Arndt Ellinghorst

Is the stock-market correct to write off carmakers?

Arndt Ellinghorst
Chief Growth Officer, QuantCo, Value from Data

Isn’t Autos a funny industry – the fewer cars OEMs sell, the more money they make. The current pandemic and semi shortage have forced OEMs to produce fewer cars, which has lifted pricing, mix and residual values. Recent earnings, margins and cash flows were the highest in automotive history.
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