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Volkswagen:Quarterly Results/2025 Q2: Difference between revisions
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* Neutral; €84->€92, UBS [https://www.investing.com/news/stock-market-news/ubs-lifts-european-auto-stock-targets-as-tariff-impact-eases-4120690 said] the US tariffs are likely to have had less severe impact on European automakers in Q2 than initially feared. It raised its 2025 global light vehicle production (LVP) projection by 3% to 90.4 million units and its 2026 forecast by 2% to 90.9 million, citing improved volume trends in China and US due to reduced impact of the tariffs. | * Neutral; €84->€92, UBS [https://www.investing.com/news/stock-market-news/ubs-lifts-european-auto-stock-targets-as-tariff-impact-eases-4120690 said] the US tariffs are likely to have had less severe impact on European automakers in Q2 than initially feared. It raised its 2025 global light vehicle production (LVP) projection by 3% to 90.4 million units and its 2026 forecast by 2% to 90.9 million, citing improved volume trends in China and US due to reduced impact of the tariffs. | ||
* Buy (preference shares), €139: Warburg Research [https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-warburg_research_1012195 said] Volkswagen is one of the companies they expect to issue profit warning once the White House announces tariffs on the EU in July. | * Buy (preference shares), €139: Warburg Research [https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-warburg_research_1012195 said] Volkswagen is one of the companies they expect to issue profit warning once the White House announces tariffs on the EU in July. | ||
* Buy, €139-> €146: Analyst Fabio Hölscher of Warburg Research [https://www.finanzen.net/analyse/volkswagen_vw_vz_buy-warburg_research_1015106 said] the last three months are likely to have been dominated by tariffs and special effects. | |||
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