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Jaguar Land Rover

Jaguar Land Rover designs and manufactures luxury cars under the Jaguar brand and high-end SUVs under the Land Rover brand. Key competitors include premium brands Aston Martin, Bentley, Maserati, BMW, Audi, Mercedes-Benz and Jeep. JLR has been a wholly owned subsidiary of Tata Motors Ltd since 2008 following the sale by Ford. While the company is expanding globally, Europe (ex Russia and UK) remains the company's biggest market (23% of FY17 retail sales) followed by China (21%), the UK (21%) and North America (20%). SUVs under the Land Rover brand include four Range Rover (RR) models (RR, RR Sport, RR Velar and RR Evoque) as well as the Discovery, Discovery Sport and Defender. Jaguar brand models include three sedans (XE, XF, XJ), as well as the F-Type sports car, F-Pace SUV and upcoming I-Pace and E-Pace. (23 Aug 2017)

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Aston Martin 3Q18: Maintaining Momentum

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LeasePlan 3Q18: Turkish Tribulations

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JLR 2Q19: Patience and Forbearance

Earnings Note: 31 Oct 2018, 10:23 PM ET - JLR reported another quarter of weak results, but is taking action through a new turnaround plan.

October 2018 Europe Company Recommendation Changes

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FCA 3Q18: Inching towards IG?

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LKQ 3Q18: Focus on Delevering, New Share Buyback

Earnings Note: 25 Oct 2018, 7:44 PM ET - LKQ reported further margin pressure and lowered its FCF guidance, and announced a share buyback program. But deleveraging the balance sheet still remains a focus at LKQ as well.
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JLR: Liquidity and RV Update

HY Note: 23 Oct 2018, 10:34 AM ET - Over the last days and weeks, JLR news flow and spread volatility has picked up, and in this report, we look at issues at hand, seasonal cash flow and refinancing needs, and update our investment recommendation.

Euro IG Sector Snapshots: October 2018

Sector Analysis: 22 Oct 2018, 9:31 PM ET - Our updated one page snapshots of the Euro IG sectors.

Daimler: Another Profit Warning

IG Note: 21 Oct 2018, 10:34 PM ET - Daimler announced a profit warning for the second time this year. This time, diesel vehicles were the main culprit.

China Autos: Slowing Demand Concerns

Sector Analysis: 18 Oct 2018, 7:02 AM ET - September passenger vehicle sales in China marked the third consecutive month of YoY declines. While YTD sales are still up 0.4%, 2018 is already shaping up to be the weakest growth year for the critical China automotive industry. 

September 2018 Euro Company Recommendation Changes

Euro Recommendation Changes: 30 Sep 2018, 9:26 PM ET - Our monthly report provides executive summaries for the eleven companies recommendation changes made on European companies during the month of September.
Focused

JLR: Issuing Eurobonds at a Pinch Point

HY Note: 11 Sep 2018, 10:46 AM ET - JLR is issuing eurobonds at a point in the cycle where numerous headwinds are present. However, we are encouraged by the OEM taking actions to strengthen its liquidity and pre-emptively pre-fund the next two years of maturities.
Focused

JLR: Bonds Sufficiently Beaten - Move to O/P

HY Note: 04 Sep 2018, 10:33 PM ET - Following the one notch downgrade by Moody’s and weak 1QF19 results, JLR’s bonds have further weakened. Headwinds remain, but we now believe that much of the downside is priced into the credit and move to an O/P recommendation on TTMTIN.

Aston Martin/McLaren: A View to an IPO

HY Note: 30 Aug 2018, 8:35 AM ET - Aston Martin posted strong results and is moving closer to an IPO. Results at McLaren are mixed and while an IPO is not on the cards, liquidity is getting a boost from new equity issuance.

Michelin: Considering 7Y/12Y/20Y Eurobond Issuance

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Focused

JLR 1Q19: Destocking has JLR Seeing Red

Earnings Note: 01 Aug 2018, 10:31 PM ET - Jaguar Land Rover reported another quarter of weak results, this time posting a 6.7% decline in revenues and net profit in the red for the first quarter of fiscal year 2019.

HK/SG Conference 2018: Global Strategy Panel

Transcript: 31 Jul 2018, 9:55 PM ET - What happens when the base case doesn't happen? We look at 3 scenarios from the perspectives of our US, Europe, Asia, emerging market and commodity analysts. 

Autoliv: 2Q18 | Moving Forward

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Volvo Car 2Q18: Turning a Corner

Worth Watching: 19 Jul 2018, 3:22 PM ET - Volvo Car 2Q18: Volvo Car reported 2Q18 results which highlight the positive impact on top and bottom line growth due to the ramp up in volumes, while the downward pressure on FCF eases as spending relating to the portfolio overhaul and capacit ..

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