With Rheinmetall in AlphaValue’s central portfolio, we are keen to clarify the risks associated with the VW scandal and the company’s exposure to the diesel market if the latter was to weaken as a result. We therefore spoke to Rheinmetall’s IR team in length and believe that investors should keep the following points in mind. As a reminder, Rheinmetall’s Automotive division generates c.50% of the group's revenues, and 77% of the group's 2015 estimated EBIT. Hence, the
24 Sep 2015
VW impact and diesel market exposure
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VW impact and diesel market exposure
Rheinmetall AG (RHM:WBO) | 0 0 0.9% | Mkt Cap: 4,737m
- Published:
24 Sep 2015 -
Author:
Thomas Picherit -
Pages:
3
With Rheinmetall in AlphaValue’s central portfolio, we are keen to clarify the risks associated with the VW scandal and the company’s exposure to the diesel market if the latter was to weaken as a result. We therefore spoke to Rheinmetall’s IR team in length and believe that investors should keep the following points in mind. As a reminder, Rheinmetall’s Automotive division generates c.50% of the group's revenues, and 77% of the group's 2015 estimated EBIT. Hence, the