Thursday 11 June 2020

Stat Attack


At the end of April, the MCIA in the UK took the brave step of trying to forecast UK PTW sales for 2020. With Q1 having been -12.2% (March -21%), they guesstimated that Q2 would likely be down some -58%, but with Q3 showing +7.7% growth vs. 2019, and the full year -18.2% at 87,897 units compared to 107,408 in 2019.
 

The Executive Board of PIERER Mobility AG decided to temporarily suspend its share buyback programme with effect from April 7, 2020. In the period from October 22, 2019 to April 6, 2020, a total of 224,043 shares were repurchased via the stock exchange. This corresponds to around 0.99 percent of the company's share capital.

Ducati produced 13,395 units in Q1 this year (-17%), with the largest sector being Sport (SuperSport, Panigale) which accounted for 30% of production. Of those, Ducati delivered 9,585 units to customers (-24%), the largest sector being 2,894 Hypermotard and Multistrada models with Scramblers taking the biggest hit with a decline in demand of nearly 40% (1,765 units shipped, but 2,451 manufactured). Sales revenue was -23% at € 121 m for an operating loss of -€ 1m for the quarter.

Suzuki reported 242.6bn yen net sales revenue in its motorcycle business for Q4 of its 2019/2020 financial year (the period to march 31st 2020), down from 255.1bn for the year ago quarter (-4.9%) for a -81% segment profit (operating income) of 693m yen. For its fourth quarter, Suzuki sold 362,000 PTWs worldwide (plus 3,000 ATVs) for a -16.4% decline. Domestic sales were 11,000 units (-16.7%); Europe 9,000 units (-11.9%); North America 7,000 units (-14.6%) and Asia 365,000 units (-16.4%). On a consolidated net sales basis for the full year ended March 31st, 2020 Suzuki sold 1,410,000 PTWs (-4.3%). Domestic sales were 50,000 units (-6.4%); Europe 39,000 units (-12.5%); North America 33,000 units (-10.9%) and Asia 1,121,000 units (-4.3%).

Poland

New motorcycle registrations for April were -48.40% (1,613 units) having been -37.73% for March (1,350), and are -28.52% YTD (4,751 units). Poland is a big market for imported used motorcycles, so new units together with used machines receiving their first registration in Poland is always an interesting metric - April saw combined unit registrations of 5,916 (-54.53%) with YTD at 21,165 units (-30.44%).

Sweden
New motorcycle registrations in April were only modestly down by -4.86% at 1,958, with YTD at +9.56% (4,586 units). This reflects the very different coronavirus response in Sweden. In total PTW terms, April was essentially flat (+0.75%) at 3,775 new registrations and is +18.42% YTD (8,584 units).

Switzerland
New motorcycle registrations were -34.54% in April (2,611 units) and are -19.03% YTD (8,149 units). In total PTW terms, the Swiss market was worth 3,863 units in April (-37.47%) and is -21.61% YTD (12,336 units). Yamaha is market share leader, ahead of Honda, BMW, Kawasaki and Harley-Davidson. The top-selling model YTD has been the Kawasaki Z 900, followed by the Yamaha MT 07, BMW R 1250 GS, Kawasaki Z 650 and Yamaha Ténéré 700.

Austria
Motorcycle registrations for Q1 were -46.29% at 1,876 units; total PTW registrations were 4,438 units (-42.22%).

Japanese Made Motorcycle Exports to Europe
Exports of Japanese made motorcycles to Europe (250 cc+) by the 'Big-Four' were +3.67% in March (20,769 units), having been up in January (+26.57%) and February (+15.69%), and were running at +14.68% for the year to March 31st (65,744 units). Worldwide exports are -4.62% (96,164 units) for Q1. In total PTW terms, Japanese made machines exported to Europe were +14.96% YTD (66,862 units); worldwide they were -7.24% at 110,876 units.