Slipping Sales in 2020 Will Mask EU Mandated Profit Threats. EU’s Von Der Leyen Wants 40% Target Raised To At Least 50% European Union (EU) fuel economy regulations designed to force its citizens into electric cars, like or lump it, start to bite in 2020, and despite sales of cars and SUVs falling slightly, the […]
Archive | Industry Analysis 2019
Brexit Bad News For Automakers, But Some See Liberation
Brexit Bad News For Automakers, But Some See Liberation. “I think Britain and the British people have made the wrong decision and that means the industry will go down and down and down” “UK’s remarkable success when trading under WTO rules” Britain’s automotive manufacturers and importers are almost 100% in agreement that Brexit is a […]
Global Auto Sales Will Slide In 2020, But China Rally Begins
Global Auto Sales Will Slide In 2020, But China Rally Begins. “40% of German car sales has been generated in recent years in China. Trump’s customs wars have caused considerable damage” World sales of cars and SUVs will fall again in 2020, but that should mark the end of the decline since 2017. German sales […]
Brexit – Economic Disaster Or Opportunity?
I was invited to talk to the Vehicle Remarketing Association Seminar 2020 Vision. My task was to address the question Brexit – Economic Disaster Or Opportunity? “Discuss the likely positive and negative effects of Brexit on the motor industry in the short, medium and long term” This is what I said The argument about Brexit […]
Aston Martin Unveils New £158,000 SUV, The DBX
Aston Martin Unveils New £158,000 SUV, The DBX. “Aston Martin looks set to survive 2019 and should see improved fortunes in 2020 – if DBX works, it should power a degree of share price recovery,” Aston Martin, the storied British luxury sports maker, thinks movie legend secret James Bond has started a family and has […]
Europe’s Car Sales Spike, But Outlook For 2020 Is Stagnant
Europe’s Car Sales Spike, But Outlook For 2020 Is Stagnant. “After several years of bumper new car markets in Europe, underlying demand in 2020 will be weakening and economic headwinds could send the market down” Europe’s auto sales spiked in October because of a data anomaly but this couldn’t camouflage the poor outlook for 2020, […]
No Stopping Ferrari Profit Acceleration
No Stopping Ferrari Profit Acceleration. “We continue to worry about the supercar market and residuals – but the business just keeps performing,” The cliché used to justify the massive costs of Formula 1 Grand Prix racing used to be – Win on Sunday, Sell on Monday, but Ferrari is proving that no longer holds true. […]
Daimler Shares Dive After Cost Cutting News
Daimler Shares Dive After Cost Cutting News. “In addition, a wave of consolidation could begin at the automobile companies. Fiat Chrysler (FCA) and Groupe PSA may just be the beginning” Mercedes-Benz parent Daimler’s shares fell close to 3%, after news it will have to cut costs more than 1 billion euros ($1.1 billion) by 2022 […]
Aston Martin Losses Mount But Investors Still See DBX Rescue
Aston Martin Losses Mount But Investors Still See DBX Rescue. “If the DBX sells well, then earnings will motor” Of all the James Bond movies you’ve seen starring a British Aston Martin luxury sports car were you ever inspired to go out and buy one? Or perhaps know someone who did? Almost certainly not, given […]
PSA FCA Merger Looks Less Certain After Initial Excitement
PSA FCA Merger Looks Less Certain After Initial Excitement. “No one needs 3 development centers. No one needs the entire engine factories of FCA, PSA and Opel. No one needs high Fiat vehicle capacity. News PSA Groupe and Fiat Chrysler Automobiles (FCA) plan to merge sparked euphoria among investors, but in the cold light of […]