U.S. Auto Loan ABS Tracker: In March 2026, US prime & subprime auto loan ABS performance continued to reflect normal seasonal trends, showing improvement month over month due to tax refunds, which help consumers lower their delinquencies & drive up demand & prices for used vehicles, as reflected by stronger month over month recoveries. These trends contributed to lower month-over-month losses in subprime & lower delinquencies in both sectors.
On an annualized basis, prime losses were stable at 0.64% month over month despite higher recoveries (up +405bps to 62.76%), while 60+day delinquencies declined by -4bps, to 0.52%. Year over year, prime losses decreased by -4bps, while recoveries improved by +116bps & 60+day delinquencies remained stable.
Subprime annualized losses declined by -65bps month over month to 8.34%, while recoveries increased +825bps to 46.04%, and 60+day delinquencies declined -38bps to 5.83%. Year over year, losses increased +39bps, while recoveries rose +228bps & 60+day delinquencies rose +30bps.
$CVNA $AZO $AUTO $AN $XLF
$MOTHERSON.NSE
$Motherson Sumi Wiring – Detailed Market View
Why the $Stock is Rallying for the Last 3 Sessions?
• Strong institutional buying seen in the counter.
• Positive sentiment in the auto & EV sector.
• $Technical breakout on charts attracted $short-term traders.
• Optimism around upcoming earnings and strong order flows.
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Technical Outlook
• $Stock has shown a consistent uptrend for 3 sessions.
• Support zone: ₹92–94
• Resistance zone: ₹100–105
• Sustaining above ₹100 may extend the rally towards ₹106–110.
• In the medium term, if momentum continues, targets of ₹118–125 are possible.
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Fundamental Strength
• Diversified global operations in wiring harness & components.
• EV exposure: Increasing orders from electric vehicle manufacturers.
• Strong order book visibility.
• Improving margins with manageable debt levels.
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Micro & Macro Drivers
Micro Factors:
• Better operational efficiency.
• Partnerships with leading global automakers.
Macro Factors:
• Revival in the Indian automobile sector.
• Festive demand boosting auto sales.
• Stable raw material prices (copper/aluminium) supporting margins.
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Upcoming Events & Impact
• Quarterly Earnings: Any improvement in margins will act as a key trigger.
• EV-related new contracts: Could boost valuation further.
• $Auto sales data (domestic & international): Will directly influence stock movement.
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Future Price Outlook
• Short Term (2–3 weeks): ₹105–110 if momentum sustains.
• Medium Term (3–6 months): ₹118–125 on strong sector support.
• Long Term (1–2 years): With EV adoption & global demand, potential to test ₹150+.
________________________________________
Disclaimer:
This report is prepared for educational & informational purposes only and should not be considered as investment advice. Market investments are subject to risk. Consult a SEBI-registered advisor before investing.
Disclosure:
We/our associates have no personal or family holding in $Motherson Sumi Wiring.
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Visit Us- www.investogainerresearch.com
Call Us- 9009099805, 9098804206
Email Us- info@investogainerresearch.com
$AUTO AutoWeb, Inc. (NASDAQ:AUTO) – A Detailed Look at the Automotive Digital Marketing and Used Vehicle Acquisition Company https://beyondspx.com/article/autoweb-inc-nasdaq-auto-a-detailed-look-at-the-automotive-digital-marketing-and-used-vehicle-acquisition-company
$IOVA I don’t know what I’m confused about today. This, $DAWN, or $AUTO? I believe in all 3 as anti-cancer agents, but don‘t understand the price action.
Seems like a BO is my only hope 😫. The good news is my first batch of $iova is getting closer to long-term for taxes!
Manheim Used Vehicle Price Index (Sept.): up +0.1% m/m but down -5.3% y/y to 203.0
Assessing retail vehicle sales based on observed changes in units tracked by vAuto, initial estimates of retail used-vehicle sales in Sept were down -14% compared to August but higher y/y by +9%. The average retail listing price for a used vehicle decreased -0.7% over the last 4 weeks.
Using ests of retail used days’ supply based on vAuto data, an initial assessment indicates Sept ended at 44 days’ supply, up +6 days from 38 days at the end of August & down -6 days from Sept 2023 at 50 days.
New-vehicle sales in Sept were down -12.8% from last year, & volume decreased -17.9% from Aug, due mostly to fewer sales days compared to last month & last year. The Sept sales pace came in at 15.8M, up 0.1M from last year’s pace & higher than August’s 15.3M level.
$AUTO $AZO $F $GM $STLA
$AUTO AutoWeb, Inc. (NASDAQ:AUTO) – A Detailed Look at the Automotive Digital Marketing and Used Vehicle Acquisition Company http://beyondspx.com/2024/08/05/autoweb-inc-nasdaqauto-a-detailed-look-at-the-automotive-digital-marketing-and-used-vehicle-acquisition-company/
TOMORROW WILL SHARE MY OUTLOOK ON $AUTO #ANCILLARY STOCKS WHICH STOCKS GAVE BREAKOUT WHICH ARE READY FOR BREAKOUT WHICH ARE CONSOLIDATING WHICH WILL RETRACE #SHAREKSAUDAGARS
Wholesale used-vehicle prices (on a mix-, mileage-, & s/adj'd basis) decreased 1.6% from Sept in the first 15 days of Oct. The midmonth Manheim Used Vehicle Value Index declined to 211.0, which was down 3.3% from the full month of Oct 2022.
Wholesale supply ended Sept at 26 days, up 1 day from the end of Aug & down 2 days y/y.
$AAP $AZO $CVNA $AUTO
Manheim Used Vehicle Value Index (Sept): +1% m/m (prev. +0.2%) & -3.9% y/y (prev. -7.7%).
Note: Index is up +40.4% from Sept 2019
"Forecasting our Used Vehicle Value Index to finish down -2.2% for the year"
$CVNA $AUTO $AN $AZO $ORLY
Manheim August used-vehicle price index +0.2% m/m (prev. -1.6% in June, +0.1% mid-month Aug) & -7.7% y/y (prev. -11.6% in July, -7.7% mid-month Aug revision)
Used car supply est: 43 days’ supply, down 6 days from end of July & 9 days lower than August 2022
By volume, August new-vehicle sales were up +2.2% m/m. The August SAAR came in at 15M, an increase of +13.6% from last year’s but down -4.5% from July’s virtually unrevised 15.7M pace.
$F $GM $CVNA $AUTO $AN
JPM: Potential UAW strike would cut new vehicle production, drive up used car prices & put pressure on margins in the personal auto insurance business.
$ALL $BRK.B $CVNA $AUTO $AN
