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Archive | Industry Analysis 2009

VW Should Dump SEAT And Replace It With Alfa Romeo

Bernstein’s Warburton, With No Evidence, Calls This A Neat Idea It Would Appeal To Piech’s Heritage Fascination Fiat’s plans for Chrysler have taken the spotlight away from its troubled sporty subsidiary Alfa Romeo, but Max Warburton, senior analyst at Bernstein Research, has an interesting theory. Might Volkswagen board chairman Ferdinand Piech be interested in buying it? […]

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VW, Suzuki Deal Provokes Widespread Approval

VW Gets Profitable Small Car Expertise, Access To India Suzuki Gains Engine Technology Volkswagen’s deal with Suzuki of Japan was warmly received by many investors, who immediately identified the arrangements as having that rare advantage; everybody wins. “We see a strong strategic rationale for the partnership. Suzuki offers VW access to industry leading small car […]

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Peugeot-Mitsubishi Alliance Proposal Draws Fire

“There Is No Other Alternative” Hardly A Ringing Endorsement Mitsubishi’s Battery Car Expertise Impresses Though Could This Help Peugeot’s Long Promised Return To The U.S.? News that Peugeot of France is negotiating a tie-up with Japan’s Mitsubishi Motors hasn’t thrilled investors who view the Japanese company as weak, although they are impressed by its electric […]

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Peugeot’s Varin Outlines Vision, Underwhelms Investors

Questions About Euro Bias, Faurecia Remain Unanswered Short-Term Profitability Improves, But Concerns Mount About 2010 Peugeot CEO Philippe Varin finally unburdened himself of his vision of the future at a meeting on November 12, but investors were not impressed. Investors wanted guidance from Peugeot about his plans, with the main concerns being the company’s Eurocentricity, […]

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