$Ford(F)$ _老虎社区_美港股上老虎

2021-10-27

$Ford(F)$ Investors bailing out before earnings release tomorrow. They will manage to meet expectations, but it won’t be through manufacturing reliable vehicles. They will use 1) increased residual values at Ford Credit, and 2) increase in value if investment in Rivian (after Rivian removed Ford from their Board of Directors). But maybe they will explain how they will compete in the EV space against Tesla’s 100,000 vehicle orders from Hertz and former Ford CEO Mark Fields. Tomorrow’s earnings call should be entertaining.

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