Category: Suppliers

Chinese EV battery giant CATL and Guoxin Micro set up new automotive chip firm

Contemporary Amperex Technology (CATL), the world’s largest maker of electric vehicle batteries, has partnered with semiconductor developer Unigroup Guoxin Microelectronics to form a new automotive chip firm in Beijing. CATL-owned Wending Investment, Guoxin Micro subsidiary Tongxin Micro and five affiliates have agreed to establish Tongxin Micro Technology with a registered capital of 300 million yuan… Continue reading Chinese EV battery giant CATL and Guoxin Micro set up new automotive chip firm

Is It Too Late To Consider Buying Lear Corporation (NYSE:LEA)?

Lear Corporation (NYSE:LEA), is not the largest company out there, but it led the NYSE gainers with a relatively large price hike in the past couple of weeks. The company is now trading at yearly-high levels following the recent surge in its share price. As a mid-cap stock with high coverage by analysts, you could… Continue reading Is It Too Late To Consider Buying Lear Corporation (NYSE:LEA)?

Citi Sees Upside in Lear Corporation (LEA) Despite Cyclical Auto Headwinds

We recently compiled a list of the 10 Cheap Stocks With Strong Buy Ratings on Wall Street. Lear Corporation is among the cheap stocks to buy. TheFly reported on December 15 that Citigroup maintained its Buy rating on LEA and raised the price target to $146 from $136, reflecting confidence in the company’s long‑term prospects amid… Continue reading Citi Sees Upside in Lear Corporation (LEA) Despite Cyclical Auto Headwinds

Strong Results Boosted Aptiv PLC (APTV) in Q3

Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities saw strong gains in Q3 2025, driven by solid macroeconomic conditions, rising corporate earnings, fiscal stimulus, and banking deregulation. However, the focus on hypergrowth, cyclical, and… Continue reading Strong Results Boosted Aptiv PLC (APTV) in Q3

Is Eaton Corporation plc (ETN) Leveraging Secular Tailwinds?

TCW funds, an investment management company, released its “TCW Concentrated Large Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their rally in the third quarter, driven by continued optimism around AI investments and positive corporate earnings. Against this backdrop, the fund (I share) returned +4.11%… Continue reading Is Eaton Corporation plc (ETN) Leveraging Secular Tailwinds?

Reassessing Eaton (ETN) Valuation After Its Recent Pullback and Multiyear Rally

Eaton (ETN) has eased off its highs after a sharp multiyear climb, with the stock down about 2 % over the past month and roughly 4 % over the past year. This performance is prompting a fresh look at valuation and growth. See our latest analysis for Eaton. That recent pullback, including an 11.3% 90-day… Continue reading Reassessing Eaton (ETN) Valuation After Its Recent Pullback and Multiyear Rally

Is Eaton’s Valuation Still Justified After Its Huge Multi Year Share Price Surge?

Wondering if Eaton at around $323 a share is still a smart buy or if the big gains are already behind it? This article is going to unpack what the current price really implies about its value. The stock has dipped slightly in the short term, with returns of 2.5% over the last week but… Continue reading Is Eaton’s Valuation Still Justified After Its Huge Multi Year Share Price Surge?

CATL Pushes Global Expansion as China EV Growth Slows

This article first appeared on GuruFocus. CATL’s battery manufacturing scale continues to stand out as global EV demand evolves. At its flagship facility in Ningde, the company operates a largely automated production line capable of producing up to 60 gigawatt-hours of lithium-ion batteries annually, a volume described as sufficient to power roughly 1 million Model… Continue reading CATL Pushes Global Expansion as China EV Growth Slows