2023 Autos outlook – Pricing, Production and electrification
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RBC Capital Markets’ Equity Research team has reduced 2023/2024 Auto OEM estimates below consensus on price normalization, arguing this could start to happen in H2/23. RBC is also increasingly cautious on tires given a softening replacement market but mildly positive on trucks.
More Episodes
In this episode of RBC’s Industries in Motion, Ken Herbert (Aerospace & Defense Analyst) and James McGarragle (Canadian Airlines & Aerospace and Diversified Industrials Analyst) discuss with Walter Spracklin (Canadian Research Management and Co-Head of Global Industrials Research) their...
Published 08/15/24
Published 08/15/24
RBC’s 9th Financial Technology Conference brought home how far the sector has evolved. In the latest episode of Industries in Motion, Financial Technology Analyst Dan Perlin highlights the diversity of today’s industry and explores the trends that indicate where it will go next.
Published 08/15/24
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