Europe Auto Sector 2018 Outlook

The video discusses the auto sector's performance, highlighting a 15% rise in 2017 and the US's lead in electrification. Despite strong profits, European automakers face valuation discounts due to technological uncertainties. Key trends include increased R&D spending, with electric and autonomous vehicles impacting business models. Ferrari's success may inspire other brands like Lamborghini to consider IPOs, given their potential market value.

How is the push towards electrification expected to impact the European automotive market in 2018?

What factors are contributing to the European auto sector's significant discount on a forward PE basis compared to the market?

What are the key industry trends for the automotive sector in the upcoming year as mentioned in the text?

What is the projected R&D spending for European automakers in 2018, and how does it compare to 2016?

Discuss the implications of Ferrari's stock performance on other auto brands considering IPOs or spinoffs.