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    Michael Aspinall

    Senior Equity Analyst at Jefferies

    Michael Aspinall is a Senior Equity Analyst at Jefferies specializing in Autos and Auto Parts, where he covers major European companies including Volvo and Continental AG, regularly publishing recommendations with target prices such as SEK 350 for Volvo and €87 for Continental. He has maintained a balanced track record, with both Buy and Neutral calls reflected in prominent news sources, contributing to his reputation as a consistent and influential voice in the auto industry research arena. Aspinall's career progression includes multiple years at Jefferies, with continuous coverage of leading automotive manufacturers, and his research is routinely cited by both investor relations departments and industry platforms. He holds recognized professional credentials to provide equity research in Europe, with his name listed in official analyst coverage rosters for key firms in the sector.

    Michael Aspinall's questions to AUTOLIV (ALV) leadership

    Michael Aspinall's questions to AUTOLIV (ALV) leadership • Q2 2025

    Question

    Michael Aspinall from Jefferies asked about Autoliv's competitive positioning relative to other safety suppliers in terms of U.S. production footprint amidst tariffs. He also inquired if the tariff situation has led customers to ask Autoliv to take on more volume.

    Answer

    CEO Mikael Bratt asserted that Autoliv is well-positioned with a strong regionalized footprint, particularly in the USMCA region, which he believes is strong relative to competitors. He added that while they work with customers on short-term solutions, long-term decisions about shifting volume would require more clarity on the tariff environment, which is currently lacking.

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