汽车行业研究报告-英文版(ppt 67页)
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汽车行业研究报告-英文版内容简介：
Global Dilemma: Most participants spending for growth yet the industry does not grow.Demand growth is likely to be modest despite economic recovery.Competitive pressures are likely to remain difficult.Weaker dollar could level provide some offset.Higher rates create risk of weaker demand, weaker mix and lower finance company earnings.Big Three opportunity: Actual quality is better than perceived quality.
Slow growth & excess capacity suggest deflation / revenue pressures are likely to continue.Not everybody can be a winner.Winners will be low cost producers who deliver a good product that consumers are willing to pay for.
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