CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Rumours abound on guessing about anti dumping duties for China tires  </li><li>Strong presence of Asian brands at Tire Expo  </li><li>Modern factories, younger leadership and personnel some factors driving the shift away from traditional brands</li></ul>

Rumours abound on guessing about anti dumping duties for China tires  Strong presence of Asian brands at Tire Expo  Modern factories, younger leadership and personnel some factors driving the shift away from traditional brands

The Tire Cologne Marks A Major Transition

<ul><li> Tire volumes of top brands decreasing, and looks like it will continue to do so   </li><li> Premium tire makers are focusing on high rim diameter (HRD) due to commoditization in standard tire segment   </li><li> Sumitomo, Bridgestone, Yokohama and others have all chosen to limit their truck tire businesses in China, and domestic tire brands have filled in the gap </li></ul>

 Tire volumes of top brands decreasing, and looks like it will continue to do so    Premium tire makers are focusing on high rim diameter (HRD) due to commoditization in standard tire segment    Sumitomo, Bridgestone, Yokohama and others have all chosen to limit their truck tire businesses in China, and domestic tire brands have filled in the gap 

Tire Majors Losing Share To Lesser Brands

<ul><li>New brands show growth including Chinese tire makers  </li><li>Majors share by tire revenue is lower: the big brands have been losing share to the lesser brands since 2019, especially in passenger car tires.  </li><li>Mild winter meant less winter tyres sold, impacting sales of European tire manufacturers</li></ul>

New brands show growth including Chinese tire makers  Majors share by tire revenue is lower: the big brands have been losing share to the lesser brands since 2019, especially in passenger car tires.  Mild winter meant less winter tyres sold, impacting sales of European tire manufacturers

Tire Industry Sees Mixed Picture Worldwide

<ul><li>Japanese major to focus on passenger car tires in China  </li><li>Latest shutdown after downing of Huizhou plant three years ago  </li><li>Bridgestone gets recognition for transparency and action on climate change</li></ul>

Japanese major to focus on passenger car tires in China  Latest shutdown after downing of Huizhou plant three years ago  Bridgestone gets recognition for transparency and action on climate change

Squeezed Margins Force Bridgestone To Pull TBR Out Of China

<ul><li>New CEO Mark Stewart previously from Stellantis and Amazon, needs to balance Elliot’s plan for the Company  </li><li>Managing heritage against new vision for the Company.  </li><li>Goodyear has said it is seeking to follow Pirelli’s lead in the car tire segment – that is the higher margin 18-inch upwards rim sizes; electric vehicle fitments and so on.</li></ul>

New CEO Mark Stewart previously from Stellantis and Amazon, needs to balance Elliot’s plan for the Company  Managing heritage against new vision for the Company.  Goodyear has said it is seeking to follow Pirelli’s lead in the car tire segment – that is the higher margin 18-inch upwards rim sizes; electric vehicle fitments and so on.

Japan

BRIDGESTONE CORPORATION designs, produces, and sells automobile tires. The Company also produces and markets scales to weigh racing cars and jumbo aircrafts and sporting goods including golf equipment, tennis rackets, and bicycles.  Bridgestone operates its businesses worldwide.

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Bridgestone Corp (5108 JP)

The Tire Cologne Marks A Major Transition

The Tire Cologne took place last week (4-6 June, in the German city of Cologne) showing the progress of tire makers based in China.

Helixtap

Tire Industry Sees Mixed Picture Worldwide

The global tire industry is changing. The financial results for the 12 months to December 2023 show it. Most of the major brands are losing share,...

Helixtap

Squeezed Margins Force Bridgestone To Pull TBR Out Of China

In a strategic shift purported at bolstering its earning power and aligning with its long-term vision, global tire leader Bridgestone Corporation...

Helixtap

Changes At The Top Of Goodyear

January was a decisive month for the Goodyear Tire & Rubber company. Most significantly, a replacement for Rich Kramer as President and CEO took...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Tire Cologne Marks A Major Transition

The Tire Cologne took place last week (4-6 June, in the German city of Cologne) showing the progress of tire makers based in China.

Helixtap

Tire Majors Losing Share To Lesser Brands

Over the last few years – and especially since Covid – we have seen tire volumes at the top brands decreasing, while the lesser brands are rapidly...

Helixtap

Tire Industry Sees Mixed Picture Worldwide

The global tire industry is changing. The financial results for the 12 months to December 2023 show it. Most of the major brands are losing share,...

Helixtap

Squeezed Margins Force Bridgestone To Pull TBR Out Of China

In a strategic shift purported at bolstering its earning power and aligning with its long-term vision, global tire leader Bridgestone Corporation...

Helixtap

Changes At The Top Of Goodyear

January was a decisive month for the Goodyear Tire & Rubber company. Most significantly, a replacement for Rich Kramer as President and CEO took...

Helixtap