Close menu




July 4th, 2022 | 12:20 CEST

Cars have a future - Here is how investors can invest: Mercedes-Benz, Altech Advanced Materials, Varta

  • Electromobility
  • Technology
Photo credits: pixabay.com

Mobility is a valuable commodity - despite high fuel prices. Studies show that Germans have continued to drive their cars since the end of February. For some, there is no other choice; for others, independence is too important. If demand for a product or service is so little dependent on price, this is known as low price elasticity of demand. For investors, this insight can be an important orientation that is worth hard cash.

time to read: 3 minutes | Author: Nico Popp
ISIN: MERCEDES-BENZ GROUP AG | DE0007100000 , ALTECH ADV.MAT. NA O.N. | DE000A2LQUJ6 , VARTA AG O.N. | DE000A0TGJ55

Table of contents:


    Terry Lynch, CEO, Power Nickel
    "[...] Nickel, therefore, benefits twice: firstly from its growing importance within batteries and secondly from the generally growing demand for such storage. [...]" Terry Lynch, CEO, Power Nickel

    Full interview

     

    Mercedes-Benz: In a good position, but...

    Regardless of whether one sees mobility as the result of one's own vehicle fleet or subscribes to car-sharing ideas, people want individual transportation. Although the success of the 9-euro ticket shows that a mobility mix could also be the solution in the future, the car remains the only viable alternative on some routes. It is not just carmakers who now see it that way. The chip manufacturer Arm is currently planning its IPO and expects a lot from the business in the automotive industry. Many chips are already in cars today. If the visions of autonomous driving succeed, there will likely be even more and even more complex semiconductors installed in cars.

    Car manufacturer Mercedes-Benz firmly believes that the trend toward more and more driving assistants will culminate in autonomous driving - Mercedes-Benz is already well-positioned with its S-Class, for example, allowing autonomous driving in traffic jams. If you look at the job advertisements in the automotive industry, more and more IT specialists are in demand than classic engineers. Mercedes-Benz is also well positioned in electromobility and caused a sensation a few months ago with a long-distance test. This news was well-received on the stock market. But then came the energy crisis and the associated uncertainty surrounding the economic situation. However, since Mercedes-Benz is positioned in the luxury segment, the danger of dwindling sales should not be that great. But the stock is not a "must-have" at the moment.

    Altech Advanced Materials: Better batteries and flexible technology

    The Altech Advanced Materials share is much more of a must-have. Why? The stock has been rising for months against the negative trend and offers a revolutionary battery technology that is said to provide both performance and longevity. Recently, the Company placed an order to build a pilot plant to produce high-performance anode material. This material is key to bringing Altech technology to customers. A few months ago, Altech director Uwe Ahrens already stated, "Lithium-ion batteries have a variety of uses, and it is worthwhile to use this technology specifically. Even in e-cars, there are differences in different model ranges. We can see from the example of Varta that differentiation pays off. The Company has many internationally renowned customers, such as Samsung and Apple, because it is flexible and can manufacture high-quality products at low cost."

    Like Varta, Altech sees itself as flexibly positioned to meet various customer demands. The Company is not even afraid of price pressure in the industry: "We assume that e-cars will be better and cheaper than any fossil fuel vehicle. Thanks to our simple processes and the targeted application of our technology, we already have the potential to report the lowest costs. We can also respond to all developments in the industry. This is a good prerequisite for remaining competitive in the long term," says Ahrens. If Altech Advanced Materials succeeds in convincing customers and perhaps even attracting a major player, the Company's success story will likely continue for a long time.

    Varta: Living on its good reputation

    Varta shows that it pays to have a good reputation. The specialist for, among other things, button cells for hearing aids and consumer electronics has even convinced industry experts and competitors. Investors also think that customers like Apple and Samsung did not choose Varta for nothing. That is why they thought it was a no-brainer when the Company announced its launch in the field of electromobility. So far, however, not that much has happened around the hype topic. Goldman Sachs analysts expect the new business area to drive growth at Varta from 2025.


    Until then, a lot can happen in the competitive market. However, according to the analysts, Varta has a convincing existing business and is also considered attractively valued. Altech Advanced Materials, however, is likely to develop much more dynamically. Here there is potential for a revolution in battery technology - Varta and Daimler could also be interested in Altech's intellectual property. The share is speculative but has good arguments for becoming one of the winners of the changes in mobility.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Fabian Lorenz on October 1st, 2025 | 07:20 CEST

    1,000% not enough for D-Wave? 70% price potential for Zalando! Will Walmart partner MiMedia's stock now take off?

    • cloud
    • Digitization
    • computing
    • ecommerce
    • Technology

    After a meteoric 1,000% rise in just 12 months, D-Wave Quantum shares continue to attract attention. Analysts are significantly raising their price targets - is the next short squeeze already looming? Meanwhile, bargain hunters should take a closer look at MiMedia. The Walmart partner's shares have halved since July, yet the Company is making strong progress in expanding its cloud platform. A rebound of up to 100% back to its previous high is possible. And in Europe, Zalando is back on investors' radar. Analysts see up to 70% upside potential, while the chart is also looking more favorable again. However, the weak consumer climate continues to weigh on business sentiment.

    Read

    Commented by Armin Schulz on October 1st, 2025 | 07:10 CEST

    How BYD Leverages Its Lead, How Power Metallic Mines Benefits, and Why Mercedes-Benz Needs to Catch Up

    • Mining
    • Nickel
    • Copper
    • Electromobility

    The next phase of electromobility has begun. It is no longer vehicle sales that determine the winners and losers, but rather the fierce battle for the raw materials used in their construction. While demand for copper, lithium, nickel, and cobalt is exploding, supply bottlenecks and political dependencies threaten to slow down the profitable ramp-up. Those who secure the most valuable resources today will control the entire market tomorrow. Reason enough to take a closer look at the strategic moves of BYD, Power Metallic Mines, and Mercedes-Benz, which are now setting the course for the coming decade.

    Read

    Commented by Nico Popp on September 30th, 2025 | 07:25 CEST

    Is the industrial heart of Europe dying? Mercedes-Benz, Porsche, AJN Resources

    • Mining
    • Gold
    • PreciousMetals
    • Electromobility

    Uncertainty in Germany is greater than ever: Increasingly, companies in the automotive industry are cutting jobs. According to industry experts at EY, around 51,100 jobs were lost in the automotive industry within a year, corresponding to around 7% of all jobs. Companies in other sectors are also making cuts. Most recently, Lufthansa also laid off staff. This bad news is accompanied by a worrying mood of doom and gloom among the German population – especially in the traditionally wealthy southwest of the country. In this article, we explain how the industrial giants Porsche and Mercedes-Benz are faring and why more and more investors are turning their attention to gold stocks as a result.

    Read