BAY.MOTOREN WERKE AG ST
Commented by Mario Hose on February 17th, 2020 | 09:09 CET
BMW, Daimler, Tesla - who buys whom and why does everything turn out differently?
The entrepreneur Elon Musk has had numerous existential near-death experiences with his battery car manufacturer Tesla since its foundation. Debts, postponements and quality issues were among the reasons why the US company was often closer to the end than to a breakthrough in the past. But somehow Musk always managed to raise money and emotionally pull the investors along. At BMW and Daimler, the management team is much more relaxed - still.
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Commented by Mario Hose on December 27th, 2019 | 07:20 CET
BMW, Daimler or Volkswagen - who gives up first?
Ludwig Erhard, the second German Chancellor and economist, said in the 1950s the much-quoted sentence: "No state can give its citizens more than it has taken from them before". A conscientious government should therefore strive to keep the delta between tax revenue and benefit to the taxpayer as small as possible. In this context, government subsidies are always a sensitive issue. The economic sustainability of government support for technology and innovation must lead to industries and companies learning to stand on their own two feet and the market regulating demand. The solar industry in Germany is a prime example of how tax money can be wasted. No well-known German company in the solar industry has survived in competition with Asia. Is there any reason to worry that German electromobility will suffer a similar fate?
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Commented by Mario Hose on December 9th, 2019 | 12:35 CET
BMW, Daimler, Volkswagen - GBC's buy recommendation for retrofitter dynaCERT
The German automotive industry is facing major challenges. Customers want vehicles with performance and range, but politicians have persuaded the industry to manufacture and market economical engines. What happens if the manufacturers' offerings do not meet the wishes and needs of the market? Nothing more and sales collapse. The consequences of this misguided policy will become visible in the coming years. The demand for new cars will decrease with further tightening of emission standards and the holding period of existing vehicles will increase. At the same time, the loss in value of vehicles with internal combustion engines is unlikely to remain as high. GBC Research today published an update on a study on an exciting retrofit with hydrogen technology for internal combustion engines, confirmed the buy recommendation and raised the price target.
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