Opinions
Brian Huen
TRW Automotive Holdings
TRW-N
TOP PICK
Jan 22, 2014
$77.630
Stock price when the opinion was issued
Consumer Products
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COMMENT
Auto-parts is pretty much a long-term growth business. Attractive area to be in and historically pretty highly correlated with a housing recovery. At the same time you have emerging-market growth. This company has active and passive safety margin products and has a pretty good reputation with decent margins. His preference would be Delphi Automotive (DLPH-N) which has a presence in active safety such as electronic scanning radar for lane departure warning systems, which is still a high margin business.
Consumer Products
Air bags. Leading auto parts company. Used to struggle with too much debt and not much growth and both of those have reversed. A way to get access to Europe. Expects a multiple re-rating and growth.