Fund Manager Summary
The fund managers believe there is a significant opportunity for growth in Peter Warren Automotive Holdings Ltd, particularly as the automotive market shows signs of recovery. In their opinion, the recent 40 percent decline in share price since September 2022 presents a compelling entry point. Analyst Sam Koch from Wilson Asset Management notes that the auto dealer cycle has decisively turned, with three interest rate cuts this year reducing inventory costs and boosting consumer demand. They anticipate that Peter Warren, being the second-largest car dealership group on the ASX, could experience a rally similar to its larger competitor, Eagers Automotive, which has seen its share price double. Fund managers are optimistic that further interest rate cuts could accelerate gains, making this an attractive investment opportunity.
Source: Trading View
Commentary From The Managers
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1851 Capital
20 Nov 2025
$1.89
Summary
- 1851 Capital continues to hold its position in Peter Warren Automotive Holdings Ltd.
- Car dealers have proven to be strong investments over the past year.
- AP Eagers has significantly outperformed, doubling in value, but now trades at a high 25 times PE.
- Peter Warren Auto is trading at a more attractive 13 times PE, indicating potential value.
- Since its listing in 2021, Peter Warren has encountered several challenges due to economic slowdowns and rising interest rates.
- The company's customer base is primarily located in the “mortgage belt”, which has shifted from headwinds to tailwinds.
- Peter Warren is positioned as a later-cycle beneficiary compared to other listed dealers.
- The company is expanding its presence in the Chinese electronic vehicle market, which is expected to gain market share.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
1851 Capital
20 Nov 2025
$1.89
- 1851 Capital continues to hold its position in Peter Warren Automotive Holdings Ltd.
- Car dealers have proven to be strong investments over the past year.
- AP Eagers has significantly outperformed, doubling in value, but now trades at a high 25 times PE.
- Peter Warren Auto is trading at a more attractive 13 times PE, indicating potential value.
- Since its listing in 2021, Peter Warren has encountered several challenges due to economic slowdowns and rising interest rates.
- The company's customer base is primarily located in the “mortgage belt”, which has shifted from headwinds to tailwinds.
- Peter Warren is positioned as a later-cycle beneficiary compared to other listed dealers.
- The company is expanding its presence in the Chinese electronic vehicle market, which is expected to gain market share.
Summary
Wilson Asset Management
18 Aug 2025
$1.85
- Wilson Asset Management investment analyst Sam Koch favors Peter Warren Automotive Holdings Ltd.
- Peter Warren's share price has decreased by 40% since September 2022.
- Koch believes it will follow the recovery of Eagers Automotive, which has seen its share price double in the past year.
- The automotive dealer cycle has decisively turned.
- Three interest rate cuts this year have lowered inventory holding costs and increased consumer demand.
- Further interest rate cuts could accelerate these gains.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With interest rates seemingly on a downward trend, Peter Warren Automotive Holdings could be poised for a significant rebound, mirroring the impressive rally of its peers. The auto dealer cycle appears to have decisively turned, igniting a potential resurgence in consumer demand."
Last Updated: 20 Nov 2025
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Frequently Asked Questions
Who is investing in Peter Warren Automotive Holdings Ltd (ASX:PWR)?
Fund managers including Wilson Asset Management and 1851 Capital have invested in Peter Warren Automotive Holdings Ltd (ASX:PWR).
Why do fund managers invest in Peter Warren Automotive Holdings Ltd?
Fund managers are investing in Peter Warren Automotive Holdings Ltd due to its significant price drop of 40% since September 2022, positioning it for potential recovery. Analysts believe the automotive dealer cycle has shifted positively, supported by recent interest rate cuts that lower inventory costs and boost consumer demand. They anticipate that Peter Warren will follow the upward trend seen in larger competitors like Eagers Automotive, which has experienced a substantial share price increase.
What happened to Peter Warren Automotive Holdings Ltd (ASX:PWR)?
Fund managers are investing in Peter Warren Automotive Holdings Ltd due to its potential for recovery and growth as interest rates decline. Analysts highlight that the company, trading at a more attractive valuation compared to peers, is positioned to benefit from a shift in the automotive market cycle. With recent interest rate cuts reducing inventory costs and boosting consumer demand, Peter Warren is expected to capitalize on these trends. Additionally, its strategic expansion into Chinese electric vehicle brands is anticipated to enhance market share, making it a compelling investment opportunity.