Automotive Sector Transformation
The automotive sector is undergoing a fundamental shift in terms of how cars are made, used and financed. Driven by technology, sustainability and changing consumer preferences, this transformation will have major ramifications for sectors globally.
  • Reports
    33 Documents
    12 NOV 2019|Sector In-Depth|MOODY'S INVESTORS SERVICE
    Although growing fleet oversupply amid weaker cargo volumes will weigh on gondola car operators' profitability, the largest firms' credit quality should remain solid through 2020.
    08 NOV 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    The measure would be credit negative for Moody's-rated German asset-backed securitizations backed by €30 billion of outstanding vehicle financing.
    04 NOV 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    The Fiat Chrysler and Peugeot proposed merger is credit positive for auto ABS sponsored by a consolidated captive finance company of the new group.
    04 NOV 2019|Sector In-Depth|MOODY'S INVESTORS SERVICE
    The median score for the 20 leading automakers we examined in this report is CT-6, indicating moderate positioning for carbon transition on our 10-point CTA scoring scale.
    31 OCT 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    The proposed merger of Fiat Chrysler Automobiles N.V. and Peugeot S.A. and the planned merger of Hitatchi Ltd. and Honda Motor Co. Ltd.'s auto parts businesses would be credit negative.
    17 OCT 2019|Issuer Comment|MOODY'S INVESTORS SERVICE
    GM/UAW contract agreement should forestall the possibility of untenable near-term losses and preserve long-term operating flexibility for the automaker.
    11 OCT 2019|Issuer In-Depth|MOODY'S INVESTORS SERVICE
    GM plans to lead in profitable production of electric and driverless cars, but needs a UAW contract that gives it enough flexibility to accomplish that while shifting away from gas engines.
    07 OCT 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    Topics of discussion include technological shifts in the auto sector, market place lending, carbon transition, blockchain technology and their effects on securitisations.
    Our outlook for the N American auto parts industry remains negative with falling vehicle demand, the GM strike, and need to invest in electrification all contributing to our view.
    25 SEP 2019|Sector In-Depth|MOODY'S INVESTORS SERVICE
    GM has sustainable competitive advantage over Ford, particularly in North America and China.