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
    37 Documents
    20 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    Increasing home sales will reduce problem loans and provisions from the real estate sector, but state-owned banks are taking mis-priced unseasoned risk
    20 JAN 2020|Sector Comment|MOODY'S INVESTORS SERVICE
    Despite the negative effect on profitability, the provisions are relatively low against total exposures to foreign-currency mortgages.
    10 JAN 2020|Research Announcement|MOODY'S INVESTORS SERVICE
    Starting with fiscal year ending December 31, 2019, Moody's will require local governments to provide signed audits.
    17 DEC 2019|Sector Comment|MOODY'S INVESTORS SERVICE
    EBA action plan on sustainable finance will have a number of credit implication for EU banks, although the long-term plan rollout means that the short-term credit effects will be limited.
    Our 2020 outlook for global automotive manufacturers and parts suppliers is negative, driven by our expectations of a continued decline in global light vehicle sales.
    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.