Tesla Model 3 Leads Europe Electric Sales As Competitor Range Claims Wilt. “Teslas been making electric cars for more than a decade and they know more than the rest. Also most people think Tesla when they think electric, they don’t think VW,” The Tesla Model 3 is the fastest selling electric car in Western Europe […]
China Poised To Grab Europe’s Mass Market For Electric Cars Unless EU Acts. “If Europeans don’t do anything about this the segment will be controlled by the Chinese” Europe’s market for small electric cars will be dominated by China unless swift action is taken by the European Union (EU) to allow manufacturers to profitably provide […]
Auto Maker’s Rosy Profit Outlook Could Be Undermined By Inflation, Chip Shortage. “Demand will fully recover to pre-pandemic levels by 2022, but there are headwinds to earnings from rising prices, mainly steel, and temporary chips bottlenecks” The profit party could be over in 2022 for most of Europe’s auto manufacturers which boosted earnings in the […]
Electric Mazda Shows Automakers Still Failing To Cater For Mass Market. “Given its price, limitations, and slowness to the market why would Mazda even try and bring such a vehicle to market?” Auto makers continue to drive into a blind alley with their electric car designs by seeking to reinvent traditional vehicles rather than addressing […]
Car Sales Rally On Hopes Of Virus Victory Stalls On Chip Shortage, Covid Worries. “Semiconductor shortages are beginning to materially affect sales in the U.S., Japan and China which we expect to continue to choke sales into the start of Q4” The post-lockdown rebound in West European car sales has stalled and forecasts for the […]
BMW’s Profit Outlook Positive, While Electric Strategy Worries Investors. “Now most have adopted BEV-only long-term strategies, BMW stands out even more with this approach, and we think it is not helpful for the share price” BMW’s profit outlook is strong, but investors worry about its determination to pursue an electric vehicle policy which also leaves […]
Ferrari Shares Roller-Coaster, But Some Investors See Long-Term Success. “Scarcity, desirability and brand values around performance and luxury is the Ferrari moat” Investors in Italian supercar maker Ferrari have been on a wild ride this year as the price of its shares traces a vigorous up and down “V” pattern, with an obvious upward momentum. […]
Volkswagen Needs Mass Market Brands To Perform. “It amazes me that after years of complaining about narrow electric vehicle margins there are suddenly supposed to be dream returns just around the corner” The hosannas were ringing out for Volkswagen as it raised its profit outlook again and said it would try and buy French car […]
Battery Scarcity Will Dwarf Chip Shortage Impact On Global Auto Sales. “The market is characterized by two bottlenecks by 2030. A shortage of semiconductors until the beginning of 2023, and then an important battery cell availability problem” Growth in the global market for cars and SUVs will slow in the 2nd half of 2021 after […]
