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Consensus Narrative from 10 Analysts
EV Manufacturing Overhauls Will Offset Tariff And Supply Risks
Key Takeaways Intense EV competition, regulatory uncertainty, and trade barriers are pressuring margins, revenue growth, and cash flow. Heavy investment needs and Chinese market exposure heighten risks to earnings stability and capital allocation.
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FV
9.5% overvalued intrinsic discount2.69%
Revenue growth p.a.
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13 days ago author updated this narrative