the lens of a subscription model, which should be less cyclical and potentially less capital intensive over time than the current auto model, is relevant to analyzing auto stocks, according to Jonas, who adds that it is still too early to call a winner or loser in "Auto 2.0." Other publicly traded legacy automakers include Fiat Chrysler (FCAU), Ford (F), Honda (HMC), Nissan (NSANY), Toyota (TM), Volkswagen (VLKAY) and Daimler (DDAIF).
03/14/18
MSCO
03/14/18
NO CHANGE
MSCO
Morgan Stanley raises U.S. auto sales forecasts through 2021
Morgan Stanley analyst Adam Jonas raised his U.S. seasonally adjusted annual rate, or SAAR, forecast for automakers by an average of 850,000 units from 2018 through 2021, which represents slightly more than a 5% increase from his prior forecast. However, his average U.S. SAAR forecast is still well below last year's 17.3M units and 8% under the cyclical high of 17.6M units in 2016. Jonas points to U.S. tax reform and "relatively stable" recent trends in auto sales and credit as reasons for the hike, noting that while infrastructure action from the federal government could be a material positive, it is not explicitly in his new forecast. Adding that the higher view has a net positive impact on estimates and price targets for exposed auto Original Equipment Manufacturers, or OEMs, and suppliers, Jonas raised his price targets on General Motors (GM), Asbury Automotive (ABG), AutoNation (AN), Group 1 Automotive (GPI), Lithia Motors (LAD), Penske Automotive (PAH), Sonic Automotive (SAH) and Ford (F). He also double upgraded Ford, to Overweight from Underweight, this morning.
03/14/18
03/14/18
UPGRADE
Target $15

Overweight
Morgan Stanley double upgrades Ford, says estimates may have bottomed
As previously reported, Morgan Stanley analyst Adam Jonas upgraded Ford to Overweight from Underweight, where he has had his rating since 2014. Sentiment on Ford has reached a cyclical low, and Jonas said this has taken valuation to attractive levels, estimating that the F-150 franchise alone may be worth more than 150% of the company's total current enterprise value. While noting that Ford still has "a lot of room" to improve its performance compared to peers, Jonas raised his underlying earnings forecasts "by the greatest amount in nearly five years" and noted that he thinks estimates may have bottomed. The analyst, who also raised his U.S. SAAR forecast in a separate note to investors this morning by an average of 850,000 units from 2018 through 2021, increased his price target on Ford shares to $15 from $10.
03/14/18
03/14/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Ford (F) double upgraded to Overweight from Underweight, with analyst Adam Jonas saying sentiment on Ford has reached a cyclical low and this has taken valuation to attractive levels, estimating that the F-150 franchise alone may be worth more than 150% of the company's total current enterprise value. 2. Sabra Health Care (SBRA) upgraded to Buy from Neutral at Mizuho with analyst Richard Anderson citing "deeply" discounted valuation and a possible near-term catalyst from its Genesis sales. 3. Oceaneering (OII) upgraded to Hold from Underperform at Jefferies with analyst Eduardo Royes saying he no longer sees ample downside to medium-term estimates. 4. RH (RH) upgraded to Outperform from Market Perform at Raymond James with analyst Budd Bugatch saying he believes the company's "sizable" business transformation is behind it and the share decline year-to-date provides attractive risk/reward. 5. BHP Billiton (BHP) upgraded to Neutral from Sell at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

INTL

INTL FCStone

$40.63

0.86 (2.16%)

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GOOG

Alphabet

$1,266.84

17.88 (1.43%)

, GOOGL

Alphabet Class A

$1,271.95

18.01 (1.44%)

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GOOG

Alphabet

$1,266.84

17.88 (1.43%)

GOOGL

Alphabet Class A

$1,271.95

18.01 (1.44%)

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IRBT

iRobot

$131.30

2.59 (2.01%)

15:34
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Options
iRobot options imply 18.0% move in share price post-earnings, above median historical move »

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GT

Goodyear Tire

$20.02

-0.31 (-1.52%)

15:25
04/23/19
04/23
15:25
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15:25
Options
Goodyear Tire call volume above normal and directionally bullish »

Bullish option flow…

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15:20
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General news
U.S. Treasury Market Summary »

U.S. Treasury Market…

TXN

Texas Instruments

$116.26

1.32 (1.15%)

15:19
04/23/19
04/23
15:19
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15:19
Options
Texas Instruments options imply 6.2% move in share price post-earnings, above median historical move »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

15:17
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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

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15:16
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Technical Analysis
NYSE market internals summary »

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EBAY

eBay

$36.71

0.555 (1.54%)

15:04
04/23/19
04/23
15:04
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15:04
Options
EBay options imply 9.6% move in share price post-earnings, above median historical move »

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SFTBF

SoftBank

$0.00

(0.00%)

, WCAGY

Wirecard

$0.00

(0.00%)

14:54
04/23/19
04/23
14:54
04/23/19
14:54
Periodicals
Breaking Periodicals news story on SoftBank, Wirecard »

SoftBank said to weigh…

SFTBF

SoftBank

$0.00

(0.00%)

WCAGY

Wirecard

$0.00

(0.00%)

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SNAP

Snap

$11.98

0.45 (3.90%)

14:49
04/23/19
04/23
14:49
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14:49
Options
Snap Inc. options imply 24.0% move in share price post-earnings, above median historical move »

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  • 23

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ADSK

Autodesk

$175.89

3.7 (2.15%)

14:45
04/23/19
04/23
14:45
04/23/19
14:45
Options
Autodesk call volume above normal and directionally bullish »

Bullish option flow…

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TWTR

Twitter

$39.78

5.39 (15.67%)

14:45
04/23/19
04/23
14:45
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14:45
Upgrade
Twitter rating change at Cowen »

Twitter upgraded to…

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  • 23

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DB

Deutsche Bank

$8.59

-0.165 (-1.88%)

, CRZBY

Commerzbank

$0.00

(0.00%)

14:40
04/23/19
04/23
14:40
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14:40
Periodicals
Deutsche Bank weighs creating 'bad bank,' WSJ reports »

Deutsche Bank (DB)…

DB

Deutsche Bank

$8.59

-0.165 (-1.88%)

CRZBY

Commerzbank

$0.00

(0.00%)

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NWL

Newell Brands

$14.28

-0.12 (-0.83%)

14:35
04/23/19
04/23
14:35
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14:35
Options
Newell Brands put volume heavy and directionally bearish »

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ALGN

Align Technology

$298.21

7.43 (2.56%)

14:21
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Hot Stocks
Align Technology short report posted to Tilson's Empire Financial Research site »

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PYPL

PayPal

$107.00

0.22 (0.21%)

14:20
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Options
Call writing in Paypal ahead of earnings »

Call writing in Paypal…

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
04/23/19
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Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
04/23/19
04/23
14:16
04/23/19
14:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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HOG

Harley-Davidson

$39.54

-0.17 (-0.43%)

14:12
04/23/19
04/23
14:12
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14:12
On The Fly
Trump Effect: Harley points to tariff impact as Trump vows to 'reciprocate' »

Shares of Harley-Davidson…

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  • 23

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AG

First Majestic

$5.99

0.105 (1.78%)

14:05
04/23/19
04/23
14:05
04/23/19
14:05
Options
First Majestic call volume above normal and directionally bullish »

Bullish option flow…

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F

Ford

$9.45

0.105 (1.12%)

, AMZN

Amazon.com

$1,926.80

38.7 (2.05%)

14:02
04/23/19
04/23
14:02
04/23/19
14:02
Hot Stocks
Ford, Autonomic announce multi-year, global agreement with Amazon Web Services »

Ford Motor (F) and…

F

Ford

$9.45

0.105 (1.12%)

AMZN

Amazon.com

$1,926.80

38.7 (2.05%)

03/08/13
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F

Ford

$9.46

0.115 (1.23%)

, AMZN

Amazon.com

$1,926.53

38.43 (2.04%)

14:01
04/23/19
04/23
14:01
04/23/19
14:01
Hot Stocks
Breaking Hot Stocks news story on Ford, Amazon.com »

Ford, Autonomic announce…

F

Ford

$9.46

0.115 (1.23%)

AMZN

Amazon.com

$1,926.53

38.43 (2.04%)

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TWTR

Twitter

$39.82

5.43 (15.79%)

13:59
04/23/19
04/23
13:59
04/23/19
13:59
Recommendations
Twitter analyst commentary at Baird »

Twitter price target…

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ADNT

Adient

$25.11

-0.43 (-1.68%)

13:55
04/23/19
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13:55
Options
Adient put volume heavy and directionally bearish »

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