Why be limited by public disclosures short interest data, which is only 0.5% of issued shares and above? We help to… https://t.co/2C2panzRNk
2021 global automotive dividend outlook
• Automotive sector dividend will decline 16% in fiscal year (FY) 2020, then rebound 29% in FY 2021, driven by the strong recovery of dividends from manufacturers
• The aftermarket and service sector has demonstrated greater resilience in payouts as compared with manufacturers (OEMs) and suppliers
• Automotive players from Japan should be the biggest contributor in FY 2020 and maintain the lead in FY 2021, accounting for around 32% of global payouts
• The shortage of semiconductors has emerged as the biggest bottleneck of recovery
The pandemic inflicted damage on the global economy in 2020 and brought severe disruptions to the production of automobiles and associated supplies. The adverse impacts also trickled down to companies' financials and their capabilities to hand out dividends. IHS Markit data show the aggregate dividend should decline 16% to USD35.4 billion in 2020. Notably, the top 5 automobile dividend-paying markets' payout trend largely resembles that of GDP movement.
With the aim of bringing clarity in our analysis from the dividend perspective, we identified 156 stocks in the automotive industry across three regions—the Americas (AMER), Europe and the Middle East (EMEA), and Asia Pacific (APAC)—and offer our perspective on the impact of COVID-19 on the path of dividend payouts in 2021. This report focuses on the passenger car manufacturers and excludes manufacturers for motor bikes and specialty vehicles as well as their associated suppliers. This report categorizes the sector-level analysis into three components along the industry value chain: suppliers, manufacturers (OEMs), and aftermarket services.
For more information, please contact firstname.lastname@example.org
IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
Follow Financial Services
- Biden finalizes his bank regulatory nominees, setting the stage for a robust enforcement agenda in 2020 and beyond
- IHS Markit partners with Alpha Financial Software to deliver automated US MBS clearance and settlement through thinkFolio
- Municipal Calendar Week of January 24th 2022
- Weekly Global Market Summary Highlights: January 14-21, 2022
- Daily Global Market Summary - 24 January 2022
- Daily Global Market Summary - 21 January 2022
- FY2021 Sec Lending Returns in Equity & Fixed Income Indices
- Daily Global Market Summary - 20 January 2022