Sign in

    Michael Jacks

    Senior Director at Bank of America

    Michael Jacks is a Senior Director at Bank of America, specializing in equity research and portfolio management with extensive experience tracking leading public companies. Throughout his career, Jacks has covered a diverse set of firms in the finance and technology sectors, leveraging a deep analytical skill set to generate competitive investment returns and actionable recommendations. He has held prior roles including Director of Equity Research, Analyst/Trader, and Portfolio Manager, building an impressive trajectory from previous institutions to his current leadership position at Bank of America. Jacks holds advanced professional credentials and is recognized for his strong performance and expertise in securities analysis, reflected in his FINRA registrations and industry licensure.

    Michael Jacks's questions to AUTOLIV (ALV) leadership

    Michael Jacks's questions to AUTOLIV (ALV) leadership • Q3 2024

    Question

    Michael Jacks asked if the updated organic growth guidance fully reflects the negative regional mix, how much of this year's inflation compensation is sustainable into 2025, and if there is evidence of a BEV production ramp in Europe.

    Answer

    CFO Fredrik Westin confirmed the guidance reflects the negative mix. He stated that while an increasing share of compensations will be ongoing price adjustments, some will remain one-time lump sums requiring renegotiation. Regarding Europe, he noted the outlook aligns with S&P's forecast for a Q4 decline, without signaling a specific BEV ramp-up.

    Ask Fintool Equity Research AI