Global Autos Daily: Market Update

Research evidence excerpt

Global Autos Daily: Market Update

Deutsche Bank

Research

Europe Strategy Date

30 June 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

Nokian Tyres & AML Q2 previews, China NEV weekly Head of European Equity Research

trends,MI/EE Sector Q2 preview, Transportation Leading

Indicators, Fed Notes - Overemphasizing, China Macro - Christoph Laskawi

Research Analyst

2026 H2 Outlook & June PMI, Thematic Research - Q2

Global Markets Survey & Post-Iran Playbook Nicolai Kempf

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

Field trip (9/15-16) Research Analyst

Bin Wang

Nokian Tyres - Q2-26 preview: pass car margin sequentially improving (Laskawi) Research Analyst

Nokian Tyres is set to report Q2-26 numbers on July 17 and will host a conference Nikita Papaccio

call the same day. We model sequential earnings improvements especially in Pass Research Analyst

Car tyres and the usual seasonality of Vianor. As a result of the expected Q2-26

Winnie Dong

numbers, we do not see a need for the company to adjust the FY26 outlook. (See

details here)

Laura Li

Research Associate

Aston Martin Lagonda - Looking for a sequential improvement - Q2 preview

(Kempf) James Mulholland, CFA

Aston Martin is scheduled to report its Q2 results and host a conference call on July Research Associate

29th. We anticipate double-digit year-over-year wholesale volume growth, as the Wei Huang

company has guided for a more balanced product cadence throughout the year. We Research Associate

project 125 Valhalla deliveries, which should be supportive of the product mix,

Mira Wiegratz

though we still expect an overall negative adjusted EBIT. While we expect an

improvement in FCF, it is important to note that this will be impacted by interest

payments in Q2. (See details here)