欧洲租赁指数调查是专门对欧洲租赁和汽车租借公司的季度调查。除了对产品投资数量和组合的调查之外,欧洲租赁指数调查还追踪成本/收入,盈利能力,风险成本,资产收益率和股本回报率。
我们很高兴地宣布,从去年开始参与调查的公司从最开始的17个发展到现在的23个。
欧洲租赁协会还做了另外一个调查,叫细分市场调查。这个调查(一年一次)可以补充欧洲租赁指数调查中常规指数以外的数据。细分市场调查的年度报告可以展示4种资产类型的盈利能力,成本/收入,风险成本和资产收益率。这4中资产类型是:设备、不动产、客车和商用货车。(点击文章底部的链接,进入原文,可以产看以外的调查数据)
由谁进行调查?
欧洲租赁协会负责进行调查。每个参与调查的公司将他们的每个调查指标的数据发给欧洲租赁协会。欧洲租赁协会在保密的基础上将这些信息汇总起来。
调查的目的是什么?
欧洲租赁指数调查的目的是及时并定期地给欧洲租赁和汽车租借市场提供参考信息。这是欧洲唯一一个报道业务量和价值创造指数的调查。
欧洲租赁指数调查包含哪方面的内容?
七个关键业绩指标
1. 业务总收入
2. 业务总支出
3. 风险准备金
4. 税前净利润
5. 总风险加权资产
6. 总投资组合
7. 新的业务量
四种资产类型
1. 设备
2. 不动产
3. 轿车和轻型商用车
4. 大型客货车
哪些公司参与调查?
23个公司自愿产于调查 。(点击文章底部的链接,进入原文,可以产这些公司的信息)。就地理和资产覆盖面而言,这些公司的数据样本能代表整个欧洲租赁市场。
如何解读调查结果?
这个调查追踪整个欧洲关键业绩指标的走势。调查结果展示的是一个整体结果。不能基于这个整体数据推断某个个别公司的业绩情况。
应格外留意个别公司的业绩与欧洲租赁指数的对比。欧洲租赁指数囊括了活跃在不同市场领域的租赁公司。比如,调查样本中包含一般租赁公司,汽车租赁公司,捕获设备供应商等等。这些公司也活跃于不同地域的市场。
请注意,细分市场调查的结果不能直接与欧洲租赁指数季度调查的结果对比。季度调查结果所包含的各类资产,还有不属于细分市场调查4个资产分类中任何一类的资产 (例如,可再生能源或大额资产)在细分市场调查结果中都是不可用的。细分市场调查也不包含与国际协调业务相关的各类成本和收入,因为很难把这些成本和收入分归于这4类资产中的任何一类。有些时候,公司的各类资产数据是也估算的。比如,用这4种资产分解某些金融指数,如果这些指数包含很多类产品,那么属于租赁产品部分的数据就要估算。同样的,如果只有总汽车组合才能进行资产分离,那么客车和重型货车的份额就只能估算了。
欧洲租赁协会在这个调查中加入了一些自主观点。尽管欧洲租赁协会秘书处会监管数据的合理性,但是这些数据不是审计数据。比如说,欧洲租赁协会指数只是指示性的,解读调查结果时要注意。
尽管调查样本具有广泛的代表性,但是在推断整个行业市场的趋势时要小心留意,不能只参考这些数据。
以下是原文:(http://www.leaseurope.org/index.php?page=leaseurope-index)
The Leaseurope Index is a unique quarterly survey of European leasing and automotive rental companies. In addition to volumes and portfolios, the survey tracks cost/income, profitability, cost of risk, return on assets and return on equity ratios.
The results of the Leaseurope Index for Q4 2015 can be accessed here.
We are pleased to announce that since last year the sample of leasing companies participating in the survey has expanded from the original 17 to 23. Please refer to the box on the left for the participating firms.
Leaseurope has an additional supplement to the regular Index, namely the Segment Survey. This annual report shows profitability, cost/income, cost of risk and return on asset ratios for each of four asset types. These asset types are equipment, real estate, passenger cars and commercial vehicles.
The results of the Segment Survey for 2014 can be accessed here.
About the Leaseurope Index
Who conducts this survey?
Leaseurope conducts this survey. Individual companies report their figures for each indicator to Leaseurope, which aggregates the results on a confidential basis.
What is the purpose of this survey?
The purpose of the Leaseurope Index is to provide timely and regular information on the European leasing and automotive rental market. This is the only survey to report statistics on both volume of business and value creation metrics at European level.
What indicators are covered by the Leaseurope Index?
Please click here for definitions of the 7 key performance indicators.
Please click here for definitions of the 4 asset categories.
Which companies take part in the survey?
23 companies participate on a voluntary basis (see box on the right). This sample is broadly representative of the European market in terms of geographic coverage and asset coverage. The sample represents a significant share of the total European leasing market. Please see the Leaseurope 2014 Ranking Survery for more information about European leasing companies.
How should the survey results be interpreted?
The survey tracks trends in key performance indicators at European level. The results are only presented in aggregate and no inferences can be made about any individual company’s performance based on this aggregate data.
Extreme care should be taken in comparing individual company performance with the Leaseurope Index, which spans a sample of lessors active in different market segments. For example, the sample includes general leasing companies, automotive lessors, captive equipment vendors etc. The companies in the sample are also active in different geographic markets.
Please note that the results of the Segment Survey may not be directly comparable to the Leaseurope Index Quarterly Survey. Various assets that are included in the Quarterly Survey results and which do not fit into one of the four categories used in the Segment Survey, such as renewable energy or big ticket assets, may not be taken into account in the Segment Survey results. Various costs and incomes related to international co-ordination of the business may also not be included, as they can be difficult to allocate to different asset types. In some cases the company figures for each asset type are estimates. For instance, if financial indicators split by assets include a variety of products, then the portion attributable to leasing needed to be estimated. Equally, if asset splits were only available for the total automotive portfolio, then the split by passenger cars and heavy commercial vehicles had to be estimated in some cases.
For this survey, Leaseurope aggregates self-declared information. Though the Leaseurope Secretariat monitors the plausibility of the data, this is not audited data. As such, the Leaseurope Index should only be used for indicative purposes and care should be taken in interpreting the results.
Although the sample is broadly representative, care should be taken in making inferences about market trends for the industry as a whole.
What is the geographic scope of this survey?
Consolidated figures are reported for the entire European activities of the participating companies.
Europe is defined in the widest sense as EU27 + EFTA + other countries e.g. Turkey, Ukraine, Russia, Serbia, Croatia etc.
Each company reports figures in euro regardless of which countries they operate in or which currencies they report in.
What is meant by “leasing”?
The term “leasing” is used in its broadest sense, covering hire purchase, finance and operating leasing which includes long term rental. Leasing is defined according to International Financial Reporting Standards (IAS17).
When will the next Leaseurope Index results be released?
The quarterly survey is conducted on a quarterly basis. For future editions of this survey, Leaseurope aims to publish the results on this website within eight weeks of the close of quarter.
The segment survey is conducted on an annual basis. For future editions of this survey, Leaseurope aims to publish the results on this website during April each year.