Analysts' Comments

2016 AUTOMOTIVE NEWS WORLD CONGRESS

Jonas describes the gap between traditional automakers and newcomers

4:12 pm U.S. ET | Jan. 13, 2016

Defending against interlopers is almost impossible for the traditional auto industry, Adam Jonas says. Newcomers are just as smart and better heeled, but more importantly they see the business differently, the managing director of Morgan Stanley said....
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Strong December expected to push 2015 sales to all-time U.S. record

12:05 pm U.S. ET | Dec. 17, 2015

U.S. auto sales are on pace to break the industry's single-year record by more than 100,000 units, with December sales volume expected to be higher than any month in the past decade, according to a forecast issued today by LMC Automotive....
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U.S. sales will peak in 2016 as pent-up demand begins to ease, predicts NADA chief economist

4:00 pm U.S. ET | Nov. 17, 2015

Pent-up demand for new vehicles in the U.S., having propelled sales upward each year starting in 2010, will begin to ease over the next few years, the chief economist of the National Automobile Dealers Association said....
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More slow growth predicted for China's 'new normal'

11:53 am U.S. ET | Sept. 9, 2015

A well known consulting firm has issued a downbeat forecast for China’s once-booming auto industry, forecasting growth slowing dramatically over the next seven years....
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Lexus rises to No. 1 in customer satisfaction study

12:01 am U.S. ET | Aug. 25, 2015

Lexus overtook Mercedes-Benz to come out on top in a recent U.S. customer satisfaction study while recalls and rising prices across the industry are driving down average new-vehicle customer satisfaction scores....
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Tesla stock price predicted to nearly double, Morgan Stanley says

1:49 pm U.S. ET | Aug. 17, 2015

Forget about a mere 15 percent increase in stock value -- how about a 90 percent one? That's how bullish Morgan Stanley analyst Adam Jonas is on Tesla....
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BRADFORD WERNLE

BLOG: Sergio is right, but industry avoids consolidation

2:07 pm U.S. ET | Aug. 5, 2015

Fiat Chrysler CEO Sergio Marchionne set the industry on its ear recently when he said it has a dangerous problem: a chronic addiction to burning capital at an unsustainable rate....
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Analysts doubt Sergio's lofty Alfa goals

12:01 am U.S. ET | June 29, 2015

Analysts are skeptical that Fiat Chrysler Automobiles CEO Sergio Marchionne can achieve his ambitious sales goals for Alfa Romeo. "Despite our love of Alfa's past, we're unconvinced by its future," said Max Warburton, an analyst at Sanford C. Bernstein Ltd. in Singapore....
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GM-FCA merger speculation prompts restriction on analyst, report says

2:00 pm U.S. ET | June 13, 2015

Morgan Stanley restricted coverage of General Motors and Fiat Chrysler Automobiles NV by analyst Adam Jonas because GM, a longstanding advisory client, disclosed that FCA approached it about a merger, two people familiar with the matter told Bloomberg....
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American Honda 'big winner' in annual 'Car Wars' report

4:19 pm U.S. ET | June 3, 2015

American Honda, poised to redesign nearly all of its nameplates through the 2019 model year, is likely to gain U.S. market share in the next four years, according to the annual “Car Wars” report from Bank of America Merrill Lynch....
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Driverless cars may cut U.S. sales by 40%, Barclays says

3:19 pm U.S. ET | May 19, 2015

US auto sales may drop about 40 percent in the next 25 years because of shared driverless cars, forcing mass-market producers such as General Motors and Ford to slash output, a Barclays Plc analyst said....
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Analysts question Tesla's cash position

6:46 am U.S. ET | May 8, 2015

Analysts are voicing concerns about Tesla Motors' cash, saying the maker of electric cars and energy-storage products may need to raise money....
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