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Fresh Catalysts, Different Sectors: Three Stocks Back on Our Radar

Writer: Felix Ouma
Felix Ouma
18 hours ago
7 min read

Summary

  • Fresh catalysts are putting three very different companies back on our radar. Tesla has reported stronger than expected Q3 vehicle deliveries and record energy storage deployments, while Manulife has completed another transaction aimed at reducing legacy insurance risk and Constellium has strengthened its long term aerospace exposure through a new 10 year Airbus agreement.


  • Tesla's latest numbers reinforce the importance of looking beyond vehicle deliveries. The company delivered 486,532 vehicles in Q3 while deploying a record 13.7 GWh of energy storage products, giving investors another reason to watch the increasingly important Energy business ahead of Q3 earnings.


  • Manulife's catalyst is about reducing risk rather than accelerating growth. The company completed the transfer of biometric risk associated with C$3.2 Bn of long term care reserves to Munich Re, continuing its effort to improve the risk profile of its legacy portfolio.

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  • Constellium is gaining greater long term visibility in aerospace. Its new 10 year Airbus agreement covers all Airbus programs and comes against a backdrop of record Q2 Segment Adjusted EBITDA and stronger aerospace demand.

Three-panel collage: white EV on road, Manulife Financial Centre lobby, and steel coils in an industrial warehouse.
Fresh stock catalysts across electric vehicles, financial services and aerospace put Tesla, Manulife and Constellium back on our radar. Sources: Tesla, Manulife Financial and Constellium.

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