Arndt Ellinghorst - Evercore ISI

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Last quote by Arndt Ellinghorst

These are attempts to stay relevant in the public domain. The way people consume products and brands is changing. The days when it was enough to lure consumers to shows with half-dressed girls on car bonnets are long gone.feedback
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Sep 07 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Arndt Ellinghorst is associated, including VW, China, and story. Most recently, Arndt Ellinghorst has been quoted saying: “The government's most effective way to help VW and prepare the business for the future would be to liberate the company from excessive political influence. If the government would sell its 20 percent capital stake in VW, it would be the biggest bull signal for investors.” in the article German state conservatives take tougher line on VW oversight.
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Arndt Ellinghorst quotes

Feb 09 2017 - Volkswagen scandal

VW works hard on its own disruption.feedback

Feb 07 2017

As a result, we believe the French have limited recourse or actions which could be taken.feedback

Oct 21 2016

Daimler's turnaround of the Mercedes brand has been exceptional but we feel that this is well understood and leaves little room for positive surprises or indeed unrecognized earnings momentum.feedback

Oct 17 2016 - Volkswagen scandal

We welcome the fact that all parts of VW are looking to lower their excessively high costs.feedback

Sep 16 2016 - Volkswagen scandal

VW is the single biggest turnaround opportunity among global carmakers.feedback

Sep 06 2016 - Volkswagen scandal

A more global company with exposure to the profitable North American market will make for a better story should VW look to IPO its trucks business in the future.feedback

Aug 23 2016 - Volkswagen scandal

Given the slowdown of VW sales (excluding China), the brand certainly needs to slightly trim production levels.feedback

Aug 02 2016

We find it quite remarkable that BMW is effectively the most profitable and stable German premium carmaker despite lower mix and an older fleet compared to its peers in Ingolstadt and Stuttgart.feedback

Jul 27 2016 - PSA Group

This was a very strong result, and Tavares continues to make significant headway in transforming the company.feedback

Jul 20 2016 - Volkswagen scandal

We continue to believe that the market is complacent with respect to the amount and speed of change that the VW new management team is currently implementing.feedback

Apr 21 2016 - Volkswagen scandal

We welcome the fact that VW appears to be pursuing a broad compensation program.feedback

Apr 20 2016 - EPA

It would be a major positive trigger for the stock if VW quantified the total potential cost of the diesel affair.feedback

Apr 05 2016 - PSA Group

We don't believe the plan will have PSA investors ecstatic.feedback

Mar 09 2016

The lack of any special dividend and the flat payout ratio disappoint.feedback

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