Bewijs van TomTom - Volkswagendeal

286 Posts, Pagina: « 1 2 3 4 5 6 7 ... 11 12 13 14 15 » | Laatste
moneymaker_BX
0
ik sta met open mond en verbazing te kijken naar de koers
hoe ver kan het nog omlaag met al die mooie geruchten in omloop!!
xiut
0
quote:

moneymaker schreef op 17 november 2014 09:12:


ik sta met opene nmond en verbazing te kijken naar de koers

Leg uit.
jan6307
0
75K omzet in 25 minuten dat is hoog voor TT

Daarnaast stonden er grotere koopopdrachten van 10L & 5K
De 5.30 staat op breken
xiut
0
Ik zie een AMX die in de plus staat en TomTom die ondanks een adviesverhoging naar 9 Euro in de min staat.
hvasd2
0
quote:

jan6307 schreef op 17 november 2014 09:26:


75K omzet in 25 minuten dat is hoog voor TT

Daarnaast stonden er grotere koopopdrachten van 10L & 5K
De 5.30 staat op breken


Ik denk te zien dat TT de laatste handelsdagen 1 of 2 verkoop golven te verwerken krijgt en daarna weer omhoog kruipt ?? Uiteindelijk sluit het aandeel wel in de min helaas....
Bij 4,80 zit ik aan de knopen.
[verwijderd]
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4,80 gaat hem niet worden. Grijp nu je kans er komt ook wel een keer positief nieuws en dan ben je te laat.
hvasd2
0
quote:

vulploeg schreef op 17 november 2014 11:09:


4,80 gaat hem niet worden. Grijp nu je kans er komt ook wel een keer positief nieuws en dan ben je te laat.


TT koersverloop onvoorspelbaar.....
Dirk R. Wijnen
0
Nog steeds geen duidelijkheid vwb de VW-deal.

Begint een aardige soap te worden.


Dirk (traffic-gate)
inspirator
3
TomTom (Buy): Feedback from Telematics Munich is positive
The facts: On Monday and Tuesday we visited the largest Telematics conference in Europe in Munich. This 2-day conference gathered basically all OEMS, Tier1 and their suppliers with the main subjects in presentations and panels being the connected car, telematics services and the roadmap towards automated driving and autonomous vehicles. Presentations were given by VW, Daimler, Toyota, Nokia Here, TomTom and a long list of other players in the ecosystem.
The key take-away was that connected cars are penetrating the market faster than expected, via both embedded systems and off-board systems, and that the penetration will continue to accelerate based on new systems that were presented. Three years ago, we also attended this conference (which only gathered several hundred representatives versus a couple of thousand this time around) and at that time no presentation was about in-car connectivity.

Our analysis: The presentations clearly showed that all OEMS and Tier1s are focused on bringing connectivity into the car, as navigation and traffic (which remain high on the wish list of consumers) and other services (music streaming, social media, parking) require connectivity for an optimal experience. In fact, there wasn't an OEM that did not present some new form of infotainment system with connectivity built-in. The continued focus on navigation and especially live Traffic and related services (such as online parking) are very positive for map makers such as TomTom and Nokia Here.
We will write a separate report on all the key take-aways from the conference presentations and other talks with OEMs and Tier1s plus our take-aways from the Salon de l'Automobile (where we also talked to multiple OEMs and suppliers). But it is clear to us that TomTom is well positioned to take advantage of the current trends. The launch of the new Multinet-R map is only the beginning.
One of the scoops of the conference was that Volkswagen will start using TomTom Traffic for its newly introduced Car-Net, the brand name for all connected services for the VW brand. TomTom was forced to retract its press release relating to this contract win last week. However, it has won the contract but was forced to await the official launch, which will take place next week. Car-Net will be available on the certain 2014 Golf models (so backward compatible) and all electric cars and will first be introduced on the new VW Passat after which all VW models will follow. VW has 2 infotainment systems and TT Traffic will be offered for free in the higher end while the base model will include a free period after which an annual subscription is required.

Conclusion & Action: The Telematics Munich conference showed that connectivity is high on the attention list of OEMs and Tier1s and that the services offered via connectivity rely heavily on maps and traffic playing into the hands of TomTom. The conference has strengthened our view that TomTom has built up a competitive advantage because of the CPP and real-time maps but we will write a more elaborate report to discuss this in detail. The VW scoop (VW will use TT for Traffic) only strengthens this belief. Buy.
Turquoisine
0
quote:

inspirator schreef op 18 november 2014 21:35:




The continued focus on navigation and especially live Traffic and related services (such as online parking) are very positive for map makers such as TomTom and Nokia Here.

We will write a separate report on all the key take-aways from the conference presentations and other talks with OEMs and Tier1s plus our take-aways from the Salon de l'Automobile (where we also talked to multiple OEMs and suppliers). But it is clear to us that TomTom is well positioned to take advantage of the current trends. The launch of the new Multinet-R map is only the beginning.

One of the scoops of the conference was that Volkswagen will start using TomTom Traffic for its newly introduced Car-Net, the brand name for all connected services for the VW brand. TomTom was forced to retract its press release relating to this contract win last week. However, it has won the contract but was forced to await the official launch, which will take place next week.

Car-Net will be available on the certain 2014 Golf models (so backward compatible) and all electric cars and will first be introduced on the new VW Passat after which all VW models will follow. VW has 2 infotainment systems and TT Traffic will be offered for free in the higher end while the base model will include a free period after which an annual subscription is required.

Conclusion & Action: The Telematics Munich conference showed that connectivity is high on the attention list of OEMs and Tier1s and that the services offered via connectivity rely heavily on maps and traffic playing into the hands of TomTom. The conference has strengthened our view that TomTom has built up a competitive advantage because of the CPP and real-time maps but we will write a more elaborate report to discuss this in detail. The VW scoop (VW will use TT for Traffic) only strengthens this belief. Buy.

Dank je voor artikel; goed gevonden!! AB'tje verdient. Ik heb een paar zinnen vet gemaakt.
[verwijderd]
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One of the scoops of the conference was that Volkswagen will start using TomTom Traffic for its newly introduced Car-Net, the brand name for all connected services for the VW brand. TomTom was forced to retract its press release relating to this contract win last week. However, it has won the contract but was forced to await the official launch, which will take place next week. Car-Net will be available on the certain 2014 Golf models (so backward compatible) and all electric cars and will first be introduced on the new VW Passat after which all VW models will follow. VW has 2 infotainment systems and TT Traffic will be offered for free in the higher end while the base model will include a free period after which an annual subscription is required.
[verwijderd]
0
Tadaaa. Zoals ik zei!! Hulde voor Inspirator.

Ze moesten gewoon even wachten tot het officiële nieuws van Volkswagen zelf. Nu kunnen alle kletsmeiers dat er geen VW deal komt weer even een toontje lager zingen. SNS komt ook nog met een full report.
Turquoisine
0
quote:

battumboy schreef op 18 november 2014 21:43:


Link graag, goed gevonden
Link is van Inspirator en staat op ander draadje; hierbij nog een keer. Even naar beneden scrollen voor TT. Link: www.snssecurities.nl/Research/Actions...
[verwijderd]
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Rapport is van 13 november. Vreemd dat de markt daar niet op gereageerd heeft, ook niet op koersdoelverhoging ABNamro?
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quote:

Vici schreef op 18 november 2014 21:54:


Rapport is van 13 november. Vreemd dat de markt daar niet op gereageerd heeft, ook niet op koersdoelverhoging ABNamro?


Of er is wel op gereageerd, namelijk met een pre-emptive strike
nog voordat het nieuws 'echt' uit is.
[verwijderd]
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[verwijderd]
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quote:

*Justin* schreef op 18 november 2014 21:56:


[...]

Of er is wel op gereageerd, namelijk met een pre-emptive strike
nog voordat het nieuws 'echt' uit is.

Heel eerlijk er zit wel iets in wat Vici zegt, ik zou toch graag bevestiging zien van TT en VW. De publicatie is dus van de 13 de dus rond de 20 ste moet dit bevestigd worden.
Het bericht komt van SNS securities en die hebben vandaag ook een koopadvies voor TIE gegeven.
mjmj
0
Mss een domme vraag maar kan je traffic combineren met maps van een andere leverancier?
[verwijderd]
0
quote:

*Justin* schreef op 18 november 2014 21:56:


[...]

Of er is wel op gereageerd, namelijk met een pre-emptive strike
nog voordat het nieuws 'echt' uit is.


Oke, helder nu thx Justin.
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