Volkswagen Analysts Opinions

[Aron]

Consequences of the Trump Presidency for Volkswagen Group

I=3 Market perform, €105: Analyst Daniel Roeska of Bernstein Research said the Trump’s tariff on imports from Canada and Mexico will significantly affect the big three from Detroit (GM, Stellantis and Ford). As such, he assumes that the tariffs will not be applied in practice. He added that Volkswagen imports a relatively large number from Mexico.