Global Autos Daily: The Morning News

Research evidence excerpt

Global Autos Daily: The Morning News

Deutsche Bank

Research

Europe Strategy Date

28 May 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

Automotive conference feedback, European Champions Head of European Equity Research

Conference key takes, Rheinmetall conference feedback,

Robosense - Q1 margin miss Christoph Laskawi

Research Analyst

INVITE: Truck'n'Roll - Truck IAA Field trip (9/15-16) Nicolai Kempf Research Analyst

European Automotive - dbAccess European Champions Conference feedback Edison Yu

(Rokossa) Research Analyst

This week, we have hosted a broad set of companies within our European Bin Wang

Automotive coverage at the dbAccess European Champions Conference. Overall, Research Analyst

the messaging from the OEMs was in line with previous communication. Europe

Nikita Papaccio

remains constructive with new models supporting the momentum. The US is solid

with tariffs impacting the imported vehicles. China, however, stays muted with no

signs of improvements. For Tires, discussions have confirmed recent messaging on Winnie Dong

raw material impacts and mitigation efforts and in part even pointed to a somewhat Research Analyst

better than expected Q2-26 performance. AutoParts discussion focussed on future Laura Li

growth opportunities within Automotive but also non automotive opportunities Research Associate

that can be captured. Short term demand is holding up reasonably well which James Mulholland, CFA

matches the communication of the sector overall. (See details here) Research Associate

Wei Huang

dbAccess European Champions Conference - Key Takeaways from hosting the Research Associate

European C-Suite (Rokossa)

This week, we hosted the 29th annual dbAccess European Champions Conference Mira Wiegratz