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Arndt Ellinghorst’s parting shots

Summary:
If you’ve read an FT story on German car companies over the past decade, chances are you will have come across a quote from Arndt Ellinghorst, one of our go-to auto analysts for all things VW, BMW and Daimler.No more. After almost a quarter of a century in the industry, most recently at Bernstein, Ellinghorst is leaving deadline-bound journalists bereft. But before he drives off into the sunset — more on which later — we couldn’t pass up the chance to elicit some final predictions.Ellinghorst’s general assessment is a depressing one. Since he did his diploma at Audi in the 1990s — and became a management trainee at VW — European auto stocks have, in his words, become the “lowest valued species among all publicly traded equities”.“Over the past 20 years their valuation has de-rated

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If you’ve read an FT story on German car companies over the past decade, chances are...

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