Vera Tikhonova
Ford Motor Company (NYSE:F), one of the very few auto stocks I own, has disappointed investors yet again this year by losing 11% of its market value so far. Last July, when Ford stock plummeted following the Q2 earnings report
Ford Is Taking The China Threat Seriously
Summary
- Ford Motor Company has lost 11% of its market value in 2024. Long-term investors, including yours truly, continue to bet on a recovery amid challenging market conditions.
- Chinese EV makers, led by BYD Company, are expanding aggressively in global markets with high-tech, cost-effective vehicles, challenging Ford's competitive edge.
- Ford's strategic plan to mitigate this threat includes leveraging government support, forming supply chain partnerships, and launching affordable EV models.
- Ford is taking the China threat seriously, which is a good start. However, now is not the time to double down on Ford stock.
Dilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, with a particular focus on small-cap stocks that are overlooked by Wall Street analysts. He is a CFA Level III candidate and an Associate Member of the Chartered Institute for Securities and Investment (CISI). Dilantha has been featured on CNBC and Bloomberg, and his work has been prominently showcased on Nasdaq, Yahoo Finance, and other leading investment platforms. When not analyzing stocks and writing, Dilantha is involved in private equity transactions, including acquiring and managing businesses.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of F either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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