The Financial Outlook for Personal Investors: Tesla and Dowlais Group

  • Home
  • /
  • Podcasts
  • /
  • The Financial Outlook for Personal Investors: Tesla and Dowlais Group - 13 Nov 24
Simon Rose

The Financial Outlook for Personal Investors: Tesla and Dowlais Group

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Tesla and Dowlais Group
Neil Shah of Edison Group says that since the Trump victory, Tesla's shares have added $300 billion. The market is betting that US policy will be supportive of Elon Musk and his company, which could benefit from a more protectionist approach. Although the fundamentals are challenging (the PE is 90-100), it relatively cheap compared to some AI stocks. In the UK, shares in Dowlais Group (spun out of GKN) rose on their trading update. As well as metallurgy, they are in the automotive components business and benefit from EVs as well as old-style vehicles. The forward PE is only 5 or so and the company should come increasingly into focus.
Guest:

Neil Shah

Published:

Listen
View all podcasts

© 2024 Share Radio: as from Friday 5th May 2017 when Share Radio went 100% online, the station, together with its sister channel Share Music, operate as part of Share Premium Ltd, which is registered in England, no. 10446463 VAT Regn. 267624772. 

Web Design Agency - Zebedee