Hints and tips:
...Arndt Ellinghorst, an Evercore analyst, said German carmakers would take a $1.7bn hit from the Chinese tariff, compared with $737m for their US rivals....
...Arndt Ellinghorst at Credit Suisse said: “Third-quarter earnings were not a surprise, but they were solid, especially when it comes to what matters: cash generation.”...
...SocGen analyst Arndt Ellinghorst said: “BMW remains the most consistent provider of quality earnings and cash flow in the automotive sector.”...
...“Our earnings estimates increase pretty much in all divisions driven by higher unit sales and revenues,” said Arndt Ellinghorst at Credit Suisse, raising the broker’s target price on VW to €170 from €136...
...“Declining consumer confidence and rising inflation expectations mean volume forecasts for 2011 and beyond could be at risk,” said analyst Arndt Ellinghorst....
...Arndt Ellinghorst at Credit Suisse, however, said he favoured tyremakers....
...“Overall, the market appears to be disappointed from the quality of earnings within the automotive division after higher R&D capitalisation,” said Arndt Ellinghorst at Dresdner Kleinwort Wasserstein....
...“This is good news,” said Arndt Ellinghorst at Dresdner Kleinwort Wasserstein....
...“Investors currently value VW as a 2008 restructuring story,” said Arndt Ellinghorst, DrKW analyst....
...has been in since the beginning of the ‘90s to undergo comprehensive reform – both from a fundamental business perspective and with regard to its substantial corporate governance deficits,” said analyst Arndt...
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