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@takis2910
"Brazil new car sales rose by XX% y/y last month. demand for branded 🚗 fell like a 🧱( $GM -XX% $F fell out of Top20 list as Jaecoo steps in). brands 🔺 but marques more than holding their own as $VOW XX% & $RNO XX% y/y. Good RoW value & poor WH diplomacy (♠♥♣♦)"
@takis2910 on X 2025-06-04 09:39:18 UTC 3834 followers, XXX engagements
"US-based truck makers need higher #steel costs like a hole in head as demand grinds lower. Domestic steel makers may struggle to raise prices by XX% prescribed by tariff to overseas competitors. Tempered🚚 $PCAR $VOLV $NUE $CLF $MT" @takis2910 on X 2025-07-16 16:05:37 UTC 3835 followers, XXX engagements
"@AahanPrometheus @hsri07 Agreed. No alpha on either top or bottom line. Margin contraction appears to be unwinding but analysts for $DHI in particular were overly conservative imo" @takis2910 on X 2025-07-24 17:29:20 UTC 3836 followers, XXX engagements
"US soft drink price rises would be enough to drive me to hard liquor. Effervescent inflation🥤 $PEP $KO $MNST" @takis2910 on X 2025-07-16 11:05:35 UTC 3834 followers, 1572 engagements
"US core CPI just shy of X% consists of X. shelter (44%) and X. EVERYTHING ELSE ex food & energy (56%). One's disinflating (and shud undershoot to make #housing affordable) the other isnt. Market responsible for X. via long end of curve whereas Fed shud b mindful of X. Breakdown" @takis2910 on X 2025-07-18 19:13:44 UTC 3838 followers, XXX engagements
"Dow Inc organic volumes accelerated in 1Q'25 thanks to operations which rose X% y/y. Before folks start getting all patriotic Asia vols +4% y/y (). Anyhow all this was predictable in monthly #Fed data. En $DOW ed" @takis2910 on X 2025-04-24 14:52:58 UTC 3834 followers, XXX engagements
"US auto part dealers saw sales growth slow X% y/y in June implies zero real growth. Since Covid 👇likes of $AZO $AAP $ORLY benefited from used 🚗re-rating which encouraged investment but this appears to be waning. Jalopy fatigue" @takis2910 on X 2025-07-17 16:19:17 UTC 3833 followers, XXX engagements
"Pepsico drink prices rose XXX% y/y in 2Q'25. Pre Covid avg inflation was X% since 2Q'20 =7%. Wait till $PEP charges for HFCS / cane sugar swap. . as we say in Swahili🤪. Fizz🥤" @takis2910 on X 2025-07-17 11:48:43 UTC 3836 followers, 1426 engagements
"3M - your quarterly reminder of 🌍 industrial growth origin. Not from any gvt agency but Corp. Consider $MMM organic sales is nominal so (given deflation) real volume growth was +6% in 2Q'25. Mmmm🙉 PS. Sino-US topline gap widened from 260bps to 550bps. Reshoring" @takis2910 on X 2025-07-18 13:31:59 UTC 3833 followers, XXX engagements
"US industrial chemical inflation reacting higher in February as oil-based costs fall. Should be good for $DOW Inc. margins. enDOWed" @takis2910 on X 2025-03-13 17:35:16 UTC 3836 followers, XXX engagements
"@EnzoRex1 @DannyDayan5 @AndreasSteno Thx. If you're referring to CarMax they seem to be discounting relative to benchmark to generate 🚗sale but at expense of EBIT margin. Currently X% (normally 6-8%)" @takis2910 on X 2025-07-16 16:36:45 UTC 3833 followers, XX engagements
"Volkswagen delivered 2.3m 🚗 in 2Q'25 +1.2% y/y despite auto centric #tariffwar. have been firm but cool to see pick-up in (bigger market than ). $VOW BEV growth XX% y/y. VW has devoured $TSLA EU lunch; Now to build on that abroad. Empire (strikes back) #CarWars" @takis2910 on X 2025-07-09 09:35:43 UTC 3833 followers, 1390 engagements
"US paper inflationary waves continue to propagate. Thank God we've gone paperless - ex wiping your nose & derrire. Papering (over crack) $KMB #Greedflation" @takis2910 on X 2025-07-20 13:29:18 UTC 3834 followers, XXX engagements
"European new 🚗 sales seem flatish in June but there are huge divergences between automakers. We still wait on & markets but initial data shows $BMW $MBG & $VOW outperform benchmark as indeed does $RNO. $TSLA still looks -XX% as BEV demand grows. Plus a change" @takis2910 on X 2025-07-02 08:56:48 UTC 3834 followers, XXX engagements
"Athens airport passenger & flight activity re-accelerated end of June and into July (not coming thru' in $AIA semi-annual data👇). Good for specially if u consider recent 🌍 contraction in ✈ activity (see my TL). Greece (is the word) #LiveYourMyth #VisitGreece" @takis2910 on X 2025-07-07 09:58:22 UTC 3837 followers, XXX engagements
"DR Horton seems to have beaten very weak expectations. $DHI Rent (dont own) #homebuilders" @takis2910 on X 2025-07-22 11:41:15 UTC 3836 followers, 1398 engagements