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William Sachin

Research Analyst at Morgan Stanley

William Sachin is an equity research analyst at Morgan Stanley, specializing in coverage of select companies within the technology and financial services sectors. He is known for providing detailed research on firms such as Apple, Microsoft, and Visa, with his stock recommendations achieving a notably strong success rate and positive return metrics according to analyst ranking platforms. Prior to joining Morgan Stanley in 2019, Sachin gained experience at other leading financial institutions and has steadily advanced from associate roles to senior analyst positions. He holds Series 7 and Series 63 securities licenses and is registered with FINRA, demonstrating a strong professional track record and commitment to regulatory standards.

William Sachin's questions to LEAR (LEA) leadership

William Sachin's questions to LEAR (LEA) leadership • Q3 2024

Question

William Sachin, on for Adam Jonas of Morgan Stanley, asked how Lear is managing potential tariff risks, particularly with Mexico, and whether the OEM focus on EV profitability is leading to new price-down or de-contenting pressures.

Answer

CFO Jason Cardew stated that a major tariff disruption with Mexico is viewed as having a low likelihood, but noted that Lear's footprint shift to Honduras provides some diversification. CEO Raymond Scott explained that OEM cost pressures are actually creating opportunities for Lear's modular and innovative solutions, which can redesign components and drive out system cost, rather than leading to simple price-downs on existing parts.

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