Ryan Brinkman - JPMorgan Chase & Co.
Last quote by Ryan Brinkman
Ryan Brinkman has been quoted 10 times. The one recent article where Ryan Brinkman has been quoted is Dip in Tesla's customer deposits triggers worries over orders. Most recently, Ryan Brinkman was quoted as having said, “We continue to be cautious relative to the potential for a slower-than-guided start to Model 3 assembly, and newly believe that the potential for Model 3 pre-orders cancellations may increasingly become a point of investor concern.”.
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Quotes by Ryan Brinkman
May 04 2017
We continue to be cautious relative to the potential for a slower-than-guided start to Model 3 assembly, and newly believe that the potential for Model 3 pre-orders cancellations may increasingly become a point of investor concern.feedback
Mar 07 2017
While the transaction is not expected to close until late 2017, we estimate GM is likely to begin to account for Europe as a discontinued operation as soon as 1Q [first quarter]. Excluding our forecasted GM Europe losses, then, will have an immediate positive impact on earnings.feedback
Feb 08 2017
Essentially, the quarter was neither here nor there, in stark contrast to the share price reaction, and we believe GM remains well positioned to grow EPS in 2017, contrary to consensus; as such, we reiterate our overweight rating and recommend taking advantage of the pullback in GM shares by adding to positions. We believe GM EPS has not peaked and continue to forecast stronger results in 2017 vs. 2016.feedback
Jan 10 2017
CES has become increasingly automotive-centric in recent years, particularly as relates to autonomous driving.feedback
Oct 27 2016
In all, while 3Q was a better quarter, we would characterize it as only modestly better.feedback
Oct 27 2016
We feel the difference clearly relates more to the change in accounting than it does to [average selling prices].feedback
Oct 27 2016
A good quarter – but not as good as it looks; We remain cautious [on Tesla]. Tesla reported 3Q16 earnings yesterday that at first glance appear to represent a very strong beat to consensus and JPM estimates across all metrics. However, we see one reason why the 3Q16 earnings report is not as good as it looks, and another reason why it might not be as good as it looks.feedback
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