Passenger car sales in Ukraine dropped 47.21% y-o-y in 7M14, down to 64,506 units. Total vehicle production in Ukraine was reported at 24,380 units in the same period, an increase of 4.5% y-o-y. We expect the continuing political and economic crisis to further impact on sales as consumer demand dries up,and that production will take a hit in H214 due to weaker trade with Russia.

BMI Industry View 7

SWOT 8

Political 9

Economic 10

Business Environment 11

Industry Forecast 12

Production And Sales 12

      Table: Autos Total Market - Historical Data And Forecasts (2012-2018) 12

      Production 13

      Table: Ukraine Vehicle Production By Brand 14

      Sales 15

      Table: Ukrainian Passenger, CV and Truck Sales 2014 15

Passenger Vehicles 16

      Table: Passenger Car Market - Historical Data And Forecasts (2012-2018) 16

      Sales 17

      Table: Manufacturer's Sales Plummet In July 2014 18

      Production 18

Commercial Vehicles 19

      Table: Commercial Vehicle Market - Historical Data And Forecasts (Ukraine 2012-2018) 19

      Production 20

      Sales 21

      Table: CV Sales By Brand H114 21

Macroeconomic Forecasts 22

Economic Analysis 22

      Real GDP By Expenditure Breakdown 23

      Risks To Outlook 26

      Table: Economic Activity (Ukraine 2009-2018) 27

Industry Risk/Reward Ratings 28

Europe - Risk/Reward Ratings 28

      Table: Europe Autos Risk/Reward Ratings 31

Competitive Landscape 33

Company Profile 34

Porsche 34

Honda Motor 36

AvtoKrAZ 39

AvtoZAZ 40

Bogdan Corporation 42

Regional Overview 43

Europe Overview 43

Global Industry Overview 45

      Table: Passenger Car Sales May 2014 (CBUs) 45

Outperformers Boost European Outlook 45

Trucks Give North America A Lift 46

India Brings Relief To BRICs 48

Demographic Forecast 50

      Table: Ukraine's Population By Age Group, 1990-2020 ('000) 51

      Table: Ukraine's Population By Age Group, 1990-2020 (% of total) 52

      Table: Ukraine's Key Population Ratios, 1990-2020 53

      Table: Ukraine's Rural And Urban Population, 1990-2020 53

Methodology 54

Industry Forecasts 54

Sector-Specific Methodology 55

Sources 55

Risk/Reward Ratings Methodology 56

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 57

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