Mwb Keeps Daimler Truck at Sell Amid Expectations of Intensifying Chinese Competition

05:51 AM EDT, 07/22/2026 (MT Newswires) -- Mwb Research maintained its sell rating on Daimler Truck (DTG.F) and 30 euro price target amid the German commercial vehicle manufacturer's expectations of intensifying competition from Chinese electric-truck makers. "Daimler Truck CEO Karin Rådström expects Chinese electric-truck manufacturers to expand into Europe, reinforcing a structural risk we have highlighted for some time. European OEMs retain important advantages through strong brands, established customer relationships and extensive service networks," analysts wrote Tuesday. "However, defending their position could require lower prices, higher discounts or additional incentives, putting pressure on profitability. This is particularly concerning given the structurally higher labour, energy and manufacturing costs of European producers." Rådström's warning also reinforced the research firm's investment thesis and cautious stance on the company, with analysts saying the truck market continues to underestimate the weak demand backdrop and the longer-term competitive threat. "While catch-up effects could support demand over the next few years, we view this as temporary rather than a change in the underlying outlook," mwb added.