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    Unknown Analyst • UBS

    Unknown Analyst's questions to Rush Enterprises Inc (RUSHA) leadership

    Unknown Analyst's questions to Rush Enterprises Inc (RUSHA) leadership • Q4 2024

    Question

    An analyst from UBS asked for perspective on policy uncertainties, including customer sentiment around an emissions-related prebuy, the potential cost impact of proposed tariffs, and the new truck pricing environment for early 2025.

    Answer

    Executive W. Rush detailed the significant regulatory uncertainty, noting he expects 2027 diesel rules to proceed, likely driving a prebuy, while other regulations may be delayed. He dismissed proposed tariffs on Mexico and Canada as unlikely "sabre-rattling," but noted they could add $30k-$40k to a truck's cost. Rush anticipates new truck pricing will remain relatively flat in H1 2025, as significant discounting already occurred in 2024.

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    Unknown Analyst's questions to Atour Lifestyle Holdings Ltd (ATAT) leadership

    Unknown Analyst's questions to Atour Lifestyle Holdings Ltd (ATAT) leadership • Q3 2024

    Question

    An analyst from UBS inquired about the reasons for increased hotel closures this year, the closure plan for next year, and the rationale behind the decrease in leased hotels.

    Answer

    CEO Haijun Wang clarified that the closures (~50 expected for the full year) are a result of a strict quality evaluation process, and a similar pace will be maintained next year to improve overall portfolio quality. He explained the decrease in leased hotels is part of the asset-light strategy, with one hotel being converted to a franchise model, and future decisions will be made as contracts expire.

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