by Bernardo Garcia Finanzas Personales | 24/03/2025 04:00 AM | TSLA
🚗 Tesla announced the introduction of its Full Self-Driving (FSD) function in China after obtaining the necessary software approval.
✅ This announcement was made through the company's customer service account on We, in response to a report on the suspension of a free trial of the FSD service.
🇨🇳 The suspension of the initial test (March 17 to April 16) aligns with new regulations issued by the Chinese ministry that require regulatory authorization for wireless software updates before their implementation.
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by Bernardo Garcia Finanzas Personales | 24/03/2025 04:00 AM | Blog
🚀 Ant Group has developed AI model training techniques using Chinese-made semiconductors, potentially reducing costs by 20%.
📊 The company achieved results similar to Nvidia's H800 chip using a mixture of experts approach in machine learning.
🇨🇳 Ant Group is increasingly relying on domestic chip alternatives, including those from its affiliate Alibaba and Huawei, for its latest AI models.
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by Bernardo Garcia Finanzas Personales | 23/03/2025 08:00 AM | AAP
🚗 Advance Auto Parts (AAP) is a retailer of automotive parts in the United States that has been affected by supply chain errors and inefficiencies in the store, which has sunk its price.
📉 Unlike its rivals AutoZone and O'Reilly, which have margins close to 20%, AAP is around 1% or less.
📈 The company has a relatively healthy balance sheet, resources to invest in correcting its operating model, and just by slightly improving its margin, approaching the competition, the stock would look very cheap.
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by Bernardo Garcia Finanzas Personales | 23/03/2025 08:00 AM | SNR
✈️ Senior PLC, a British company specializing in components for the aerospace industry, has been significantly affected by Boeing's problems and delays in aircraft production.
💼 A private equity fund made a purchase offer at 176 pence in 2021, and today the stock is trading around a price just 10% below that offer, suggesting that if the turnaround is fulfilled, it could revalue much more.
📈 If Boeing can normalize its 737 Max production, Senior could recover past earnings levels; internal calculations estimated in 2022 that Senior could go from earnings per share of eight pence to more than 20 pence.
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by Bernardo Garcia Finanzas Personales | 23/03/2025 08:00 AM | BAYRY
📉 Bayer's stock has been declining for years, down 60% in the last three, due to obstacles such as the ongoing glyphosate litigation, setbacks in new drug development, and short-term problems in its crop protection division.
🌾 Despite these challenges, Bayer maintains global leadership in agriculture, both in seeds, herbicides, and its pharmaceutical division manages quite relevant products.
💰 The company's enterprise value is less than \$60 billion, with a free cash flow yield of 8%, generating \$4 billion annually, and a P/E ratio of 5, suggesting potential upside if the Roundup litigation is resolved favorably and agricultural demand recovers.
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