Delphi Technologies

DLPH-N

NYSE:DLPH

10.19
0.36 (3.37%)
Delphi Automotive PLC is an automotive parts manufacturing company headquartered in Gillingham, Kent, UK. It is one of the world's largest automotive parts manufacturers and has approximately 161,000 employees.
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Analysis and Opinions about DLPH-N

Signal
Opinion
Expert
COMMENT
COMMENT
March 14, 2019
It involves making internal combustion engines as efficient as possible. There has not been as much urgency for companies to implement their components into their cars. There is also the leapfrog effect as we go to electrification of autos. He sees no reason to sell. Long term we need regulations ramping up again to require their components integrated into autos. Electrification could be a risk to this company.
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It involves making internal combustion engines as efficient as possible. There has not been as much urgency for companies to implement their components into their cars. There is also the leapfrog effect as we go to electrification of autos. He sees no reason to sell. Long term we need regulations ramping up again to require their components integrated into autos. Electrification could be a risk to this company.
Tim Nash

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Price
$18.260
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 9, 2018

(Past Top Pick on Feb. 15, 2018, Down 4.5%) Good report today and enjoyed a pop. It's a misunderstood story Delphi split into two companies; this one is their powertrain unit where there are good growth drivers. Now, there's just noise in the stock. Be patient.

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(Past Top Pick on Feb. 15, 2018, Down 4.5%) Good report today and enjoyed a pop. It's a misunderstood story Delphi split into two companies; this one is their powertrain unit where there are good growth drivers. Now, there's just noise in the stock. Be patient.

TOP PICK
TOP PICK
May 9, 2018

It had a great report today. Strong secural growth drivers in reducing emissions for carmakers and the move to e-cars. Messy now with the recent spin-out, but they will do well in the next few years (Analysts' price target $60.13)

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It had a great report today. Strong secural growth drivers in reducing emissions for carmakers and the move to e-cars. Messy now with the recent spin-out, but they will do well in the next few years (Analysts' price target $60.13)

TOP PICK
TOP PICK
February 15, 2018

Spun out recently. They do power train parts. Electrification is an opportunity for them. Trades at a really low multiple despite having strong growth prospects ahead of it. (Analysts’ price target is $61.25)

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Spun out recently. They do power train parts. Electrification is an opportunity for them. Trades at a really low multiple despite having strong growth prospects ahead of it. (Analysts’ price target is $61.25)

TOP PICK
TOP PICK
January 24, 2018

This has technology that optimizes the powertrain. That’s important, because you have all these regulations that come out on vehicle emissions globally, and thinks this one is being grouped in with the North American peak auto fears, but most of their revenue is from outside of North America, and they have powerful tailwinds from regulatory standards coming out. Also, they make about 5X more on electric vehicles. (Analysts' price target is $60.)

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This has technology that optimizes the powertrain. That’s important, because you have all these regulations that come out on vehicle emissions globally, and thinks this one is being grouped in with the North American peak auto fears, but most of their revenue is from outside of North America, and they have powerful tailwinds from regulatory standards coming out. Also, they make about 5X more on electric vehicles. (Analysts' price target is $60.)

BUY
BUY
June 28, 2013

Great management team and great prospects. Auto-parts is pretty much a long-term growth business. Attractive area to be in. Historically is pretty highly correlated with housing recovery. At the same time you have emerging-market growth. This company is involved in 3 key areas including 1) fuel efficiency 2) electronic architecture in cars and 3) active safety such as electronic scanning radar for lane departure warning systems, which is still a high margin business. Trades at the discount to the sector because of a pretty ugly history.

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Great management team and great prospects. Auto-parts is pretty much a long-term growth business. Attractive area to be in. Historically is pretty highly correlated with housing recovery. At the same time you have emerging-market growth. This company is involved in 3 key areas including 1) fuel efficiency 2) electronic architecture in cars and 3) active safety such as electronic scanning radar for lane departure warning systems, which is still a high margin business. Trades at the discount to the sector because of a pretty ugly history.

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