ONE-WAYOngoing theme · still written in the latest filings
Declining replacement-parts demand due to a shrinking or slower-growing vehicle parc
Risk that demand for replacement parts will decline as the vehicle parc decreases or its growth slows. The theme also includes the aspect that an aging vehicle fleet supports demand by sustaining the number of vehicles in operation.
Companies1How many companies write about this.
Threads1One company can carry more than one thread here.