Analyst offers 2015 views on Slingshot, Indian

In a research note titled “Leisure, Gaming & Lodging: Our Top 10 Predictions for 2015,” UBS Investment Research analyst Robin Farley provides a look at the lodging, gaming, cruise lines and powersports sectors.

Powersports garnered the No. 8, 9 and 10 spots in the lineup. Here’s how Farley assessed the coming year:

“8. Indian motorcycles will continue to grow share in the US superheavyweight market, following around 1% we estimate that Indian achieved in its first full year in 2014, in our view.

9. We estimate shipments of Polaris’ Slingshot will ramp significantly from Q4 levels of around 800 est units, as we move through 2015E.

10. We believe Polaris’ ACE vehicle, which could be described as an ATV with side-by-side features, or like a single-seat version of a SSV, will catch on with the consumer. While ACE may not have been an out-of-the-gate hit like Slingshot, we believe as customer awareness ramps up, this vehicle will benefit from some of the same demographic trends that have driven SSV sales.”