Adam Jonas
Adam Jonas
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.
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.
early gets
It is decisive, it is early and it gets a lot of uncertainty out.
attention reason
There?s a reason Renault is getting a lot of attention with this car. They?re the only one doing this so aggressively. If they are successful, there will be followers.
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.
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.
gain
At this pace, Fiat should gain significant share.
days environment europe honda last people price pricing referring talking war worse
In the last two days you had Renault talking about a price war, Fiat referring to a price war, Honda and Peugeot all referring to a price war in Europe ... The pricing environment is even worse than people anticipated.
along bmw board fourth increase notice numbers percent positive profit proposal quarter reported seek share surprise three today
BMW reported a positive surprise to fourth quarter profit numbers today along with a proposal for a three percent increase in the dividend and notice that the board is to seek authorization for a 10 percent share buyback.
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.
appear consumer design gone instead lost market share start terms year
Volkswagen said at the start of the year that it would be going up in market share and instead it has gone down. They appear to have lost the U.S. consumer in terms of design and functionality.