Great Wall interessata a FCA

[Davialfa]

52 minuti fa, legacy92 dice:

non è che queste notizie servano a convincere l'amministrazione USA a spingere verso la fusione con GM per evitare di trovarsi i cinesi in casa?

 

 

Probabile, ma spero sempre che non succedano queste cose.. Le ingerenze della politica in aziende private o presunte tali non vanno bene.

vedere ad esempio Fincantieri - Stx

Modificato 21 Agosto 2017 da Davialfa

[nubironaSW]

1 ora fa, nicogiraldi dice:

http://www.repubblica.it/economia/finanza/2017/08/21/news/fca_great_wall_interessata_a_jeep-173492220/?ref=RHPPLF-BH-I0-C8-P1-S1.8-T1

 

si parla di conferme Great Wall per il solo marchio Jeep.

 

spezzatino in vista?

 

Ma va là, terrorista... oppure stai speculando su questi rialzi di borsa? Jeep da sola tiene in piedi tutta la baracca, dubito fortemente che cedano questo brand.

Polo del lusso? Certo, ma Alfa-Maserati-Ferrari e Jeep, così copri l'abc...

 

Sono solo speculazioni per vendere un po' di giornali. Come ha detto @Matteo B. quando leggo "Automotive news molto ben informata" giù mi faccio una risata, poi leggo "Great Wall" rido così forte che mi cedono le gambe... Potrebbe invece essere che se effettivamente qualche società cinese è stata contattata potrebbe essere:

a- per essere acquisita e condividere il know how

b- per organizzare la produzione delle Giulia passo lungo o altri modelli passo lungo, in cina, per il mercato cinese...

 

il resto, solita fuffa estiva... news della alfetta e del suvvone E? Sabato 19 seretta ero davanti a Mirafiori (park Caio Mario per i Torinesi) ma da lì non è uscito neanche un alito di vento, nemmeno le donne delle pulizie...

[pennellotref]

40 minuti fa, nubironaSW dice:

 

Ma va là, terrorista... oppure stai speculando su questi rialzi di borsa? Jeep da sola tiene in piedi tutta la baracca, dubito fortemente che cedano questo brand.

Polo del lusso? Certo, ma Alfa-Maserati-Ferrari e Jeep, così copri l'abc...

 

Sono solo speculazioni per vendere un po' di giornali. Come ha detto @Matteo B. quando leggo "Automotive news molto ben informata" giù mi faccio una risata, poi leggo "Great Wall" rido così forte che mi cedono le gambe... Potrebbe invece essere che se effettivamente qualche società cinese è stata contattata potrebbe essere:

a- per essere acquisita e condividere il know how

b- per organizzare la produzione delle Giulia passo lungo o altri modelli passo lungo, in cina, per il mercato cinese...

 

il resto, solita fuffa estiva... news della alfetta e del suvvone E? Sabato 19 seretta ero davanti a Mirafiori (park Caio Mario per i Torinesi) ma da lì non è uscito neanche un alito di vento, nemmeno le donne delle pulizie...

Praticamente la dirigenza Great Wall col Pres. in testa ha mandato una mail a quelli di Autonews per dir loro che sono interessati a Jeep e che stanno contattando FCA per una eventuale trattativa. Hanno anche detto che, pur essendo "piccoli", i soldi in qualche modo li trovano (non ho dubbi al riguardo......). Su sollecitazione di AN, FCA ha risposto .

 

P.S.: 

 

http://www.autonews.com/article/20170821/GLOBAL03/170829942/china-great-wall-jeep

 

Cita

China's Great Wall sets sights on Jeep

 

Aiming to become 'world's largest SUV maker'

 

August 21, 2017 @ 12:01 am

Larry P. Vellequette

Sharon Silke Carty

Yang Jian

 

More about Great Wall

• Founded: 1984
• Rank: 7th largest automaker in China
• Chinese market share: 3.8%
• 2016 sales: 1.1 million vehicles, with SUVs making up 933,000
• Challenges: Domestic rivals such as Zhejiang Geely Automobile Co. have rolled out a slew of crossovers. Great Wall's sales are up just 2.3% to 460,743 vehicles in the 1st half of the year. Net profit may have plummeted 49% year on year to 2.5 billion yuan ($379 million), according to company estimates.
  
• Brands: Great Wall and Haval
• Global aspirations: In 2008, Great Wall's president, Wang Fengying, told Automotive News China the company expected to sell vehicles in the U.S. by 2013, but that never happened.

Source: Great Wall annual report, Automotive News reporting

 

Chinese automaker Great Wall Motor Co. told Automotive News it is interested in buying the Jeep brand and has reached out to Fiat Chrysler Automobiles to see whether a deal can be negotiated.

The move would slice Jeep from the rest of FCA's brands, leaving question marks over the future of Fiat, Chrysler, Dodge and Ram. FCA already said it would consider splitting Alfa Romeo and Maserati into their own company.

Great Wall President Wang Fengying, listed by Fortune as the seventh most powerful woman in Asia, wrote in an email to Automotive News that Great Wall intends to buy Jeep and is "connecting with FCA" to begin negotiations.

FCA declined to comment.

It is not surprising Great Wall wants Jeep only. Analysts say Jeep is unquestionably the most valuable part of FCA's portfolio and theoretically worth more on its own than the automaker as a whole.

 

Indeed, Jeep is the jewel in FCA's crown by virtue of its global brand reputation and a mystique that goes back to its birth during World War II. Jeep may be the only thing that keeps suitors interested in FCA. It's what has motivated deals going back to 1987, when Chrysler bought American Motors Corp., and General Motors has taken a look at a tie-up between the companies at least three times in the past decade.

And in April this year, FCA CEO Sergio Marchionne told analysts it's possible the company could spin Jeep off on its own.

Xu Hui, a spokesman for Great Wall, followed up on the note from Fengying in an interview and said the automaker has indirectly expressed interest in Jeep but has not yet made a formal offer or met with FCA's board.

"We are deeply interested in the Jeep brand and have paid close attention to it for a long time," Hui said. "Our strategic goal is to become the world's largest SUV maker. Acquiring Jeep, a global SUV brand, would enable us to achieve our goal sooner and better" than Great Wall could do with its own brands.

Great Wall set up an r&d facility in Detroit this year and is using it in part to learn more about the U.S. market, Hui said. It also has an r&d center in Los Angeles, and this year it said it was reconsidering building a plant in Mexico because of concerns over threats by President Donald Trump to renegotiate the North American Free Trade Agreement. Building in the U.S., where Great Wall hopes to sell its Haval brand SUVs eventually, would hedge against trade concerns, the company said.

Although Great Wall generates much less annual revenue than FCA — $14.76 billion vs. $131 billion — Hui said the company is confident it could raise funds to make an acquisition occur.

"Great Wall has a strong track record in making good profits," he said. "We are also listed in Hong Kong and Shanghai. We can make use of our accumulated profits as well as our access to the capital market to make the deal happen."

 

Bidding war

The idea that Jeep might be available as a standalone brand could set off a global bidding war.

There is an argument that GM, which flatly rejected any suggestion of a merger with FCA in 2015, could want to add Jeep if it became available to replace the Hummer division that it gave up in 2010. Jeep could make a solid addition to Volkswagen's lineup, especially since it would give VW the bigger footprint it has been working toward in the U.S.

It might even open the door for a bid from a company such as Mahindra in India, an experienced maker of trucks and off-road vehicles that struggled and failed to enter the U.S. with a compact pickup.

Ultimately, a Chinese automaker could be the right next owner for Jeep. If Great Wall follows the same playbook Geely Auto used when investing in Swedish carmaker Volvo, and Indian conglomerate Tata Group used when purchasing Jaguar Land Rover, it could turn Jeep into one of the most powerful brands in the world. Geely and Tata both invested money into their new subsidiaries and gave management the freedom to reinvent the brands.

As a result, Volvo is more Swedish than it has been in recent history, launching sophisticatedly styled vehicles with technology that pushes the brand forward. And Jaguar and Land Rover are both more British than they were under Ford ownership, regaining their identities as traditional high-luxury brands.

Jeep doesn't need to be reinvented. Its brand is already strong, though it struggles with quality ratings. But spinning it out on its own could prove to be a massive, complex undertaking.

What's Jeep worth?

So how much is Jeep worth? The answer — thanks in no small part to franchise laws in North America, the brand's biggest market — is that it likely depends on who's doing the buying.

Jeep isn't a standalone brand, and its network of more than 2,400 U.S. dealerships — each with a franchise agreement protecting that dealer's right to sell Jeep-branded vehicles — means the brand's overall value is tainted to any potential purchaser with a franchise dealer network of its own that might think about stripping Jeep away from Chrysler, Dodge and Ram.

Last week, Morgan Stanley analyst Adam Jonas attempted to pin a hard value on the brand. He said Jeep, as it stands, is worth the equivalent of about $17.20 per share, and that FCA, including Jeep, was worth about $16.40 a share. At those estimates, Jonas put a value of $33.5 billion on Jeep compared with a value of $32 billion for all of FCA.

To its credit, FCA has done more since it acquired Jeep in 2009 to exploit and globalize the brand than all of its previous owners combined.

In 2008, Jeep sold about 500,000 vehicles worldwide, all of which were built in, and the vast majority sold in, North America. By 2016, thanks to an expanded product line and expanded global production into Latin America, Asia and Europe, Jeep's global sales were 1.41 million trucks. About a third of those sales were outside North America in places such as Brazil, India and China where FCA was ramping up or just beginning local production as it marched toward a goal of 2 million sales globally in 2018.

 

Though its U.S. sales have fallen each month since September, its global ramp-up continues. New factories and joint ventures in Brazil, India and China are producing the Renegade, Cherokee and the redesigned Compass for sale in new markets. In addition, the brand will expand its offerings upward in 2019 with new Wagoneer and Grand Wagoneer body-on-frame-based luxury SUVs.

On a call with analysts last month, Marchionne argued that Jeep still hasn't begun to touch the top of its true global potential.

Marchionne said the global SUV market could grow to between 33 million and 35 million vehicles annually, given current consumer trends.

"If there is one brand out there that has the right to claim the ability to have one out of five — 20 percent of that [global] market belong to it — it's Jeep," Marchionne told analysts.

If — and it's a big if — Marchionne's targets are achievable, that would mean Jeep would eventually sell more than 7 million vehicles globally, which could make a $33.5 billion price tag seem like a bargain one day.

 

P.S.: ribadisco  

 

Modificato 21 Agosto 2017 da pennellotref

[sylar91]

3 ore fa, nicogiraldi dice:

http://www.repubblica.it/economia/finanza/2017/08/21/news/fca_great_wall_interessata_a_jeep-173492220/?ref=RHPPLF-BH-I0-C8-P1-S1.8-T1

 

si parla di conferme Great Wall per il solo marchio Jeep.

 

spezzatino in vista?

 

L'articolo dice solo che sono interessati, non c'è niente di confermato. Cioè, io sono interessato alla Hunziker, ma questo non vuol mica dire che me la calzo...

 

3 ore fa, legacy92 dice:

non è che queste notizie servano a convincere l'amministrazione USA a spingere verso la fusione con GM per evitare di trovarsi i cinesi in casa?

 

E lasciare GM in mano ai mangiaspaghetti ? La vedo dura... Già adesso ci sono quelli che giurano che non compreranno mai più C/D/J/R, perchè ora sono auto italiane... Roba che neanche gli alfisti talebani...

[justjames]

Imho, alla fine di tutte queste stupidaggini, GAC entrerà nel capitale di FCA, con EXOR primo azionista e GAC secondo.

2 ore fa, pennellotref dice:

Praticamente la dirigenza Great Wall col Pres. in testa ha mandato una mail...

 

http://www.autonews.com/article/20170821/GLOBAL03/170829942/china-great-wall-jeep

 

 

P.S.: ribadisco  

 

 

Dio santo, ma questi sono fuori dal mondo...

[pennellotref]

Il punto di vista lucido, misurato ed obiettivo () di Keith Crain. La capogruppo di Autonews (e di molte altre cose.....), per chi non lo sapesse, si chiama Crain Communications Inc.: no, non è un curioso caso di omonimia....

 

http://www.autonews.com/article/20170821/OEM/170829964

 

Cita

 

FCA just gets passed around

 

August 21, 2017 @ 12:01 am

 

Keith Crain is Editor-in-Chief of Automotive News

 

 

In case you didn't notice, there has been a "For Sale" sign outside Fiat Chrysler headquarters in Michigan for some time.

Chrysler has been bought and sold before, of course, starting with then-CEO Bob Eaton's sale to Juergen Schrempp and Daimler-Benz in 1998. Daimler sent Dieter Zetsche to the U.S. to run Chrysler for a while and eventually had to give up. Then a real disaster — the bargain-basement sale to Cerberus, a Wall Street firm that thought it could straighten out the company, flip it and make a few billion in the process. That didn't work at all and, finally, out of desperation, Chrysler was sold to Fiat.

Sergio Marchionne became a household name in the auto industry, and suddenly black sweaters were in fashion.

Mix in Fiat with Chrysler, set up headquarters in Europe, and then we had FCA. Next, Ferrari was pulled out, and a new search began for a buyer of the remaining parts. First General Motors was courted, except that GM is shrinking, not growing. How about Volkswagen? The trouble is VW has so much trouble of its own that it is not about to take on an acquisition, regardless of how appealing it might be.

So now we seem to be left with the Chinese.

Make no mistake, FCA would be appealing to any number of suitors, although the company that makes the most sense is already manufacturing Jeeps under license from FCA, Guangzhou Automobile Group. But understand — FCA is going to the highest bidder.

U.S. government approval could be a snag, although that would seem moot since we are talking about a Chinese company buying a European holding company. Still, it is just confusing enough to make it impossible for Washington to object.

No one seemed to notice when Volvo was acquired by the Chinese. So after a brief run of hysteria, things will calm down, and no one will realize that America's icon, Jeep, is now Chinese.

The Detroit 3 would become the Terrible 2 or, maybe, Terrific 2. Chrysler, through its many iterations, seemed to have abandoned the auto business long ago. It is just a company for buying and selling.

The automobile business is a curious industry. And it seems to get more curious every day.

 

P.S.: forse je rode che il Maglionato nun j'ha fatto lo sconto per l'acquisto di un esemplare de LaFerrari....... 

 

Altro punto di vista espresso nell'editoriale settimanale di Autonews. Hanno la curiosa abitudine, che personalmente odio, di non firmarlo; è un'usanza della casa. Lo scrive a turno un tizio della redazione.

 

http://www.autonews.com/article/20170821/GLOBAL03/170829966

 

Cita

EDITORIAL

 

Chinese could turn FCA into a leader

 

 

August 21, 2017 @ 12:01 am

 

 

Jeep is a bright spot, but FCA lacks a vision for the future.

 

 

A takeover by a Chinese company may not be the best thing that could happen to Fiat Chrysler Automobiles, but it certainly would not be the worst.

In the current atmosphere of xenophobia, there will probably be noise about one of the Detroit 3 — a bailout-ee no less — being "lost" to the Chinese. But the old Chrysler stopped being a national treasure long ago. Its owners are Italians. Before them came Germans, unions and aliens from the planet Private Equity. And none of them stuck around long enough to forge a vision for the future.

Their legacy is a collection of long-in-the-tooth platforms, Fiats force-fed to indifferent dealers, a shabby safety record and an electrification strategy that amounts to a 12-volt socket in the dash. Plus some fine Jeeps, pickups and minivans.

So, yes, the Chinese deserve a chance, and not just because the bar has been set so low. It's because the Chinese may have what it takes to vault FCA forward after decades of stagnation: money and the vision to know what to do with it.

The Chinese have a unique window into the future of the auto industry because they will be the ones to shape it. As the U.S. becomes more preoccupied with "winning" than leading, China is stepping up, rallying its industries and the world to develop sustainable transportation solutions and fight climate change. By a quick show of hands, it can lead 1.5 billion people or more toward a zero-emission future.

A clear test case is Volvo, rejuvenated and re-imagined under Chinese ownership. It committed to four-cylinder engines and then to an all-electrified fleet. It brought the first Chinese-made vehicle sold in the U.S., created a division dedicated to high-performance EVs and continues to advance autonomous technology. Under Geely, Volvo is winning and leading again.

What would FCA look like as a leader? We'd hardly recognize it. But the prospect is too tempting to dismiss.

 

P.S.1 : riconosco lo stile. Imho, è sempre il "caro" Larry V. che scrive......

 

P.S. 2:  il buon Dio vi scampi e liberi dai fottuti mangiaspaghetti........ 

 

P.S. 3: quand'è che i sudditi dello zio sam si accorgeranno che, in termini di redditività, FCA ha superato Ford in NA da 3 trimestri consecutivi e nell'ultimo trimestre l'ha pure superata a livello mondiale ?  

 

P.S.: che forse se ne sono accorti ? Potrebbe spiegare tutta 'sta.... 

 

 

 

Modificato 21 Agosto 2017 da pennellotref

[vince-991]

considerato che FCA ha smentito contatti con i cinesi, mi pare che in giro ci siano un bel po' di articoli basati sul nulla. Intanto FCA balla in borsa. Qualcuno ha fatto un po' di soldi.....???

[justjames]

Rofl,  ma questi sono ossessionati!

[pennellotref]

E dulcis in fundo:

 

http://www.ilsole24ore.com/art/impresa-e-territori/2017-08-21/i-cinesi-suv-great-wall-interessati-marchio-jeep-fca-non-commenta-indiscrezioni-091140.shtml?uuid=AES8CQFC

 

Cita

......

La compagnia guidata da Sergio Marchionne ha comunque precisato di «non essere stata approcciata da Great Wall Motors riguardo al brand Jeep o ad altre questioni relative al suo business». Lo si legge in una nota in cui il Lingotto sottolinea di «essere impegnato nel perseguire il suo piano 2014-2018, di cui ha raggiunto ogni obiettivo alla data odierna e al cui completamento mancano solo sei trimestri». 

......

 

P.S.: Ovviamente la dichiarazione è stata ripresa da Autonews, ma solo nella parte che gli faceva più comodo, ossia «non essere stata approcciata da Great Wall Motors riguardo al brand Jeep o ad altre questioni relative al suo business», tralasciando il resto ovviamente....

Modificato 21 Agosto 2017 da pennellotref

[GL91]

Si certo, FCA ora vende il marchio con più prospettive di crescita e che guadagna di più. Col cavolo che Exor si priva di una azienda così importante, oltre che l' unica a vendere bene in tutti i mercati. Oltretutto, piuttosto che vedere Jeep in mano ai cinesi, Trump se la compra lui