Adam Jonas
Adam Jonas
architecture bought common electronic porsche together
That's why Porsche bought Volkswagen. Working together on a common electronic architecture is a no-brainer.
almost auto companies difficult earnings exception parts porsche possibly quarter second select truck
The second quarter is going to be a very difficult quarter for most auto companies. Earnings will be down for almost every auto manufacturer with the exception of possibly Porsche , truck companies and select parts and tyre companies.
chrysler concern fourth quarter
The concern should be at Chrysler. Chrysler overproduced in the fourth quarter and when you overproduce you should make more money, but they made less.
aside business car companies cost cover money toyota
Recalls are a cost of doing business. Even high-quality companies like Toyota set aside a little money for each car to cover that risk.
april car chrysler everybody far sales worried
I think everybody is worried about April. In the U.S. so far in April Chrysler car sales are down pretty significantly.
early gets
It is decisive, it is early and it gets a lot of uncertainty out.
area items margin market mercedes prepared releases underlying upside weaker
The underlying Mercedes margin excluding one-off items and provision releases was significantly weaker than expected. That was an area where the market was prepared for upside surprise.
draw happens hear line perceived points quality recall takes tone top toyota
Toyota is at the top when it comes to real and perceived quality. One recall isn't a problem. It takes two points to draw a line and it that happens then you'll hear my tone change.