Dr. Ing. h.c. F. Porsche AG Bearer Shares

P911: XETR (DEU)

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Porsche: Downward Revisions Due to US Import Tariffs and Permanently Lower Chinese Demand

Rella Suskin

Apr 8, 2025

With clarification on US import tariffs affecting European automakers, which have relatively low exposure to US exports, we update our fair value estimates to reflect the tariff implications. We also revise our long-term growth assumptions for the European automakers in China.

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Dr. Ing. h.c. F. Porsche AG Bearer Shares

Porsche: Downward Revisions Due to US Import Tariffs and Permanently Lower Chinese Demand

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