samantaao
Forumer storico
l'avevi dettoche dici, per l'aria che tira forse si può aspettare ancora un po'?
Obbligazioni societarie Monitor bond case automobilistiche e accessorio auto
l'avevi dettoche dici, per l'aria che tira forse si può aspettare ancora un po'?
Imark
Forumer storico
che dici, per l'aria che tira forse si può aspettare ancora un po'?
Dico di sì... e anche un 2014 Daimler 7,875 che gironzola attorno alla pari è un bel vedere...
Avevo detto secondo trimestre ... buono lo switch da qualche telefonico preso bene a qualche automotive di pregio, IMHO, e forse Toyota ed Honda mi piacciono più dei premium tedeschi...
The Beast
Rating? No grazie!
Dico di sì... e anche un 2014 Daimler 7,875 che gironzola attorno alla pari è un bel vedere...
Avevo detto secondo trimestre ... buono lo switch da qualche telefonico preso bene a qualche automotive di pregio, IMHO, e forse Toyota ed Honda mi piacciono più dei premium tedeschi...
mmmh
che intendi x automotive di pregio? Fiat ad es rientra in questa categoria?
samantaao
Forumer storico
Dico di sì... e anche un 2014 Daimler 7,875 che gironzola attorno alla pari è un bel vedere...
Avevo detto secondo trimestre ... buono lo switch da qualche telefonico preso bene a qualche automotive di pregio, IMHO, e forse Toyota ed Honda mi piacciono più dei premium tedeschi...
ieri sono uscito da teliasonera 2015
ma cosa fai leggi il passato e prevedi il futuro??
comunque per l'auto aspetto un pochino, credo che ci vorrà un po' di tempo e vorrei vederci un po' più chiaro, di capzate ne ho già fatte abbastanza
samantaao
Forumer storico
temo proprio di no...
The Beast
Rating? No grazie!
Imark
Forumer storico
Tu che dici ? A orecchio ... premium e Fiat...
Con la massima stima per il buon Marchionne, che a Torino dovrebbero portare in processione come si fa con le statue dei santi il giorno del patrono...
Imark
Forumer storico
Le stime di Toyota: -30% il mercato dell'automobile europeo nel 2009 (da 21 a 15 mln di automobili) e produzione tagliata da 7,08 a 6,2 mln veicoli per l'azienda giapponese nei dodici mesi dell'esercizio fiscale 2009, che per le imprese nipponiche inizia ad aprile prossimo.
Europe car market to drop 30 pct this year: Toyota
Mar 3, 2009
GENEVA (AFP) — Japanese car maker Toyota Motor expects a 30 percent drop in the overall European car market this year, Vice President for Europe Thierry Dombreval said on the sidelines of the Geneva Motor Show.
"Our market forecast for greater Europe is for about 15 million (units) instead of about 21 million last year, which corresponds to a fall of 30 percent," Dombreval said late Monday, referring to total sales for all car makers.
"We hope to gain market share with new products that will be launched in January, February and March, and which should help us conquer market share, but without compensating for the 30 percent drop in the available market," he told AFP.
Toyota was marking the European launch of new versions of its Prius hybrid and Verso people carrier at the Geneva show, which opens to the public on Thursday.
The Japanese firm, the world's biggest car maker, said earlier that it expects its global production to fall by about 12 percent in the next business year starting in April.
Toyota, the world's biggest automaker, has told its suppliers it will manufacture an estimated 6.2 million vehicles next year, down from 7.08 million this year, a spokeswoman said in Japan.
Dombreval said in Geneva that the company was not planning job cuts in Europe and is still counting on "six figure volume" on the continent in 2009 as well as a six percent market share against 5.3 percent last year.
The German market had proved to be exceptional in February, he added. Germany is offering owners of ageing vehicles incentives to scrap their vehicles if they buy a new car, in a bid to cushion the economic crisis.
Europe car market to drop 30 pct this year: Toyota
Mar 3, 2009
GENEVA (AFP) — Japanese car maker Toyota Motor expects a 30 percent drop in the overall European car market this year, Vice President for Europe Thierry Dombreval said on the sidelines of the Geneva Motor Show.
"Our market forecast for greater Europe is for about 15 million (units) instead of about 21 million last year, which corresponds to a fall of 30 percent," Dombreval said late Monday, referring to total sales for all car makers.
"We hope to gain market share with new products that will be launched in January, February and March, and which should help us conquer market share, but without compensating for the 30 percent drop in the available market," he told AFP.
Toyota was marking the European launch of new versions of its Prius hybrid and Verso people carrier at the Geneva show, which opens to the public on Thursday.
The Japanese firm, the world's biggest car maker, said earlier that it expects its global production to fall by about 12 percent in the next business year starting in April.
Toyota, the world's biggest automaker, has told its suppliers it will manufacture an estimated 6.2 million vehicles next year, down from 7.08 million this year, a spokeswoman said in Japan.
Dombreval said in Geneva that the company was not planning job cuts in Europe and is still counting on "six figure volume" on the continent in 2009 as well as a six percent market share against 5.3 percent last year.
The German market had proved to be exceptional in February, he added. Germany is offering owners of ageing vehicles incentives to scrap their vehicles if they buy a new car, in a bid to cushion the economic crisis.
yellow
Forumer attivo
Ricostituenti 
in arrivo per l'auto ( anche per Fiat ) :
12.03.09 14:01 - Auto: Fiat, Bmw e Daimler tra societa' per contributi Bei
BRUXELLES (MF-DJ)--La Bei ha approvato un finanziamento da 3 miliardi di euro per il settore auto europeo.
Unaltro possibile prestito dal valore di 2,8 miliardi di euro verra' preso in considerazione sempre dalla Bei tra aprile e maggio.
Tra le societa' ad usufruire dei prestiti ci sono Fiat, Bmw, Daimler, Peugeot-Citroen, Renault e Volvo.
in arrivo per l'auto ( anche per Fiat ) :12.03.09 14:01 - Auto: Fiat, Bmw e Daimler tra societa' per contributi Bei
BRUXELLES (MF-DJ)--La Bei ha approvato un finanziamento da 3 miliardi di euro per il settore auto europeo.
Un
altro possibile prestito dal valore di 2,8 miliardi di euro verra' preso in considerazione sempre dalla Bei tra aprile e maggio. Tra le societa' ad usufruire dei prestiti ci sono Fiat, Bmw, Daimler, Peugeot-Citroen, Renault e Volvo.
Imark
Forumer storico
Pesante ed inattesa nelle sue dimensioni la perdita operativa accusata da BMW nel Q4/2008, tale da abbattere in misura consistente l'utile operativo dell'intero 2008 rispetto a quello conseguito nell'anno precedente.
E tuttavia le misure adottate, che hanno portato a stimare perdite consistenti in conseguenza di un abbattimento del valore dei veicoli ritornati da contratti di leasing piuttosto che di valutazioni di recupero ridotte su crediti di scarsa qualità, appaiono improntate ad una politica di bilancio conservativa.
Il margine di utile operativo (EBIT margin) della produzione automobilistica cade nel 2008 all'1,4% per BMW.
Il volume delle vendite di BMW risulta nel 2008 in calo del 4,3% y-o-y.
Si paga lo scotto delle vendite spinte dal credito facile negli anni passati soprattutto su mercati quale quello USA ... ora che il tempo delle "comode rate" per tutti sembra al tramonto, gli analisti del settore automotive si starebbero interrogando, secondo la Reuters, sulle reali prospettive di crescita del segmento premium.
Prima o poi doveva succedere...
Reuters, Thursday March 12 2009
* Q4 EBIT swings to 718 million euros loss, misses forecasts
* 2008 EBIT plunges to 921 million euros vs 4.2 bln
* Proposes cutting div to 30 cents per common share
* Reiterates no plans to take Opel stake
* Shares fall as much as 12 percent (Adds Q4 details from statement, market reaction)
FRANKFURT, March 12 (Reuters) - BMW, the world's largest premium carmaker, swung to a fourth-quarter operating loss as extra provisions for falling used-car values and bad debts took their toll.
The 718 million euro ($917.4 million) operating loss was much wider than market expectations of 103 million euros and sent BMW's shares down nearly 12 percent on Thursday.
BMW said it booked an extra 931 million euros in risk provisions in the fourth quarter for falling used-car values and bad debts plus 197 million for one-off personnel expenses, such as the cost of cutting jobs, as the bottom fell out of car markets.
It proposed cutting its 2008 dividend on common stock to 0.30 euro from 1.06 euros.
"The raw numbers were not that bad but the provisions were much worse than expected," said Oliver Kammerer, analyst at WestLB.
Full-year group earnings before interest and tax (EBIT) fell 78 percent to 921 million euros. Group provisions for weak used car prices and for bad debts were nearly 2 billion euros. Its shares pared losses to trade down 4.5 percent at 21.905 euros by 1227 GMT while the DJ Stoxx European car sector index was off 2.1 percent.
"We estimate that the bulk of (Q4) charges was related to provision for residual values. This is clearly negative with respect to our estimates of around EUR 250m and we believe that we will see further charges in FY 2009," DZ Bank analyst Jasko Terzic said.
BMW also reiterated it has no plans to take a stake in stricken U.S. carmaker General Motor's Opel unit. BMW's core automotive division had a 2008 EBIT margin of 1.4 percent -- or 4.2 percent excluding one-offs -- far below the 8.1 percent at VW's premium brand Audi or the 4.4 percent at Daimler's Mercedes-Benz Cars division.
Demand for BMW's sporty models like the Z4 roadster withered in the last quarter of 2008, forcing the company to reveal a decline of 4.3 percent in group sales volumes last year -- its first annual drop since 1993.
Much like rival Mercedes-Benz, BMW has thrived from the debt-fuelled consumerism in markets like the United States where they aggressively pushed volumes for years with attractively priced leasing deals.
Analysts are now re-evaluating previous assumptions about the premium market's true potential, after access to easy credit has come to a screeching halt.
In addition, increasingly stringent emission requirements are putting a massive strain on R&D budgets for Mercedes and BMW and forcing the carmakers to replace heavier engines that earn fatter margins with smaller motors. (Reporting by Michael Shields, Christiaan Hetzner and Tyler Sitte; Editing by Erica Billingham)
E tuttavia le misure adottate, che hanno portato a stimare perdite consistenti in conseguenza di un abbattimento del valore dei veicoli ritornati da contratti di leasing piuttosto che di valutazioni di recupero ridotte su crediti di scarsa qualità, appaiono improntate ad una politica di bilancio conservativa.
Il margine di utile operativo (EBIT margin) della produzione automobilistica cade nel 2008 all'1,4% per BMW.
Il volume delle vendite di BMW risulta nel 2008 in calo del 4,3% y-o-y.
Si paga lo scotto delle vendite spinte dal credito facile negli anni passati soprattutto su mercati quale quello USA ... ora che il tempo delle "comode rate" per tutti sembra al tramonto, gli analisti del settore automotive si starebbero interrogando, secondo la Reuters, sulle reali prospettive di crescita del segmento premium.
Prima o poi doveva succedere...
Reuters, Thursday March 12 2009
* Q4 EBIT swings to 718 million euros loss, misses forecasts
* 2008 EBIT plunges to 921 million euros vs 4.2 bln
* Proposes cutting div to 30 cents per common share
* Reiterates no plans to take Opel stake
* Shares fall as much as 12 percent (Adds Q4 details from statement, market reaction)
FRANKFURT, March 12 (Reuters) - BMW, the world's largest premium carmaker, swung to a fourth-quarter operating loss as extra provisions for falling used-car values and bad debts took their toll.
The 718 million euro ($917.4 million) operating loss was much wider than market expectations of 103 million euros and sent BMW's shares down nearly 12 percent on Thursday.
BMW said it booked an extra 931 million euros in risk provisions in the fourth quarter for falling used-car values and bad debts plus 197 million for one-off personnel expenses, such as the cost of cutting jobs, as the bottom fell out of car markets.
It proposed cutting its 2008 dividend on common stock to 0.30 euro from 1.06 euros.
"The raw numbers were not that bad but the provisions were much worse than expected," said Oliver Kammerer, analyst at WestLB.
Full-year group earnings before interest and tax (EBIT) fell 78 percent to 921 million euros. Group provisions for weak used car prices and for bad debts were nearly 2 billion euros. Its shares pared losses to trade down 4.5 percent at 21.905 euros by 1227 GMT while the DJ Stoxx European car sector index was off 2.1 percent.
"We estimate that the bulk of (Q4) charges was related to provision for residual values. This is clearly negative with respect to our estimates of around EUR 250m and we believe that we will see further charges in FY 2009," DZ Bank analyst Jasko Terzic said.
BMW also reiterated it has no plans to take a stake in stricken U.S. carmaker General Motor's Opel unit. BMW's core automotive division had a 2008 EBIT margin of 1.4 percent -- or 4.2 percent excluding one-offs -- far below the 8.1 percent at VW's premium brand Audi or the 4.4 percent at Daimler's Mercedes-Benz Cars division.
Demand for BMW's sporty models like the Z4 roadster withered in the last quarter of 2008, forcing the company to reveal a decline of 4.3 percent in group sales volumes last year -- its first annual drop since 1993.
Much like rival Mercedes-Benz, BMW has thrived from the debt-fuelled consumerism in markets like the United States where they aggressively pushed volumes for years with attractively priced leasing deals.
Analysts are now re-evaluating previous assumptions about the premium market's true potential, after access to easy credit has come to a screeching halt.
In addition, increasingly stringent emission requirements are putting a massive strain on R&D budgets for Mercedes and BMW and forcing the carmakers to replace heavier engines that earn fatter margins with smaller motors. (Reporting by Michael Shields, Christiaan Hetzner and Tyler Sitte; Editing by Erica Billingham)