Global Autos Daily: Market Update

Research evidence excerpt

Global Autos Daily: Market Update

Deutsche Bank

Research

Europe Strategy Date

29 June 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

Porsche Cayenne production move, VW Bosch partnership, Head of European Equity Research

Alfen CFO stepdown, Goodyear CFO Transition, Visteon

Investor Day feedback, Germany Blog - Faster infrastructure Christoph Laskawi

Research Analyst

spending, Europe Blog - June HICP preview, US Economic

Chartbook - Inflation Outlook, Investor Positioning and Nicolai Kempf

Flows - Choppy Rotation Research Analyst

Edison Yu

INVITES: Ferrari Expert call (7/9), Truck'n'Roll - Truck IAA Research Analyst

Field trip (9/15-16) Bin Wang

Porsche weighs Cayenne plant move to Leipzig, demands wage cuts (Kempf) Nikita Papaccio

Porsche is reportedly planning to move all Cayenne SUV production from Bratislava Research Analyst

to Leipzig, a move aimed at securing the Leipzig plant's long-term utilization. This

Winnie Dong

relocation, reported by FAZ, is contingent on German employees accepting

significant wage reductions, as Slovakian wages are considerably lower. This

internal Porsche shift comes amidst a broader, radical restructuring at its parent Laura Li

company, Volkswagen, which includes significant potential job cuts of and the Research Associate

potential closure of several German plants, according to Manager Magazin. James Mulholland, CFA

Porsche CEO Michael Leiters, under pressure from investors for faster Research Associate

restructuring, is focusing on simplifying the product portfolio by reducing variants Wei Huang

while expanding high-margin models, including both classic sports cars and large Research Associate

SUVs. Overall, we would expect more details on these measures during the CMD

Mira Wiegratz

which is scheduled for October.