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Ford Motor Company (F)

  • Thu, Jan. 8, 8:38 AM
    • Ford Motor (NYSE:F) declares $0.15/share quarterly dividend, 20.0% increase from prior dividend of $0.125.
    • Forward yield 3.99%
    • Payable March 2; for shareholders of record Jan 30; ex-div Jan 28.
  • Thu, Jan. 8, 7:52 AM
    • Ford (NYSE:F) reports sales in China rose 19% to 1.114M vehicles in 2014.
    • The automaker sold 107K vehicles in the region during December to mark a return to double-digit growth after October and November were slow.
    • JV partner Changan Ford saw passenger car sales rise 18% during the year, while sales of commercial vehicles from Jiangling Motors were up 20%.
  • Wed, Jan. 7, 8:02 PM
    • Sales of electric vehicles in the U.S. rose 23%  to 119.7K in 2014, according to a summary from
    • December was the peak month of the year with EV sales of 12,784 units.
    • 2014 EV sales by model (estimated): Nissan Leaf 30.2K, Chevrolet Volt 18.8K, Tesla Model S 17.3K, Toyota Prius 13.2K, Ford Fusion Energi 11.55K, Ford C-Max Energi 8.4K, BMW i3 6.09K, Smart ED 2.59K, Ford Focus Electric 1.96K, Fiat 500e 1.79K, Cadillac ELR 1.31K, Toyota RAV4 1.18K.
    • Plug-in entries from Porsche, Honda, Kia, Volkswagen, and Mitsubishi all recorded sales of less than a thousand for the year.
  • Wed, Jan. 7, 1:03 PM
    • Ford (F +3%) names Mark LaNeve as its new top exec for sales and marketing in the U.S. to replace the retiring John Felice.
    • LaNeve used to be the head of sales at cross-town rival GM.
    • Ford CEO Mark Fields has been active in setting his own management team in place over the last 6 months.
  • Tue, Jan. 6, 8:20 AM
    • The spinoff of Ferrari could give Fiat Chrysler Automobiles (NYSE:FCAU) enough breathing room to seek a merger partner, according to auto industry analysts.
    • The rising cost of developing clean cars in Europe and the U.S. sets the stage for automakers to join forces through mergers and extended partnerships.
    • "Eventually it must happen," notes FCA chief Sergio Marchionne on the topic of mega-mergers.
    • No company is too big to be ruled out of the merger discussions due to the benefits of scaling investment costs and matching strengths/weaknesses in Europe, Latin America, China, and the U.S, note insiders.
  • Tue, Jan. 6, 2:03 AM
    • Hoping to spur wider use of hydrogen to power vehicles, Toyota (NYSE:TM) says it will share its 5,700 patents related to hydrogen fuel-cells with other carmakers without charging a royalty fee.
    • The move rivals Elon Musk's decision last June to freely license Tesla’s electric-car patents to other automakers to help advance the development of electric-powered vehicles.
    • Toyota is aiming to produce a small number of $57,500 hydrogen-fueled Mirai vehicles this year which will be available globally.
    • Other automakers engaged in fuel-cell development programs: HMC, GM, OTCPK:NSANY, F, OTCPK:DDAIF
  • Mon, Jan. 5, 12:34 PM
    • The average transaction price paid for a vehicles in the U.S. during December rose 1.9% Y/Y and 1.1% M/M to $33,168, according to an estimate from TrueCar.
    • ATP changes (Y/Y): Hyundai (OTC:HYMLF) +9.4%, Subaru (OTCPK:FUJHY) +4.3%, Volkswagen (OTCQX:VLKAY) +3.7%, Nissan (OTCPK:NSANY) +2.7%, General Motors (NYSE:GM) +2.4%, Ford (NYSE:F) +2.2%, Fiat Chrysler Automobiles (NYSE:FCAU) +1.9%, Kia +1.7%, Honda (NYSE:HMC) +1.2%, Toyota (NYSE:TM) -1.3%.
    • Incentive spending as a percentage of ATP was up 8.7% in December vs. +8.8% in November and +8.4% a year ago. The Big Three Detroit automakers were on the higher end, while Subaru and Toyota were the tightest of the bunch.
    • Previous on U.S. auto sales: Fiat Chrysler Automobiles, Ford, General Motors, Toyota
  • Mon, Jan. 5, 9:45 AM
    • Ford (F -3.2%) reports truck sales rose 4.0% in December, while volume for both cars and utilities fell off.
    • Sales growth by brand: Ford +0.4% to 210.981; Lincoln +21.4% to 9,690.
    • Sales growth by model: Ford Focus -4.4% to 14,883; Ford Fusion -5.1% to 23,166; Ford Mustang +66.1% to 9,511; Ford F-Series -0.3% to 74,355; Ford Explorer +6.2% to 16,632; Lincoln Navigator +90.2% to 1,792, Lincoln MKC (new) 2,310.
    • Ford ended the year as the best-selling brand in the U.S. for the 5th consecutive year.
    • Previously: Ford December U.S. sales
  • Mon, Jan. 5, 9:35 AM
    • Ford (NYSE:F) unit sales +1.3% to 220,671 vs. +2.8% consensus estimate.
    • Preparations for the 2015 F-150 launch were a factor in the automaker's production run during the month.
    • Shares of Ford are down 2.5% with an early downgrade from Citigroup to Neutral also setting the tone.
  • Thu, Jan. 1, 3:41 AM
    • More than 60M vehicles were recalled in the U.S. in 2014, totaling an average of about two announcements a day and affecting the equivalent of one in five vehicles on the road.
    • GM's (NYSE:GM) defective ignition switch, Honda's (NYSE:HMC) Takata (OTCPK:TKTDY) air bag crisis and Fiat Chrysler's (NYSE:FCAU) flammable gas tanks led the group, doubling the previous U.S. annual recall record set in 2004.
  • Dec. 31, 2014, 2:54 PM
  • Dec. 31, 2014, 9:04 AM
  • Dec. 23, 2014, 2:03 PM
    • U.S. sales for Ford (NYSE:F) in December are expected to increase 3.9% to 225K, according to Kelley Blue Book.
    • Ford December market share -90 bps to 15.1%.
    • Demand is viewed as muted ahead of the 2015 F-150 launch.
    • Full KBB forecast
  • Dec. 22, 2014, 10:49 AM
  • Dec. 22, 2014, 9:27 AM
    • A tense period of negotiations between the UAW and the Detroit Three (GM, F, FCAU) automakers is expected to build in advance of the expiration of current labor contracts in September of 2015.
    • The labor group is looking to close a large gap between hourly wages for automobile industry entry-level workers and legacy employees.
    • What to watch: There will be a thin line for the UAW in pushing for its increases without giving Japanese automakers OTCPK:NSANY, TM, HMC, OTCPK:MZDAY, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:MMTOF an edge over the Detroit Three.
  • Dec. 19, 2014, 5:58 PM
    • Consumer spending in several areas is likely to benefit from lower pump prices, but J.P. Morgan's Ryan Brinkman thinks the auto industry may benefit more than most from consumers having more money to spend on all things apart from fuel.
    • The analyst sees Goodyear Tire (NASDAQ:GT), American Axle (NYSE:AXL), GM and Ford (NYSE:F) - in that order - as best positioned to benefit, followed by suppliers with material exposure to full-size trucks and SUVs that is not as great as AXL, including Tenneco (NYSE:TEN), Lear (NYSE:LEA) and Tower International (NYSE:TOWR).
    • Tesla (NASDAQ:TSLA) is an exception, however, as Brinkman sees a potential reduction in the terminal value of cash flows on his reduced outlook for Model 3 vehicles if fuel prices remain low longer-term.
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Company Description
Ford Motor Co is engaged in automobile manufacturing business. It produces cars and trucks. Its business is divided into two segments: Automotive and Financial Services.