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02.02.26 - 20:36
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Disney Warns on Outlook as CEO Shift Nears | Open Interest 2/2/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A meltdown in metals rattles markets, setting off a domino effect in stocks as investors brace for a possible Warsh-led Fed. In AI, Oracle eyes a massive $50-billion funding push while Nvidia's CEO cools expectations around OpenAI. And on earnings—Disney's outlook disappoints as a new CEO contender emerges, while Porsche weighs cutting electric sports cars to rein in costs. (Source: Bloomberg)...
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30.01.26 - 06:06
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Exclusive: Tariffs and trade talks shape Suntek Motor′s outlook for Taiwan′s auto market (Digitimes)
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Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected to outperform in 2026, the company does not view growth as merely a matter of securing larger allocations from overseas manufacturers. Instead, Suntek is pursuing a rolling, quarter-by-quarter operational strategy designed to manage inventory risk—an approach shaped by recent market volatility....
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27.01.26 - 18:01
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Porsche Refines China Strategy as Sales Halve in Shifting Auto Market (Caixin)
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Porsche AG's sales in China slumped for the fourth straight year in 2025, tumbling to 42,000 units — less than half the 96,000 vehicles the German luxury carmaker delivered at its 2022 peak — as it struggles with what its China chief called a “perfect storm” of economic strain and intensified domestic competition.
... Read more...
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16.01.26 - 14:24
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Porsche Sales Plunge Most In 16 Years (ZeroHedge)
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Porsche Sales Plunge Most In 16 Years
Porsche AG shares in Germany are headed for their steepest weekly decline since trading began in late 2022, after the 911 maker reported that vehicle sales in the 2025 selling year fell to their lowest level in 16 years.
The 911 maker announced earlier that it delivered 279,449 vehicles to customers worldwide in 2025, down 10% from 310,718 in 2024. This marked the largest annual drop in deliveries since the 2009 financial crisis roiled global markets and crushed consumer sentiment.
"After several record years, our deliveries in 2025 were below the previous year's level. This development is in line with our expectations and is due to supply gaps for the 718 and Macan combustion-engined models, the continuing weaker demand for exclusive products in China, and our value-oriented supply management," Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche, wrote in a statement.
Porsche's troubles are not dissimilar to thos...
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14.12.25 - 08:24
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Sales of high-end cars tumble in China as affordable local brands trump European marques (SCMP)
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Chinese demand for foreign luxury cars is waning as customers opt for more affordable Chinese brand models, often sold at big discounts, catering to their taste for fancy electronics and comfort.
That is bad news for European carmakers like Porsche, Aston Martin, Mercedes-Benz and BMW that have long dominated the upper reaches of the world's largest auto market.
A prolonged property downturn in China has left many consumers with little appetite for big purchases. Meanwhile, the well-to-do are......
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