Obbligazioni societarie Monitor bond case automobilistiche e accessorio auto (8 lettori)

Imark

Forumer storico
Renault comunica alcuni dati semestrali sull'andamento delle vendite rispetto a quello dei mercati automobilistici mondiali. Il calo è sostanzialmente "in linea", sebbene superiore per il marchio Renault (21,5% contro 16,5%) la cui modesta performance è integrata dal marchio Dacia, in robusta crescita di vendite.

Con quali ritorni in termini di impatto su fatturato e margine del gruppo francese sarà da vedere...

Incidentalmente la Reuters postata è importante perché dà conto dell'andamento delle vendite sul mercato europeo a giugno, in crescita del 2,4% sul corrispondente mese dello scorso anno, in calo dell'11% se si valuta il primo semestre in rapporto con quello dello scorso anno e con l'effetto degli incentivi in via di affievolimento...

Renault first half sales drop less than market

Fri Jul 17, 2009 3:05am EDT

PARIS (Reuters) - French carmaker Renault (RENA.PA) said passenger car sales fell 13.7 percent in the first half, but its market share edged up and it achieved "significantly positive free cash flow" in the first six months of the year.

Renault said total vehicle sales -- including passenger cars and light commercial vehicles -- were down 16.5 percent worldwide, in a market that fell by the same amount, leaving its overall market share stable at 3.7 percent.

Renault brand sales were down 21.5 percent in the first six months, with car sales 19.1 percent lower and light commercial vehicles (LCV) posting a 33.2 percent drop. Renault launched five new models in the first half, including versions of its best-selling Megane range and a new Clio.

Renault's Romania-based Dacia brand -- which makes the low-cost Dacia and Sandero models -- saw a 22.9 percent increase in passenger car sales to 146,160 units, but LCV sales were down 13.7 percent.

In the world passenger car market, where the Renault-Nissan alliance ranks 4th, group sales were down 13.7 percent, at 969,361 units, in an overall market 15.6 percent lower.

The group's market share in passenger cars rose 0.1 points to 4.3 percent.
Renault's larger rival PSA Peugeot Citroen last week said its first half sales -- including kits of completely knocked-down (CKD) kits which are sold for assembly in other markets -- fell 14 percent in the first six months.

European car sales rose 2.4 percent in June, but were down 11 percent over the first six months of the year, industry association ACEA said earlier this week. The June increase was linked to scrapping incentives -- whereby governments allocate cash to pay drivers bonuses for trading in old cars for newer greener models -- the association said.

(Reporting by James Regan and Helen Massy-Beresford, editing by Marcel Michelson)
 

troppidebiti

Forumer storico
Prosegue intanto la marcia trionfale del mercato automobilistico cinese, sempre più saldamente issato al primo posto mondiale per il volume di vendite. Il dato di giugno segna un'ulteriore accelerazione delle vendite, la performance mensile più brillante dall'inizio del 2009: + 36,5% di aumento rispetto allo stesso mese del 2008, ovvero 1,14 milioni di auto vendute.

Con giugno il bilancio del primo semestre arriva a 6,10 milioni di vetture vendute, in aumento del 17,7% sui primi sei mesi dell'anno precedente. A questo punto è ragionevole prevedere che nell'intero 2009 il mercato cinese superi la soglia degli 11 milioni di vendite, con un balzo del 17% rispetto al 2008 (quando ne furono venute 9,38 milioni). Si allarga così il divario con il mercato degli Stati Uniti, un tempo il più importante del mondo, che nel 2009 dovrebbe fermarsi a 9,7 milioni di auto vendute.


:rolleyes::rolleyes::rolleyes:


rampini
 

Imark

Forumer storico
Volkswagen si compra l'intera Porsche per 8 mld euro (liquidità VW, addio... :-o) il perpetual Porsche $ fa il botto... :lol: e figurarsi se i Porsche e i Piech si cavavano di tasca loro 5 mld euro... come si dice a Stoccarda: "Acca' nisciun é fess" ... :lol: :lol:

VW to pay $11.28 billion for all of Porsche: report

Sat Jul 18, 2009 9:45pm EDT

FRANKFURT (Reuters) - Porsche SE's (PSHG_p.DE) controlling families will agree on Thursday to accept an offer by Volkswagen (VOWG.DE) to buy its sports car business Porsche AG for roughly 8 billion euros ($11.28 billion), Der Spiegel reported on Saturday.

Germany's leading weekly magazine wrote that the rival Porsche and Piech clans, which own 100 percent of Porsche SE votes, will approve the two-stage takeover at a supervisory board meeting on July 23.
Volkswagen would purchase a 49.9 percent stake in Porsche AG and at a later date acquire the rest, in a deal that would create an integrated automotive group with 10 brands under the leadership of the Wolfsburg-based carmaker.

The sale would help Porsche SE pay off most of its debt, which two sources told Reuters has ballooned to considerably more than 10 billion euros.

Der Spiegel also said embattled Porsche SE and Porsche AG Chief Executive Wendelin Wiedeking is negotiating over a severance package that could total more than 100 million euros. In the meantime, production chief Michael Macht will replace him as head of Porsche AG, the magazine reported.

On Thursday, Wiedeking rejected speculation he was about to leave the group.

Asked on Saturday whether the two families have reached a decision for the July 23 board meeting, Porsche spokesman Anton Hunger said "we have not been informed of one," adding that the Spiegel report was speculation that the company would not comment on.

Separately rival German weekly magazine Focus reported that Volkswagen's powerful chairman and part-owner of Porsche, Ferdinand Piech, plans to remove Wiedeking on Thursday from the influential six-man steering committee on the VW supervisory board.

The vacancy could open up the opportunity for Piech's cousin and rival, Wolfgang Porsche, VW supervisory board member and Porsche SE chairman, to replace Wiedeking in the committee as a representative of his side of the family.

The grandfather of Wolfgang Porsche and Ferdinand Piech was Ferdinand Porsche, designer of the Beetle and founder of Volkswagen.
(Reporting by Christiaan Hetzner; Editing by Victoria Main)
 

troppidebiti

Forumer storico
Volkswagen si compra l'intera Porsche per 8 mld euro (liquidità VW, addio... :-o) il perpetual Porsche $ fa il botto... :lol: e figurarsi se i Porsche e i Piech si cavavano di tasca loro 5 mld euro... come si dice a Stoccarda: "Acca' nisciun é fess" ... :lol: :lol:

VW to pay $11.28 billion for all of Porsche: report

Sat Jul 18, 2009 9:45pm EDT

FRANKFURT (Reuters) - Porsche SE's (PSHG_p.DE) controlling families will agree on Thursday to accept an offer by Volkswagen (VOWG.DE) to buy its sports car business Porsche AG for roughly 8 billion euros ($11.28 billion), Der Spiegel reported on Saturday.

Germany's leading weekly magazine wrote that the rival Porsche and Piech clans, which own 100 percent of Porsche SE votes, will approve the two-stage takeover at a supervisory board meeting on July 23.
Volkswagen would purchase a 49.9 percent stake in Porsche AG and at a later date acquire the rest, in a deal that would create an integrated automotive group with 10 brands under the leadership of the Wolfsburg-based carmaker.

The sale would help Porsche SE pay off most of its debt, which two sources told Reuters has ballooned to considerably more than 10 billion euros.

Der Spiegel also said embattled Porsche SE and Porsche AG Chief Executive Wendelin Wiedeking is negotiating over a severance package that could total more than 100 million euros. In the meantime, production chief Michael Macht will replace him as head of Porsche AG, the magazine reported.

On Thursday, Wiedeking rejected speculation he was about to leave the group.

Asked on Saturday whether the two families have reached a decision for the July 23 board meeting, Porsche spokesman Anton Hunger said "we have not been informed of one," adding that the Spiegel report was speculation that the company would not comment on.

Separately rival German weekly magazine Focus reported that Volkswagen's powerful chairman and part-owner of Porsche, Ferdinand Piech, plans to remove Wiedeking on Thursday from the influential six-man steering committee on the VW supervisory board.

The vacancy could open up the opportunity for Piech's cousin and rival, Wolfgang Porsche, VW supervisory board member and Porsche SE chairman, to replace Wiedeking in the committee as a representative of his side of the family.

The grandfather of Wolfgang Porsche and Ferdinand Piech was Ferdinand Porsche, designer of the Beetle and founder of Volkswagen.
(Reporting by Christiaan Hetzner; Editing by Victoria Main)


avevo letto anche io questa news

detto brutalmente: ma che se ne fa Wv di porsche?

è una operazione per pararsi il popò e far capire chi comanda:-?


il settore gioca con miliardi e miliardi di indebitamento scherzano con il fuoco...

c' è anche da considerare il progressivo impoverimento del ceto medio europeo (e un deciso miglioramento dei trasporti pubblici) che difficilmente potrà permettersi auto nuove magari con un bel finanziamento taeg 8%:lol:
 

Imark

Forumer storico
avevo letto anche io questa news

detto brutalmente: ma che se ne fa Wv di porsche?

è una operazione per pararsi il popò e far capire chi comanda:-?


il settore gioca con miliardi e miliardi di indebitamento scherzano con il fuoco...

c' è anche da considerare il progressivo impoverimento del ceto medio europeo (e un deciso miglioramento dei trasporti pubblici) che difficilmente potrà permettersi auto nuove magari con un bel finanziamento taeg 8%:lol:

Le due famiglie controllavano già il 51% di VW, ma per acquistarlo per tramite di Porsche avevano coperto di debiti la società... allora hanno ben pensato di farla scalare dalla ex preda VW, onde poterla salvare... ;)

Per la gioia degli obbligazionisti VW, che si vedono la ricca dotazione di cash adoperata per comprarsi una Porsche che con i suoi conti zavorrerà VW per un bel po'... ;)
 

Imark

Forumer storico
Ww compra porsche sgancia la grana porsche ripaga i debiti il quatar sale al 20% di ww e vissero tutti felici e contenti:lol:

Sì, con il Quatar gli dovrebbero tornare indietro 4 mld euro... ;) si potranno fare i conti per bene quando si sarà capito con che quota entrano... però resta che VW stava meglio prima (e senza Porsche) ...
 

ricpast

Sono un tipo serio
questo in gran spolvero oggi e con volumi interessanti...
:-?

chissà chi ce l'ha in portafoglio.....
:mumble:

:fiu:

:rasta:
 

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