Inspirine:

That discussion is going a bit too far for my brain capacity.

Let's come back to potential impact on Porsche's numbers.

2018 numbers. How can they achieve good 2018 numbers when main factory is closed for 5 months out of 12 to its biggest market and they can't bill any high margin built to order car? Who in the US will take the risk from dealer to customer to order a built to order car that could be hit overnight by 25% incremental tax (impact 50k on a 200K car, or 80k on GT2RS...)? I don't believe China and rest of word can absorb that loss on 2 biggest regions for Porsche and generate enough revenue to balance that loss. 

2019. There will be some ramp up in European built to order production. Uncertainty on US market. Launch of Taycan canibalizing Panamera. Where is the growth? Hopefully Macan and Cayenne will sell well in China.

Yes, it is going to be interesting to see Porsche's stock value next year... Smiley 


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RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Audi R8 V10 Plus (2016), Mercedes E63 S AMG Edition 1 (2018), Mini JCW (2015)