Why Evercore Is Skeptical of Daimler's Trade War Excuse

The transcript discusses the risk assessment by a company regarding potential tariffs and their impact on German OEMs, particularly Daimler. It highlights the challenges faced by the auto industry, including market conditions, tech disruptions, and an aging product portfolio. The discussion also covers Daimler's strategy and the pressures from competitors like BMW and Audi.

What is the estimated risk percentage mentioned by the company regarding the passing of tariffs?

• 30%

• 50%

• 70%

• 90%

Why is Daimler not considered to be misleading its investors?

• They are following their rulebook.

• They have a clear communication strategy.

• They have increased their sales.

• They have no market challenges.

What are some of the challenges faced by Daimler in the current market?

• Decreasing raw material costs

• Lack of competition

• Increasing market prices

• Tech disruptions in the auto industry

What is a significant factor affecting Daimler's product portfolio?

• Introduction of new models

• Decrease in production costs

• Increase in market share

• Aging of existing products

How is Daimler's product portfolio compared to its competitors?

• It has a higher market share.

• It is less diverse.

• It is aging while competitors launch new products.

• It is more innovative.