Bitte IPO Mobileye diskutieren

Smart Car Stock Mobileye Motors Into New Buy Zone

http://education.investors.com/ibd-stock-analysis/...ing-model-s.aspx  

Morgan Stanley:

"The Time to Own Is Now," reads the headline of a note from Morgan Stanley's Ravi Shanker reiterating an Overweight rating and $68 target on Mobileye (NYSE:MBLY). "MBLY has been our top supplier pick in [North America] since the IPO thanks to its best-in-any-class growth story which includes 50%+ revenue CAGR through 2020, 75%+ gross margins, 50%+ revenue to FCF conversion, no gross debt, high barriers to entry and high visibility."

He sees three 2015 catalysts:

1) Growing confidence in strong driver-assistance (ADAS) penetration, following announcements by Nissan/Toyota to make ADAS standard in some markets and to offer it as a low-cost option on other models (other OEMs are expected to follow suit).

2) A decision by Volkswagen regarding its ADAS strategy; the automaker is expected to "adopt an Audi-like approach using mono vision," which would benefit Mobileye long-term.

3) Rising 2015 estimates, aided by new programs, the shekel's decline, and continued margin expansion.  

http://www.streetinsider.com/Insiders+Blog/...+Standard/10637419.html

In a new report, the NTSB recommends collision-avoidance systems become standard on new passenger and commercial vehicles. The agency adds only 4 out of 684 passenger vehicle models available in 2014 contained a full forward collision-avoidance system as a standard feature.The NTSB wants automakers to begin by adding collision-warning systems to vehicles, and add autonomous emergency-braking systems once the NHTSA sets standards for them.  

http://video.cnbc.com/gallery/?play=1&video=3000389368
 

http://derstandard.at/2000017553483/...vor-Pkws-in-den-Strassenalltag

Selbstfahrende Autos: LKW kommen noch vor PKW ohne Fahrer

Hohe Kosten für Infrastruktur-Umrüstung erwartet
Die Entwicklung hin zu selbstfahrenden Autos werde bei Lastkraftwägen früher umgesetzt als bei Personenautos, erläuterte Boston Consulting Group (BCG)-Experte Nikolaus Lang am Dienstag in Wien. Es gebe großes Interesse der Wirtschaft, in abgegrenzten Gebieten wie in Minen oder bei Holztransporten in spärlich besiedeltem Gelände die Technologie anzuwenden und ohne Fahrer auszukommen.

Hohe Kosten
Die ganze BCG-Studie zu dem Thema hatte Lang bereits im Jänner der APA präsentiert. Um die Selbstfahrer-Technologie umzusetzen können hohe Kosten für die Umrüstung der Infrastruktur anfallen. Je mehr die Infrastruktur "angepasst" werde, umso weniger Sensoren müssten in die Autos eingebaut werden. Für eine Zehn- Millionen-Einwohner-Stadt werden die Kosten für die Aufrüstung der Verkehrs-Infrastruktur, damit sich diese mit den selbstfahrenden Autos vernetzen könne, auf 3,6 Mrd. Dollar (3,21 Mrd. Euro) geschätzt. (APA, 16.6.2015)  

http://derstandard.at/2000017935332/...klung-selbstfahrender-Autos-an

Zunächst sollen binnen fünf Jahren Fahrerassistenz-Systeme eingeführt werden

Der US-Autoriese Ford nimmt die Entwicklung selbstfahrender Fahrzeuge in Angriff. Mit dem Manager Randy Visintainer, der seit fast drei Jahrzehnten bei Ford ist, wurde ein Projektchef ernannt. Ziel sei eine marktreife Technik für autonom fahrende Autos, teilte Ford am Dienstag mit.

Assistenz

Zunächst sollen binnen fünf Jahren Fahrerassistenz-Systeme über die gesamte Modellpalette von Ford eingeführt werden. Außerdem will Ford den Einsatz des 3D-Drucks ausbauen und verstärkt neben Apps für Smartphones auch Anwendungen für Computeruhren anbieten. (APA, 24.6.2015)  

http://finance.yahoo.com/news/...s-didnt-know-mobileye-223110409.html

Mobileye N.V. (MBLY) is an Israeli company that is on the cutting edge of driver assistance systems (DAS) that use vision-based technology to help prevent accidents and detect roadway markings. In the coming years, Mobileye plans to expand their partnerships with car manufacturers and offer hands-free driving technologies to everyday consumers. The autonomous car industry has a bright future, and with a Zacks Rank #2 (Buy), Mobileye has plenty of potential for long-term growth, meaning investors need to get to know the company now.

Here’s a list of a few things you may not know about Mobileye:

1. They’ve been around longer than you’d expect.
Although autonomous cars are a relatively new technology that is still very much in development, Mobileye technology has actually been in vehicles since 2007. Remember, the company has its roots in early DAS systems, which are a bit older than one might expect.

2. You might be using their product without knowing it.
While there’s a good chance you may not have even heard of Mobileye before, you might actually be using their product every day. Mobileye has many partnerships with car manufacturers (OEMs). In fact, by the end of 2014 Mobileye technology was implemented in 160 models of cars made by 18 different OEMs.

3. They’re good at being the first.
Any company wants to have a competitive advantage, and this is especially important in an emerging industry. Mobileye is no stranger to beating out the competition and producing first-of-its-kind technology. For example, in 2010 Mobileye became the first company to design and implement a vision-based pedestrian collision warning system. In 2011, the company expanded this technology and designed the first forward collision warning system to be approved by the U.S. National Highway Traffic Safety Administration.

4. Share prices have doubled in less than a year.
Some might remember Mobileye’s IPO back in July 2014, but share prices have more than doubled since then. The company originally sold 35.6 million shares at $25 each, implying a market value of $7.6 billion. As of today, shares are hovering around the $53 range, highlighting just how fast Mobileye has grown.

5. You’ll be able to drive hands-free by the end of 2016.
On the highway, that is. That’s right, Mobileye plans to introduce hands-free capable driving through 2 different OEMs within the 2016 timeframe. The company plans to have this technology compatible with open highway and traffic driving by then, with plans to fully incorporate city and country road driving by 2018.

6. Fully autonomous cars are coming soon.
While Mobileye will have drivers taking their hands off the wheel in a year or so, fully autonomous cars—cars that can get you from Point A to Point B with no driver intervention at all—are also coming sooner rather than later. In fact, in a recent interview with Forbes, Ford CEO Mark Fields said that he expects a fully autonomous car to be on the market within the next 5 years.

7. This technology has the potential to change the world.
In many ways, the type of technology that Mobileye is working on right now will change the world as we know it. According to the Institute of Electrical and Electronics Engineers (IEEE), 75% of all cars on the road in 2040 will be autonomous, which will have an impact on basically any industry that uses automobiles. Also, the IEEE is confident in the potential for self-driving cars to end traffic accidents. The IEEE even goes as far as to assert that vehicle-to-infrastructure communication (which Mobileye has innovated in the past) can eliminate the need for traffic lights.

Bottom Line:
It may be surprising to hear how soon this technology will be available, but we must accept the realities of our future and begin investing wisely now. With a history of technological advancements, wide ranging partnerships with OEMs, and exciting plans for the future, Mobileye is a company with a lot of potential. Investors looking to get into the autonomous car market should definitely keep up with Mobileye going forward.  

Die wichtigste und beste Aktie zum Thema wurde leider auf dieser Liste vergessen: Mobileye

http://www.trendlink.com/aktienanalysen/aktien/...ktien_zum_Megatrend

 

Habe gerade gesehen das Mobileye nicht vergessen wurde, sondern dass Mobileye beim schreiben des Artikels am 18.03.2014 ja noch gar nicht an der Börse gelistet war.  

http://derstandard.at/2000018071736/...ffentlichen-Strassen-unterwegs

Zunächst sicherheitshalber noch speziell geschulte Fahrer an Bord – Maximal mit 40 Stundenkilometer  

Chris Urmson: How a driverless car sees the road

Statistically, the least reliable part of the car is ... the driver. Chris Urmson heads up Google's driverless car program, one of several efforts to remove humans from the driver's seat. He talks about where his program is right now, and shares fascinating footage that shows how the car sees the road and makes autonomous decisions about what to do next.

http://www.ted.com/talks/...amp;utm_content=top_right_button#t-921367  

Self Driving Cars Near as Uber Acquires Bing Maps' Tech
https://www.youtube.com/watch?t=31&v=luh8O5Wwl2k  

Mobileye Upped to Strong Buy on Positive Estimate Revisions
http://www.zacks.com/stock/news/180589/...positive-estimate-revisions



 

Die Spur halten auf der Autobahn und das Fernlicht bei Gegenverkehr ausschalten – das kann ein Mercedes mit jeder Modellreihe noch besser. Der teure Komfort findet reißenden Absatz.

http://www.faz.net/aktuell/wirtschaft/unternehmen/...r_FAZ_Wirtschaft  

http://blogs.barrons.com/techtraderdaily/2015/07/...rons&ru=yahoo

Mobileye Jumps 6%: Baird Learns to Stop Worrying and Love ADAS

Shares of embedded camera sensor maker Mobileye (MBLY) are up $3.09, or 6%, at $57.21, after R.W. Baird’s David Leiker raised his rating on the shares to Outperform from Neutral, and hiking his price target to $73 from $47, writing that a number of factors have made him more comfortable with the business beyond 2018.
He thinks the shares can go as high as $170 by 2020, moreover.

He even offers a chart for that:

Baird Mobileye potential stock price appreciation, July 9th, 2015.

Leiker has finally gotten past his hesitations about the market Mobileye  operates in, “Advanced Driver Assistance Systems,” or ADAS:

We have been on the sidelines struggling with high expectations, lofty valuation and uncertain outlook for the out years. Today, we are much more comfortable with the pace of active safety adoption (ADAS) and Mobileye’s technology position that meaningfully de-risks the long-term story. These incremental items are behind the change, in our opinion.

What are the things that helped him stop worrying? They include several technology factors that have come into greater focus:

Semi-autonomous driving. The company is now working with 13 OEMs to develop autonomous driving capabilities for future launches; at the IPO, the company stated they were working with 8 OEMs. We expect most every OEM to take a measured approach launching self-driving vehicles starting with partial AD on the highway with no lane changes and then progressing to more complex environments (urban roads, country roads, total autonomous mode). We look for these capabilities to be increasingly launched with both luxury and mainstream OEMs over the next several years, with fully autonomous vehicles (sleeping on the way to work) not likely before 2025 […] Mobileye has announced 2 contract awards for its fourth-generation chip, EyeQ4, which launches in 2018 and is capable of managing multiple cameras. This chip is meaningfully faster than others in the market as it is optimized to process camera images and is not a general purpose chip designed to perform multiple functions […] Mobileye is developing artificial intelligence to determine where to drive – this uses image processing to determine where the vehicle can drive versus a rules-based system. Other autonomous driving approaches today rely heavily on maps and sensors that verify these maps to determine where to drive […] Lastly, Mobileye is booking new business that allows the automaker to scale its ADAS capabilities from entry-level to more advanced including AEB, across multiple vehicles using the same chip/system. This accomplishes two things: 1) reduces OEM development costs by using one system across its vehicles while being able to offer varying features; and 2) allows the automaker to add incremental features during the vehicle’s six-year life cycle. More importantly, recent contract awards demonstrate the company’s ability to get paid for incremental software features versus the “bill of materials” for the chip which drives higher revenue and margins.

Leiker maintains his estimates for this year at 39 cents a share in net profit, and raises his 2016 estimate by just a penny, to 71 cents, but for 2020, he now sees EPS of $3.70 per share (on revenue that year of $1.54 billion.)

Leiker shifts his valuation model for the stock: he now bases his target on a 45 times multiple of 2020, instead of simply multiplying the out-year. He’s using a 20% discount rate in that model.

 

Driver Assist Tech Maker Mobileye Hits 2015 High
http://finance.yahoo.com/video/...-tech-maker-mobileye-175200672.html  

http://seekingalpha.com/article/...ileye-an-autonomous-driving-leader

Summary

Self-driving cars are going to materialize in the future, and on the forefront of this technology is Mobileye.

Superior software algorithms, large data and strong clientele have allowed Mobileye to leap way forward in competition.

Mobileye is a solid long-term investment, which could see revenues in billions in the next decade or so.  

http://derstandard.at/2000019732154/...selbstfahrenden-Autos-erwartet

Deutschland: Milliardenumsätze mit selbstfahrenden Autos erwartet

Volkswagen-Chef: Bis 2020 könnten "rund 90 Millionen 'Connected Cars' verkauft werden"  

http://derstandard.at/2000019718902/...ks-auf-Deutschlands-Autobahnen

Daimler testet selbstfahrende Trucks auf Deutschlands Autobahnen

Testbetrieb soll noch in diesem Jahr losgehen

Das selbstfahrende Auto könnte schneller kommen als gedacht. Noch in diesem Jahr will der Daimler-Konzern probeweise Trucks auf Autobahnen schicken, in denen der Computer den Fahrer ersetzt, wie Daimler-Vorstand Wolfgang Bernhard der "Frankfurter Allgemeinen Sonntagszeitung" sagte.

Genehmigung noch ausständig

"Wir sind zuversichtlich, dass wir in den nächsten Wochen die Genehmigung für Tests auf deutschen Autobahnen bekommen", sagte er – und fügte hinzu: "Dann legen wir auch sofort los."  

http://news.investors.com/...en=yahoocp&src=aurlled&ven=yahoo

Mobileye (NYSE:MBLY), maker of driver-assistance systems, has taken a big step toward picking up Volkswagen as a customer, analysts say.
Israel-based Mobileye is a leader in advanced driver assistance systems (ADAS), whose chips and software take in data from car cameras. Volkswagen and Toyota (NYSE:TM) are the two remaining big auto makers that have yet to build Mobileye's technology into vehicles.

Volkswagen late Friday issued a press release identifying 44 suppliers selected to collaborate with the automaker under its Future Automotive Supply Tracks initiative, or FAST. Mobileye and Delphi Automotive (NYSE:DLPH) were among those selected.  

http://derstandard.at/2000020771747/...beitet-an-selbstfahrendem-Auto

Projekt wohl weiter als gedacht – Möglicherweise bereits Tests durchgeführt  

http://seekingalpha.com/article/...eye-a-very-compelling-short-thesis

Summary

Mobileye is positioned and perceived as an automotive forward-facing camera technology monopoly, when in fact it is not.

Tier 1 competition is already here. Bosch, Denso, and Continental are all set to experience a significant ramp in forward camera business over the next 12 months.

The key bull thesis arguments of 5+ years needed to get technology qualified with OEM and an unwillingness of OEMs to split/switch camera platforms don’t hold water.

Chip industry competition only just starting to heat up as market starts to scale.

All of the above supports an asymmetrical return opportunity for a short at current levels.  

http://derstandard.at/2000021097449/...utschland-Autopilot-Lkw-testen

Erstmals auf öffentlichen Straßen – Ein Mensch muss aber auf dem Fahrersitz sitzen  

http://derstandard.at/2000021127633/...fuer-Roboter-Auto-in-Wuppertal

Die deutsche Industriestadt bekommt eine der ersten Teststrecken für automatisiertes Fahren

Das Auto der Zukunft kommt im nächsten Jahr in die westdeutsche Großstadt Wuppertal. In der Industriestadt gibt es dann eine Teststrecke für selbstfahrende Fahrzeuge. Der 17 Kilometer lange Testparcours auf der Landstraße 418 bietet viele unterschiedliche Verkehrssituationen: Schnellstraße, Kreisverkehr, Ampeln und Fußgängerwege.

 

in Capital - Heft August 2015