BorgWarner to buy Delphi Technologies in $3.3 billion auto p

81229 tommycarstensen 28/1 2020 20:23

Saa er der lidt roere i bil-komponent-andedammen! $BWA koeber $DLPH. Jeg har begge aktier og derudover $TEN, $ADNT og $GNTX i denne bil-komponent-kurv. Mange af disse i stoerre og mindre grad gaeld-satte virksomheder er pris-sat meget lavt. Jeg har skrevet et kort indlaeg paa min blog:
BorgWarner to Acquire Delphi Technologies in All-Stock Transaction to Strengthen Propulsion Systems Leadership
https://blog.midgardfinance.com/2020/01/28/borgwarner..

BorgWarner to buy Delphi Technologies in $3.3 billion auto parts deal
https://www.reuters.com/article/us-delphi-techno-m-a-..
BorgWarner Inc (BWA.N) on Tuesday agreed to buy UK-based Delphi Technologies Plc (DLPH.N) in a $3.3 billion deal, as the U.S. auto parts maker positions itself to grab more sales in the fast-growing market for hybrid and electric vehicles.

Lidt urelateret, saa faldt jeg over et indlaeg om truck-selskabet Paccar ($PCAR). Jeg synes, at forfatteren overser overgangen til EV.
Paccar Inc.: Featured Stock In January's Exec Comp And ROIC Model Portfolio
https://seekingalpha.com/article/4319363-paccar-inc-f..

Powertrain suppliers get electric
https://www.automotivemanufacturingsolutions.com/powe..

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81229 BorgWarner to buy Delphi Technologies in $3.3 billion auto p
28/1 20:23 tommycarstensen 2