Automobiles French Community

Executive Summary – Stellantis N.V. (H1 2025 Update) Consensual target price €10.50 per share (range €8.50 – €11.00) ➡️ Based on institutional consensus (JPMorgan €11, Morgan Stanley €8.50, Wolfe Research €6) and the H1 2025 results review, together with our internal analysis. Narrative supporting the target price 1.Read more

Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.Read more

Key Takeaways Overly optimistic growth and margin expectations may not materialize due to market volatility, EV transition, and risks from global automotive shifts. Exposure to China and capital demands for innovation, regulations, and supply chains could pressure both revenue stability and future cash flow.Read more

Key Takeaways Expansion of high-margin service, sustainability leadership, and integration with electric vehicle makers positions Michelin for superior growth, pricing power, and smoother earnings. Accelerated margin improvement, strong cash flow, and underleveraged balance sheet enable rapid restructuring gains and acquisition-driven diversification beyond tires.Read more

Key Takeaways Weakness in the electrification segment and order cancellations have heightened risk to future top-line performance and growth prospects. Rising geopolitical risks and high investment needs, combined with industry volatility, threaten both margins and market share retention.Read more

Key Takeaways Shifting market trends and evolving OEM demands threaten core product relevance, limiting growth prospects and shrinking total addressable market for traditional automotive interiors. High debt levels, supply chain disruptions, and mounting regulatory pressures significantly constrain profitability, restrict investment in innovation, and risk ongoing margin compression.Read more

Key Takeaways Accelerated product launches, cost efficiencies, and disciplined inventory management are set to drive significant gains in market share, revenues, and operational margins. Strong performance in direct sales and connected vehicle technologies positions Renault to capture recurring revenues and capitalize on evolving urban mobility trends.Read more

Key Takeaways Integration of core business units and innovative product offerings will drive sustained margin expansion, revenue growth, and greater earnings resilience versus competitors. Strong demand from advanced mobility trends and global OEM contracts, especially in Asia and India, positions the company for outsized market share and profit gains.Read more

Key Takeaways Acceleration of cost-saving initiatives, digitalization, and sustainability integration position Forvia for stronger profitability and margin expansion well beyond current market expectations. Strategic partnerships, cross-selling with Chinese OEMs, and advanced vehicle software ecosystem support sustained global growth and new premium revenue streams.Read more