Hints and tips:
...Philippe Houchois, a global auto analyst at Jefferies, says bumper profits for carmakers have left manufacturers “cornered” during talks....
...Philippe Houchois, an auto analyst at Jefferies, said Musk was “appeasing the market” by pushing faster, but with a “risk of compromises on product to accelerate launches”....
...Estimates from the likes of Jefferies, JPMorgan, HSBC, RBC Capital Markets and Shore Capital range from £6bn to £16bn for the banking industry....
...Philippe Houchois, auto analyst at Jefferies, said the latest saga might spark governance changes. “It is too risky for the board to carry on as it is,” he said....
...“We have reservations about dilution of existing Renault shareholders considering shareholder friendlier alternatives,” Philippe Houchois, analyst at Jefferies, said in a note, citing the “internal funding...
...Philippe Houchois, an auto analyst at Jefferies, said the 37.1 per cent gross margin on its cars was “stronger than expected”, helped by improved sales of its higher-priced “specials” models such as the...
...“It’s an impressive beast, but it’s a beast,” said Philippe Houchois, an auto analyst at Jefferies who was one of the handful selected to try it....
...“It’s a two-year process before they really have a presence,” said Philippe Houchois, the auto analyst at Jefferies. “That’s a two-year window for the European industry to get its act together.”...
...“That puts Stellantis in better shape to resist, but it’s all theoretical,” said Philippe Houchois, an auto analyst at Jefferies. Inventories of some models are even tighter....
...Houchois at Jefferies said: “There will almost certainly be better deals for you and me as customers....
...Investors were “sceptical following years of sub-par financial metrics”, said Philippe Houchois, an auto analyst at Jefferies. “The efforts are truly laudable,” said Dan Levy, analyst at Barclays....
...Philippe Houchois, an analyst at Jefferies, said the French carmaker was often seen as a “weak link” in the industry, with lower margins than many of its peers....
...The figures were “more resilient than expected”, said Philippe Houchois, an auto analyst at Jefferies....
...With Tesla ramping up production quickly at giant new plants in Texas and Germany, it now has the added problem of finding many more customers, says Philippe Houchois, a global automotive analyst at Jefferies...
...Data visualisation by Chris Campbell...
...Porsche is a “glorious asset”, says Philippe Houchois, an analyst at Jefferies. Investors will soon have the chance to give their own verdict....
...The crucial question is “how much you have to pay to access the brand”, said Philippe Houchois, an auto analyst at Jefferies....
...peter.campbell@ft.com...
...“What looks like a late start may turn out to be wise given the overall limited environmental impact of supercars driving a few miles”, writes Houchois at Jefferies, “and the accelerating pace of technology...
...By Daniel Thomas, Philip Georgiadis, Peter Campbell, Abby Wallace, Owen Walker, George Hammond, Sylvia Pfeifer and Jonathan Eley...
...Philippe Houchois, an analyst at Jefferies, said the appointment of Felisa and new finance chief Doug Lafferty “will hopefully help stabilise management across the company”....
...Philippe Houchois, an auto analyst at Jefferies, said Mercedes faced a “dilemma” in trying to convince investors of its luxury pedigree....
...Additional reporting by Silvia Sciorilli Borrelli, Sylvia Pfeifer, Alice Hancock, Rafe Uddin, Peter Campbell, Lauly Li Data visualisation by Chris Campbell This article has been amended since original...
...John Campbell, an analyst with bank Jefferies, said that results last week from Nearmap showed that the company was confident of achieving positive cash flow in fiscal 2024, which would have strengthened...
...“There’s a big reputational risk from a mishap . . . if Musk gets a negative image and that transfers on to Tesla for a while,” said Philippe Houchois, a car industry analyst at Jefferies who believes it...
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