BorgWarner is undervalued compared to peers, with high beta indicating exaggerated price movements. Its optimistic future and expected earnings growth of 61% are not fully factored into the share price.
$BYD(01211.HK)$$BYD Co.(BYDDF.US)$ BorgWarner Inc. has announced a strategic agreement with FinDreams Battery, a subsidiary of BYD, to manufacture lithium iron phosphate (LFP) battery packs for commercial vehicles. As part of the deal, BYD will supply blade cells to BorgWarner, which will use them to manufacture batteries in Europe and the Americas. The duration of the agreement is eight years. BorgWarner will also get in...
The company's growth is hindered by Hollywood strikes, a weak ad market, and the shift from linear TV to streaming. The release of 'Dune's' second installment is expected to provide a boost.
BorgWarner's recommendation for stockholders to reject the mini-tender offer from TRC Capital Investment Corporation suggests a bearish sentiment towards the offer, as it is below the current market price and comes with numerous conditions.
Despite unusual items impacting BorgWarner's earnings last year, the company's profit is anticipated to improve this quarter. Its earnings potential is deemed to be as good as, if not better than, it appears.
No insider trading of BorgWarner shares in the last quarter and significant selling by insiders over the past year could worry investors. Modest insider ownership suggests reasonable alignment with the company.
Despite BorgWarner's improved fundamentals and recent sell-off, its share drop does not align. This could be a perfect chance for long-term investors seeking value.
The proposed Warner Bros. and Paramount merger bristles with uncertainty due to potential regulation issues and substantial combined debt. Antitrust scrutiny from both political sides may rise with concerns over content leverage. Warner's stocks have dropped over 9% since merger talks were reported.
Investors anticipate limited future growth from BorgWarner, reflected in its lower P/E ratio. The potential slight EPS improvement does not justify a higher P/E. This sentiment might prevent a considerable share price increase soon.
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BorgWarner Inc. has announced a strategic agreement with FinDreams Battery, a subsidiary of BYD, to manufacture lithium iron phosphate (LFP) battery packs for commercial vehicles.
As part of the deal, BYD will supply blade cells to BorgWarner, which will use them to manufacture batteries in Europe and the Americas. The duration of the agreement is eight years.
BorgWarner will also get in...
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