BAY.MOTOREN WERKE AG ST
Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST
Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW
The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.
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Commented by André Will-Laudien on January 16th, 2024 | 07:15 CET
E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW
The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?
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Commented by Fabian Lorenz on November 9th, 2023 | 07:20 CET
BMW celebrates battery technology, BYD is coming to Europe, and Power Nickel offers a 100% opportunity!
News from the world of electromobility: BYD is putting pressure on European car manufacturers and wants to start production in Europe soon. But where? Saarlouis seems to be losing the competition for the first Chinese location in Europe. There are new indications of this. BMW, on the other hand, is celebrating its new battery technology, aiming to achieve more range than Tesla while significantly reducing costs. But what do analysts have to say about the Munich-based automotive group's shares? Experts see over 100% upside potential for Power Nickel shares. The Company is developing a high-grade nickel project in Canada and plans to produce it in a climate-friendly way. Will the new resource estimate boost the share price?
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Commented by Nico Popp on September 4th, 2023 | 07:10 CEST
E-car skepticism and charging station farce: BMW, BYD, dynaCERT
"Is it wise (…) to promote only this one technology without having access to essential battery raw materials?" BMW CEO Oliver Zipse recently expressed a somewhat critical stance towards electromobility in an interview with Handelsblatt. While BMW plans to launch the 'New Class' electric vehicles from 2025 onwards and take the lead in technology, even the BMW CEO acknowledges the strong competition from China. Let's look at what the automotive future could look like and where opportunities may be lurking.
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Commented by Nico Popp on June 13th, 2023 | 07:30 CEST
AI reaches the old economy - Here is where it is happening now: Airbus, Star Navigation Group, BMW
Companies like Tesla and BYD have an advantage over BMW, Mercedes-Benz, and others thanks to their software. However, German industrial companies are increasingly hopeful they can catch up with the competition. The solution is Artificial Intelligence (AI). BMW and other companies aim to use software developers more efficiently and shift into high gear despite the shortage of skilled workers. There are also signs of an AI revolution in aviation. The mission: to reduce costs and increase safety. We look at what is at stake and how private investors can profit.
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Commented by Nico Popp on March 28th, 2023 | 07:36 CEST
E-cars - Out of a dream! BYD, BMW, First Phosphate
While German politicians are still discussing the end of the internal combustion engine, major car companies have long since made up their minds. The future is electric. But the mobility revolution is far from being a done deal! We explain where there are still pitfalls and why a small company from Canada could soon be sitting at the big levers to make the dream of clean e-mobility come true for everyone.
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Commented by Nico Popp on March 4th, 2022 | 11:32 CET
Stagflation! Here is how stocks could react: ThyssenKrupp, Kodiak Copper, BMW
A flood of money for the defense sector, disrupted supply chains and paradigm shifts in many other areas - the war in Ukraine shows us once again that nothing stays the same. The phrase may have been overused in the pandemic, but current events underscore that as we look to the future, we must prepare for things we would not have thought possible just a few years ago. Also economically. The eurozone is on the verge of a stagflation scenario, i.e. rising prices coupled with falling economic output. The ECB would then be in a dilemma. Stocks could be the only way out for investors.
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Commented by Nico Popp on January 19th, 2022 | 14:13 CET
Gold rush in the lithium market: BMW, Yorkton Ventures, Rock Tech Lithium
An entire industry is turning itself inside out. The revolution in the car market will pick up speed in the coming years. As a study by Deloitte shows, sales of battery-powered vehicles could rise from 210,000 in 2022 to 960,000 in 2030. Between 2022 and 2026 alone, market experts expect sales of electric cars in Germany to double. So it is no wonder that a gold-rush mood is already spreading around some companies. We take a closer look at three shares.
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Commented by Stefan Feulner on August 4th, 2021 | 11:54 CEST
BMW, NSJ Gold, Infineon - Enormous demand
In recent months, the shortage of semiconductors has been a major headache for the manufacturing sector, especially for carmakers. Production losses and short-time work were the result of the global shortage. There seems to be no improvement in sight. Leading chip manufacturer Intel expects the chip shortage to worsen in the coming months and does not expect the situation to ease for at least two years. There is a similar shortage of raw materials for the energy transition. Position yourself in good time.
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Commented by Stefan Feulner on July 8th, 2021 | 10:54 CEST
Nordex, The Very Good Food Company, BMW - Megatrend sustainability
Alongside the efficient use of energy, renewable energy sources are an essential pillar of a sustainable climate policy. The use of energy is considered sustainable if it meets the needs of the present without compromising the needs of future generations. At present, the issue of sustainability is preoccupying us in all areas of life. As a result, entirely new sectors of the economy are emerging. Companies that build on these themes face a dazzling future.
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