Tata Motors LimitedNYSE
Tata Motors' Potentially Excellent Year Ahead
Fri, Nov. 25, 7:34 AM
- Jaguar Land Rover (NYSE:TTM) plans to invest to increase annual production of electric cars to 1M by 2020.
- The company plans to build test centers and research facilities near its HQ in Coventry.
- Jaguar has a solid partner in the UK government. British business secretary Greg Clark says the government "couldn't be more aligned" with the Jaguar EV targets which include adding 10K jobs in the UK.
- Earlier this week, the UK government pledged an additional £2B a year by 2020 to fund electric vehicle R&D to follow on the £80M investment for electric charging points already promised.
Fri, Nov. 18, 10:39 AM
- Fiat Chrysler Automobiles (NYSE:FCAU) and Amazon (NASDAQ:AMZN) are teaming up to sell cars online, according to Reuters. Consumers will still finalize their car purchases at a dealership.
- The initiative will start off in Italy with the Fiat 500, Fiat Panda and Fiat 500L.
- "The time has arrived to give consumers a new, more efficient and transparent way to choose a new vehicle," says Fiat's top exec in Italy.
- Though the Fiat-Amazon tie-up isn't necessarily groundbreaking, it's still another crack in the dealership model that could have implications down the road.
- Related automobile sector stocks: GM, F, TM, HMC, OTCPK:NSANY, TSLA, OTCPK:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BMWYY, TTM, TSLA, AN, KMX, SONC.
- Previously: Amazon launches automotive research portal, Amazon Vehicles (Aug. 25)
Thu, Nov. 17, 11:14 AM
- Jaguar Land Rover (NYSE:TTM) car registrations +17.8% to 16,799 units in October, according to the European Automobile Manufacturers Association.
- Overall EU registrations -0.02% Y/Y to 1,104,506 units in October on broad gains on mixed results across nations. Registrations were up 9% in Italy and 4% in Spain, but fell almost 6% in Germany and were down 4% in France. YTD registrations are up 7.2% to 12.348502M.
- Jaguar Land Rover market share: 1.5% vs. 1.2% a year ago.
- Jaguar Land Rover YTD registrations +28.5%.
- EAMA release (.pdf)
Wed, Nov. 16, 9:52 AM
- The Los Angeles Auto Show is off and running this week, with technology companies stealing some of the early headlines.
- Samsung (OTC:SSNLF) got the ball rolling with its huge acquisition of Harman (NYSE:HAR), while Amazon dazzled many by showcasing its connected-car Blue Link technology that uses the AI-heavy Alexa in Hyundai cars.
- Ride sharing platforms are on display, led by BMW's Reach Now program which is a potential Uber (Private:UBER) X competitor.
- Edmunds.com may have sent a bit of shock wave through the auto retailer sector by demonstrating its advanced messaging platform that uses Facebook Messenger to help direct buyers to cars.
- Then there is Olli which is the first self-driving vehicle to use IBM (NYSE:IBM) Watson as its brains.
- There are plenty of new models on display at the Staples Center - including the Alfa Romeo Stelvio, Volkswagen e-Golf, Land Rover Discover, Porsche Panamera and Mazda CX-5. The first look at the Jaguar all-electric I-Pace SUV is one of the more talked about introductions.
- The all-electric Chevy Bolt and Tesla Model X mobile design studio will also be making an appearance in LA. Expect some updates on both as the GM vs. Tesla war starts to get ratcheted up.
- Related automobile sector stocks: GM, F, TM, FCAU, HMC, OTCPK:NSANY, TSLA, OTCPK:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BMWYY, TTM, TSLA, AN, KMX, SONC.
Tue, Nov. 15, 5:18 AM
- Jaguar Land Rover (NYSE:TTM) is jumping on the elecrtic SUV bandwagon.
- The company plans to deliver its I-Pace vehicle in 2018, with other luxury carmakers close behind.
- Audi expects to market an electric SUV in 2018, Mercedes-Benz is gearing up to show an electric, midsize SUV in 2019, and BMW aims to offer a battery-powered X3 SUV in 2020.
Mon, Nov. 14, 2:15 PM
- The NHTSA passes a new regulation requiring all new electric and hybrid vehicles to make an audible noise at speeds below 19 mph to help protect blind and visually-impaired pedestrians as well as cyclists.
- Manufacturers have until September 1, 2019, to add the sounds to all new hybrid and EVs.
- Department of Transportation press release
- Related auto stocks: GM, F, TM, FCAU, HMC, OTCPK:NSANY, TSLA, OTCPK:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BMWYY, TTM, TSLA.
Mon, Nov. 14, 10:40 AM
Wed, Nov. 9, 4:32 AM
- The industry has been betting billions of dollars on globalized production and higher fuel efficiency, but Trump has been talking about moves to effectively reshore jobs to the U.S., while calling climate change into question.
- Related stocks: TM -3.9%, F -1.1%, GM -0.4%, FCAU -0.4%, HMC, OTCPK:NSANY, OTCPK:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXF, TTM
Tue, Nov. 8, 8:00 AM
- Credit Suisse upgrades Tata Motors (NYSE:TTM) to an Outperform rating after having the automobile stock set at Neutral.
- The investment firm shifts Tata to its top pick in the Indian auto sector to replace Maruti Suzuki (OTC:MRZUY), which is downgraded to Neutral.
- Tata Motors ADRs are up 33% YTD, while Maruti Suzuki is 23% higher YTD on the Bombay exchange.
Wed, Oct. 19, 11:35 AM
- The focus on Apple's (AAPL -0.2%) influence in the automobile sector has shifted away from straight manufacturing to ways the tech company could integrate software, information systems, or automated driving capabilities into next-gen models.
- The recent developments with Project Titan also raise the stakes on which automakers strike a significant partnership with Apple if the venture makes it past 2017 (the reported AAPL deadline).
- While many auto industry watchers think major automakers won't convert to the Apple ecosystem across their portfolio, high-end "Applefied" models are seen as a realistic possibility.
- "A luxury automobile with 'Apple Inside'? That could be hit, and a profitable one yet," writes Los Angeles Times columnist Michael Hiltzik.
- SA contributor Bret Kenwell also dug into the Project Titan issue earlier this week.
- Related stocks: GM, FCAU, F, TM, HMC, OTCPK:NSANY, OTCPK:VLKAY, OTCPK:BMWYY, OTCPK:DDAIF, TSLA, OTCPK:MZDAY, TSLA, OTC:HYMLF, OTCPK:FUJHY, RACE, TTM, MBLY.
- Previously: Bloomberg: Apple scales down automotive strategy, plans to build car postponed (Oct. 17)
Fri, Oct. 14, 8:15 AM
- Jaguar Land Rover (NYSE:TTM) car registrations +30.9% to 28,557 units in September, according to the European Automobile Manufacturers Association.
- Overall EU + EFTA registrations +7.2% Y/Y to 1,455,810 units in September on broad gains across the continent. Registrations were up 9% in Germany and 17% in Italy.
- Jaguar Land Rover market share: 1.9% vs. 1.6% a year ago.
- Jaguar Land Rover YTD registrations +29.7%.
- EAMA release (.pdf)
Thu, Sep. 15, 8:08 AM
- Jaguar Land Rover (NYSE:TTM) car registrations +22.4% to 8,824 units in August, according to the European Automobile Manufacturers Association.
- Overall EU registrations +10.0% Y/Y to 819,126 units in August, led by strong growth in Italy and Spain. Registrations were up 8% in Germany and 3% in the U.K.
- JLR market share: 1.0% vs. 0.9% a year ago.
- JLR YTD registrations +29.4%.
- Results include the Jaguar and Land Rover brands.
- EAMA release (.pdf)
Wed, Sep. 14, 7:48 AM
- Automobile sales rose 17% in India during August to 258,722 units, according to the Society of Indian Automobile Manufacturers. Sales growth has been in positive territory every month this year, including over 10% in three of the last five months.
- A long stretch of rainfall early in the summer amid the monsoon season pushed some demand into August, observe analysts. Most forecasts call for Indian auto sales this fiscal year to top last year's mark.
- Related stocks: OTCPK:SZKMF, HMC, TTM, OTCPK:BMWYY, OTCPK:VLKAY, OTCPK:NSANY.
Tue, Sep. 6, 1:44 PM
- Tata Motors (TTM +4.9%) announces it received orders for over 5K buses from local and state governments in India.
- The company's says the volume is an 80% increase from last year's level.
- The rush of orders is seen by Tata as a shift by Indian governments in adopting new vehicle technologies, including connected features.
- "Early investments in passenger transportation capabilities and technologies, enables us at Tata Motors to play a leading role in providing fully integrated transport solutions, in one of the world’s largest bus markets," says Tata exec Sandeep Kumar.
- Tata Motors press release
Wed, Aug. 31, 9:30 AM
- Tata Motors (NYSE:TTM) will have to give land back to farmers in India after a ruling from the nation's top court went against the company.
- The ruling from the two judges presiding on the case indicated that the company didn't follow proper procedures in acquiring the land.
- Shares of Tata Motors ADRs hit a 52-week high of $39.99 yesterday,
Fri, Aug. 26, 7:15 AM