汇丰-全球汽车行业策略：2019年最值得购买的全球十大汽车公司.pdf
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7 February 2019
EQUITIES
Global Auto Top Picks AUTOS
HSBC Top 10 Buys in Global Autos in 2019 Global
Leveraging the expertise of HSBC’s auto analysts across six Horst Schneider*
markets, this report features our Top 10 Buy ideas for 2019 Global Head of Automotive Research
HSBC Trinkaus Burkhardt AG
horst.schneider@hsbc.de
Global Autos has re-rated 9% YTD on earnings cuts but also +49 211 910 3285
with genuinely improved sentiment – which could be premature Henning Cosman*
Analyst
HSBC Bank plc
Relief really could be short-lived: with negative global volumes in henning.cosman@
H1 2019e and cyclical/structural risks, stock picking is key +44 20 7991 0369
Giulio Pescatore*, CFA
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