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    Keefer Kennedy

    Research Analyst at Citibank

    Keefer Kennedy is an analyst at Citibank specializing in equity research and financial sector analysis. His coverage focuses on major financial services firms, delivering thorough reports for institutional clients, although specific performance metrics such as success rates or rankings on platforms like TipRanks are not available. The detailed career timeline, including previous professional experience and the exact year of joining Citibank, remains undisclosed, as does information regarding professional licenses or FINRA registration. Kennedy’s expertise emphasizes analytical rigor and sector specialization, representing Citi’s commitment to deep market research.

    Keefer Kennedy's questions to IOCJY leadership

    Keefer Kennedy's questions to IOCJY leadership • Q1 2025

    Question

    Asked for more specific details on how the company is managing tariffs on a 'case-by-case' basis and inquired about the potential to increase business with Chinese OEMs, given their tendency towards vertical integration.

    Answer

    The company manages tariffs by leveraging its global footprint, offering flexibility to shift production between countries (India, Brazil, Turkey, Mexico), which is a competitive advantage. They are in a good position with Chinese OEMs, gaining business in Europe and Brazil, as their global relationship provides confidence. The risk of vertical integration for wheels and chassis is low as these products favor localization.

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