R8GT schreef op 2 november 2015 10:18:
[...]
heel goed, want daar is geen twijfel vanaf eind-2015 is TT de supplier voor alle modellen, dat gaat hem nou ook die trapsgewijze boost geven ( zoek even of ik dit gespecificeerd kan vinden en laat je weten)
laatste update van Exane
Risks to rating and target price
- the key negative risks to our rating are: steeper-than-expected hardware (PND ) market contraction, this still being 50% of group sales
- cost overruns with sophisticated maps for assisted and self-driving cars
- failure to implement the new maps engine ( allowing incremental maps update )
on the positive side:
- we note the M&A appeal for TT ( for its maps in a market duopoly with Here)- continuing very strong order intake at Auto and big wins of Automotive clients ( especially those outside of the German consortium )
- further accretive acquisitions in the highly lucrative Telematics business
we maintain " outperform " for the stock.