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    Michael Tyndall

    Senior Equity Analyst at HSBC

    Michael Tyndall is a Senior Equity Analyst at HSBC, specializing in UK mid-cap industrial and technology stocks, with a notable focus on the European autos sector and companies such as Tesla and BMW. Throughout his career, Tyndall has delivered analyst ratings on major automotive firms, although recent records show a low success rate and average return, ranking him near the bottom of peer analysts. He started his equity analyst career over eighteen years ago after working as a business analyst in both buy-side and sell-side roles, and he joined HSBC in 2018 following a tenure as team head of European autos at an international investment house in London. Tyndall is a CFA Charterholder with an Honours degree from Monash University and was recognized as Top Earnings Estimator in the Thomson Reuters Analyst awards in 2018.

    Michael Tyndall's questions to Stellantis (STLA) leadership

    Michael Tyndall's questions to Stellantis (STLA) leadership • Q2 2025

    Question

    Michael Tyndall of HSBC asked about the evolving tariff situation related to Mexico, inquiring about any progress on trade deals and the potential economic impact on the new Jeep Cherokee, which is slated for production in Mexico.

    Answer

    CEO Antonio Filosa stated that Stellantis is in constructive dialogue with U.S., Mexican, and Canadian policymakers, arguing that the high U.S. content in vehicles built in Mexico and Canada should be recognized in tariff structures. He confirmed the Cherokee will be built in Mexico and that the company is actively working on production and transformation cost reductions to enhance its profitability and offset any tariff effects.

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