Global Autos: J.P. Morgan Weekly Research & Events

Research evidence excerpt

Global Autos: J.P. Morgan Weekly Research & Events

Jose M Asumendi AC Europe Equity Research

(44-20) 7742-5315 24 May 2026 J P M O R G A N

jose.m.asumendi@jpmorgan.com

European Autos - Jose Asumendi

Stellantis - CMD Financial targets

Mercedes-Benz Group AG - Launch of the All-Electric Mercedes-AMG GT 4-Door

Coupé

Stellantis - First Glance Investor Day 2026

JPM Autos Tracker - Global Car Production: Quarterly Outlook Revisions: NA Upward

in Q2, China/Europe/NA Downward in Q3

European Autos - Akshat Kacker

European Trucking - ACT Research Meeting: Key Takeaways from the US team and

Our Key Ideas

Inchcape - Silver Star Acquisition: Strengthening Bulgaria and Deepening Mercedes-

Benz Partnership

US Autos - Rajat Gupta

Ford Motor - EDF Deal Kick Starts BESS Initiative; Sharp Execution on Capacity

Ramp Could Drive Meaningful Value Accretion Over-Time with Positive Feedback into

UEV Margins

Japan Autos - Akira Kishimoto

Suzuki Motor (7269) - MSIL to raise prices by up to INR30,000 from June

Nifco (7988) - MTP announced: Growth strategy is clear, but significant changes in

capital policy unlikely in Phase 1

Koito Manufacturing (7276) - LiDAR business briefing: Looks to improve earnings by

focusing on infrastructure, construction and industrial machinery areas

Toyota Motor (7203) - External environment changing but strategy unwavering

Korean Autos - Sonny Lee

Korea Autos - Hyundai Motor Group reiterates robotics vision at our Boston TMC

conference

China Autos - Nick Lai

NIO - A solid beat in 1Q26 and upbeat in 2026

India Autos - Amyn Pirani

Samvardhana Motherson International - Emerging businesses should drive revenue

momentum; Maintain OW

Samvardhana Motherson International - First Take: A strong 4QFY26 beat across the