Volkswagen AG

VOW: XETR (DEU)

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Volkswagen: Downward Revision on US Import Tariffs and Permanently Lower Chinese Demand

Rella Suskin

Apr 24, 2025

Despite continued uncertainty looming over US import tariffs affecting European automakers, we update our fair value estimate to reflect tariff implications. We also revise our long-term growth assumptions for the European automakers in China.

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Volkswagen AG

Volkswagen: Downward Revision on US Import Tariffs and Permanently Lower Chinese Demand

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