2023 Autos outlook – Pricing, Production and electrification

Update: 2023-03-03

Description

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.

Comments

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2023 Autos outlook – Pricing, Production and electrification

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2023 Autos outlook – Pricing, Production and electrification

RBC Capital Markets

2023 Autos outlook – Pricing, Production and electrification