$stla StellantisNV.
+ YTD pricing power (will it continue in 2H?). High FCF
+ relatively slow EV rampup plans vs. comp (later margin dilution)
+ limited exposure to China vs. comp
+ lower breakeven vs. comp
– reliance on large vehicles (SUVs) in times of sky rocket oil prices
– deterioration of the auto demand in europe.
Cem'in Gezegeni 