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Automotive Industry News 15 December 2025 - 20 December 2025

MCE Holdings Outlook (Dec 20, 2025): HLIB Keeps “Buy” as New Revenue Streams, Auto Hub and Perodua EV Supply Chain Set Up a Stronger 2026

MCE Holdings Outlook (Dec 20, 2025): HLIB Keeps “Buy” as New Revenue Streams, Auto Hub and Perodua EV Supply Chain Set Up a Stronger 2026

KUALA LUMPUR, Dec 20, 2025 — MCE Holdings Bhd (Bursa Malaysia: MCEHLDG) is back on investors’ radar this weekend after a softer start to FY2026 collided with a more upbeat analyst narrative: Hong Leong Investment Bank (HLIB) is keeping its BUY call and RM2.38 target price, arguing that new revenue streams and fresh model launches should lift sequential performance — even as market attention turns to whether Perodua’s battery leasing model slows early demand for its first homegrown EV. BusinessToday+2KLSE Screener+2 The mixed backdrop is clear in the latest numbers: MCE’s first-quarter performance was dragged by temporary production disruptions at
MCE Holdings Outlook: Perodua QV-E Battery Leasing Raises Near‑Term Questions, but New Revenue Streams Point to Stronger Quarters

MCE Holdings Outlook: Perodua QV-E Battery Leasing Raises Near‑Term Questions, but New Revenue Streams Point to Stronger Quarters

Investors tracking MCE Holdings Bhd (MCEHLDG) are weighing two forces moving in opposite directions as of 19 December 2025: near-term uncertainty around Perodua’s new EV battery leasing model—a structure still unfamiliar to many Malaysian buyers—versus a widening pipeline of new revenue streams, fresh model launches, and capacity expansion that analysts believe could lift earnings into 2026 and beyond. NST Online+1 At the centre of the debate is MCE’s growing role in Malaysia’s automotive electronics supply chain, including its entry into Perodua’s EV platform, alongside a multi-pronged push into exports and higher-value products supported by the upcoming MCE Auto Hub in
ZF Commercial Vehicle Control Systems India Share Price Today (19 December 2025): Latest News, ADAS Catalyst, Analyst Targets, and What to Watch for ZFCVINDIA Stock

ZF Commercial Vehicle Control Systems India Share Price Today (19 December 2025): Latest News, ADAS Catalyst, Analyst Targets, and What to Watch for ZFCVINDIA Stock

ZF Commercial Vehicle Control Systems India Limited (NSE: ZFCVINDIA | BSE: 533023) was on investors’ radar on Friday, December 19, 2025, trading around the ₹15,1xx–₹15,2xx zone after a strong run-up and a string of company developments through November–December. Intraday, the stock moved in a band of roughly ₹14,922 to ₹15,258, staying near its 52-week high of ₹15,297 (52-week low: ₹9,561). Moneycontrol+1 The short version: the stock’s recent narrative is being shaped by (1) a high-visibility ADAS (Advanced Driver Assistance Systems) business nomination tied to upcoming safety regulation, (2) Q2 FY26 results showing steady topline but margin pressure, and (3) a
Ford Stock (NYSE: F) Today: EV Strategy Reset, LG Battery Deal Cancellation, and What Analysts Forecast for 2026

Ford Stock (NYSE: F) Today: EV Strategy Reset, LG Battery Deal Cancellation, and What Analysts Forecast for 2026

Ford Motor Company stock is in the spotlight on Thursday, Dec. 18, 2025, as investors digest a rapid-fire sequence of headlines: the automaker’s sweeping EV strategy overhaul, a $19.5 billion EV-related charge, and fresh confirmation that Ford has terminated a major EV battery-supply agreement with South Korea’s LG Energy Solution. Reuters+2Reuters+2 As of 12:38 UTC (7:38 a.m. ET), Ford stock (F) traded around $13.31, down roughly 2.6% on the session. Behind the day-to-day tape action is a bigger story: Ford is attempting one of the most expensive “course corrections” in the modern auto industry—pulling back from large, unprofitable battery EV
EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

Updated: 5:45 a.m. ET (EST), Thursday, December 18, 2025 — Electric vehicle (EV) stocks are waking up to a policy-and-regulation-heavy news cycle that’s colliding with a broader tech reset. Before U.S. markets open, investors are juggling three headline forces that can move EV shares quickly: Tesla’s regulatory risk in California, Ford’s deepening pivot away from large EV commitments (with direct fallout for battery suppliers), and a major shift in Europe’s 2035 “all-electric” trajectory that could reshape the competitive map for legacy automakers and EV pure-plays. Below is the key EV stock news, analyst commentary, and sector outlook hitting the wires
EV Stocks Today (Dec. 17, 2025): Tesla Slides After Record High, QuantumScape’s Automaker Deal Steals the Spotlight, Ford Signals EV Pullback

EV Stocks Today (Dec. 17, 2025): Tesla Slides After Record High, QuantumScape’s Automaker Deal Steals the Spotlight, Ford Signals EV Pullback

Updated: Wednesday, Dec. 17, 2025 — 6:00 p.m. ET (U.S. market closed; after-hours trading active) Electric vehicle (EV) stocks ended the Wednesday session with a familiar late‑2025 feel: big headlines, bigger volatility, and a market backdrop that made growth names hard to hold into the close. The broader selloff in tech—driven by renewed anxiety around expensive AI trades—pulled down several EV-linked stocks, especially those that investors increasingly treat as “AI adjacency” plays. AP News+2The Wall Street Journal+2 But beneath the index-level risk‑off mood, the EV tape was anything but quiet: What follows is a detailed, publication-ready breakdown of today’s EV stock action, the
Ford Stock (NYSE: F) News Today: $19.5B EV Reset, LG Battery Deal Cancellation, and 2026 Forecasts (Dec. 17, 2025)

Ford Stock (NYSE: F) News Today: $19.5B EV Reset, LG Battery Deal Cancellation, and 2026 Forecasts (Dec. 17, 2025)

Ford Motor Company (NYSE: F) stock is trading around $13.67 on Wednesday, December 17, 2025, as investors digest a sweeping strategic pivot that’s reshaping Ford’s electric-vehicle roadmap, capital spending priorities, and longer-term earnings narrative. This week’s headlines aren’t the usual “new trim level” kind of news. They’re the “rip up the blueprint and redraw it” kind—anchored by a $19.5 billion EV-related charge, the cancellation of a major battery supply deal with LG Energy Solution, and a new push into battery storage for data centers as AI-driven power demand accelerates. Reuters+2Reuters+2 Below is what’s moving Ford stock today, what Wall Street
Ford Stock (NYSE: F) in Focus: $19.5B EV Reset, Hybrid Pivot, Battery Storage Push and Updated Analyst Forecasts (Dec. 16, 2025)

Ford Stock (NYSE: F) in Focus: $19.5B EV Reset, Hybrid Pivot, Battery Storage Push and Updated Analyst Forecasts (Dec. 16, 2025)

Dec. 16, 2025 — Ford Motor Company stock is trading around $13.65 on Tuesday, roughly $0.11 lower versus the prior close, as investors digest a fast-moving mix of corporate strategy news, earnings guidance changes, and fresh headline risk from a U.S. vehicle recall. The big story powering today’s coverage is Ford’s decision to pull back from several large, capital-intensive EV plans, absorb a $19.5 billion set of EV-related charges over 2025–2027, and redeploy spending toward hybrids, extended-range electric vehicles (EREVs), trucks and vans, and a new battery energy storage business. Q4 CDN+1 Below is what changed, what it means for
Platinum Price Today (Dec. 16, 2025): Spot Near $1,830 as Supply Deficit Talk and EU Auto Policy Headlines Lift the Market

Platinum Price Today (Dec. 16, 2025): Spot Near $1,830 as Supply Deficit Talk and EU Auto Policy Headlines Lift the Market

Platinum prices are extending a standout 2025 rally on Tuesday, December 16, 2025, with spot quotes hovering around the $1,800–$1,830 per ounce zone in early trading—levels last seen in 2011. Data from major bullion dealers showed spot platinum around $1,828/oz in the morning (U.S. time), up roughly 1.6% over 24 hours. APMEX Platinum’s move is notable because it’s happening even as gold cools from recent highs ahead of key U.S. labor-market releases. In one of the day’s most closely watched macro setups, Reuters reported that investors were positioned cautiously ahead of delayed U.S. jobs data, while platinum still pushed higher—helped by both tight-physical-market narratives and fresh focus on European auto-policy decisions that
Ford Stock (NYSE: F) Today: $19.5B EV Write-Down, Hybrid Pivot, Recall Headline, and Wall Street Forecasts (Dec. 16, 2025)

Ford Stock (NYSE: F) Today: $19.5B EV Write-Down, Hybrid Pivot, Recall Headline, and Wall Street Forecasts (Dec. 16, 2025)

Ford Motor Company stock is in the spotlight on December 16, 2025, as investors digest two very different headline streams: a major strategic reset in electric vehicles (EVs) tied to a $19.5 billion charge, and a new U.S. vehicle recall flagged by regulators. Add in fresh guidance, a new battery-energy-storage push, and a looming earnings date—and you’ve got the kind of day that turns “Ford stock” into a trending search term. Below is what’s driving Ford stock (F) right now, what management is signaling about 2026 and beyond, and how analysts are positioning their Ford stock forecast. Ford stock price
Toyota Motor Corporation Stock Jumps to Fresh Highs on Hybrid Momentum, U.S. Investment Push, and a Shifting EV Policy Backdrop (TM, 7203)

Toyota Motor Corporation Stock Jumps to Fresh Highs on Hybrid Momentum, U.S. Investment Push, and a Shifting EV Policy Backdrop (TM, 7203)

Toyota Motor Corporation stock is starting the week with a clear message from the market: investors are rewarding scale, cash generation, and (yes) the decidedly unsexy superpower of hybrids. On Monday, December 15, 2025, Toyota’s Tokyo-listed shares (TSE: 7203) set a new 52-week high of ¥3,358 and finished the session at ¥3,350. Yahoo Finance+1 In U.S. trading, Toyota’s ADR (NYSE: TM) climbed to around $215—up roughly $7 on the day. The rally isn’t happening in a vacuum. Toyota’s stock story into mid-December is being shaped by five big forces: rising hybrid demand, big-ticket U.S. manufacturing commitments, tariff-and-currency crosswinds, corporate governance
Polestar Automotive Holding UK PLC Stock (PSNY) on Dec. 15, 2025: Reverse Split Aftermath, EU Policy Shockwaves, and the Latest Analyst Forecasts

Polestar Automotive Holding UK PLC Stock (PSNY) on Dec. 15, 2025: Reverse Split Aftermath, EU Policy Shockwaves, and the Latest Analyst Forecasts

Polestar Automotive Holding UK PLC (Nasdaq: PSNY) is back in the spotlight on December 15, 2025, and not because the EV market suddenly got calm. The Swedish electric performance brand has been navigating a rough stretch defined by Nasdaq listing pressure, cash-burn concerns across the EV sector, and now a major new wildcard: Europe’s potential rethink of its 2035 combustion-engine phaseout. As of Dec. 15, 2025, PSNY is quoted around $14.33, with recent trading ranges cited between $12.08 and $14.87 and a 52-week range of $11.75 to $42.60, depending on the data feed and timestamp. Investing.com That headline price is
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RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
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