BorgWarner to buy Delphi Technologies in $3.3 billion auto p

[tommycarstensen]

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-to-acquire-delphi-technologies-in-all-stock-transaction-to-strengthen-propulsion-systems-leadership/

BorgWarner to buy Delphi Technologies in $3.3 billion auto parts deal
https://www.reuters.com/article/us-delphi-techno-m-a-borgwarner/auto-parts-maker-borgwarner-to-buy-delphi-technologies-in-33-billion-deal-idUSKBN1ZR13H
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-featured-stock-in-januarys-exec-comp-and-roic-model-portfolio

Powertrain suppliers get electric
https://www.automotivemanufacturingsolutions.com/powertrain/powertrain-suppliers-get-electric/37980.article