Report
Hugo Lisboa ...
  • Martijn Den Drijver

hGears : Cautious E-bike clients impact forecast

>E-bike: Clients more cautious - We are reducing our forecast for the E-bike segment as we no longer assume that Bosch will maintain order volume at the current level given the uncertainty at the bike OEM level. This is solely caused by the continued uncertainty on the supply of components (and thus the ability of OEMs to assemble complete bikes) and not on a weakness in E-bike demand. Nevertheless, a lower order volume from Bosch in 4Q21 and 2022 and later starting d...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Hugo Lisboa

Martijn Den Drijver

ResearchPool Subscriptions

Get the most out of your insights

Get in touch