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Commented by Armin Schulz on December 9th, 2024 | 07:00 CET
Volkswagen, ARI Motors, BYD – Electric vehicles in the fast lane: Time to invest
The automotive industry is undergoing a period of profound upheaval that is shaking established structures. While electric vehicles are breaking new records worldwide, the European and American markets are faltering – a development forcing manufacturers like Volkswagen to make strategic changes. At the same time, Chinese players such as BYD are setting new standards with their dynamism and innovative strength. However, it is about more than just drives: software, networking, and digital sales concepts are revolutionizing the industry. We take a look at three companies that could be worth investing in.
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Commented by Fabian Lorenz on December 5th, 2024 | 07:30 CET
BUYING RECOMMENDATION and DISCOUNT BATTLE! Nel ASA, BMW, Volkswagen, ARI Motors
"If you don't offer an e-vehicle for under EUR 20,000 by 2025, then I'm afraid you will fail," said the current Minister of Economic Affairs, Robert Habeck, to the then-Volkswagen CEO Herbert Diess in 2019. Such a vehicle is still missing from the lineup of traditional German carmakers - but now ARI Motors delivers. The Company is already succeeding with an electric pickup. The valuation is favorable, and analysts see more than 300% upside potential. Is BMW sparking a price war? The premium manufacturer has enough problems already. Can a new manager bring a breath of fresh air? Meanwhile, Nel shares are sending a sign of life. Will the order for pink hydrogen turn things around?
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Commented by Stefan Feulner on December 2nd, 2024 | 07:00 CET
Rivian, First Hydrogen, Volkswagen AG – Expansion continues
In terms of sales, the automotive industry is the largest manufacturing sector and by far the most significant industrial sector in Germany. However, German carmakers are currently in crisis and unable to escape the negative headlines. They are falling behind, especially when it comes to vehicles with alternative drive systems. In recent years, companies excelling in this area have emerged, offering enormous potential for share price growth due to their promising future prospects.
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Commented by Armin Schulz on November 27th, 2024 | 07:35 CET
Nel ASA, First Hydrogen, Volkswagen – Hydrogen could save the European automotive industry
The European automotive industry is at a crossroads: Amid the transition to zero-emission drivetrains and growing competitive pressure from China, manufacturers are looking for technological alternatives beyond battery-based solutions. Hydrogen propulsion could play a key role here. Particularly in applications such as heavy-duty commercial vehicles or long-distance mobility, hydrogen offers advantages that push BEVs (battery electric vehicles) to their limits. In addition, the technology enables a diversification of the European drive system landscape and reduces dependence on scarce raw materials such as lithium or cobalt.
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Commented by André Will-Laudien on November 18th, 2024 | 07:10 CET
Uncertainty, volatility and BTC at USD 100,000? The stock checklist with BYD, VW, 123fahrschule and Mercedes
Donald Trump is moving back into the White House. Investors took the election result as an opportunity to stage a celebration on the US stock market. The major indices recorded a full 10% increase, and the US dollar strengthened significantly. Trump stands for fossil fuels, nuclear power and armaments. He dismisses climate change and the Paris Agreement and will not invest any further funds in the energy transition. This is a warning sign for the European economy because local governments are pursuing a "net zero" target for 2045, and their efforts are globally losing ground. High costs are squeezing the margins of local corporations, whereas US companies and Asian firms are doing brilliantly. For investors, there are many opportunities and timing is more important than ever. We have done the math.
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Commented by André Will-Laudien on November 12th, 2024 | 08:00 CET
Traffic light disaster brings new opportunities for e-mobility: VW, BMW, ARI Motors, BYD and NIO
The traffic light coalition has broken down – so right before left applies! In addition to the Berlin disaster, a relentless struggle has long since broken out in the automotive market. Habeck, for example, wants to get the environmental subsidy back in 2025 due to a sharp drop in electric vehicle sales, while important market shares of German industry have long since been lost. Germany is making only hesitant progress in the area of energy transition, while nuclear energy is experiencing a renaissance worldwide. Fortunately, innovative concepts are repeatedly emerging from medium-sized companies, driving Germany forward as a business location. With a new, forward-looking industrial policy, Germany could regain its leading position. For dynamic investors, this is an explosive environment with extraordinary opportunities for high returns.
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Commented by André Will-Laudien on November 7th, 2024 | 07:45 CET
Trump triumphs! What happens now with gold, e-mobility and green tech? BYD, VW, Thunder Gold, Nel, and Plug Power in focus
The US election is over. Donald Trump is moving back into the White House. Along with a tougher stance on China, conservative voters in the US are hoping for a greater focus on their own country. America needs a complete renewal of its infrastructure and will push ahead with armaments, so commodities of all kinds will come into focus. For Europe, the degree of responsibility for its own affairs will increase significantly, and the development of stable supply chains is imperative. Trump supports Bitcoin, so gold may have to give up some of its recent gains. What are the yield or loss drivers for investors now? After the election, investors should separate the wheat from the chaff to ensure their portfolios are properly positioned.
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Commented by André Will-Laudien on October 28th, 2024 | 07:15 CET
The US election fever is boosting stocks! Mercedes, VW, Saturn Oil + Gas, Lufthansa and TUI are all incredibly cheap!
The stock market is booming! While the NASDAQ has established itself with P/E ratios above 30, the German stock market shows historically low valuations. Europe is in crisis, which is depressing valuations. As a result, international funds now have an overwhelming share of US stocks. For example, the well-known MSCI World: 72% of the index comprises US stocks, with the "Magnificent Seven" now accounting for around 20% of the list. For investors who are invested in these stocks, it has been a long celebration – but right before the US election, it also poses a significant concentration risk. It may be time to rethink, take profits from the top stocks, and consider a value-oriented portfolio with single-digit P/E ratios.
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Commented by Juliane Zielonka on October 25th, 2024 | 07:00 CEST
Altech Advanced Materials, McDonald's, Volkswagen - Innovation and crisis resilience open up lucrative investment opportunities
In the current economic situation, investors are presented with promising opportunities in companies that stand out due to their innovative strength and skilful crisis management. Particularly attractive are companies that invest countercyclically in research and development and thus emerge from crises stronger than before. Altech Advanced Materials, with its innovative battery technology, shows how companies can tap into new market opportunities through research and development. McDonald's, on the other hand, is struggling with a food safety issue that requires rapid crisis management to restore consumer confidence. Volkswagen has to deal with the consequences of a personnel scandal in its most important foreign market, China. We take a look at the details.
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Commented by Armin Schulz on October 15th, 2024 | 07:15 CEST
Volkswagen and Bayer with problems – 123fahrschule, on the other hand, with great growth potential
As the German economy undergoes a profound transformation, traditional industries are facing significant challenges. Giants like Volkswagen and Bayer are experiencing difficult times with shrinking margins and structural changes. Volkswagen, Europe's leading automaker, is struggling with falling profits in its core brand despite high group earnings and is planning rigorous cost-cutting measures that could jeopardize jobs. Similarly, Bayer is being forced to make extensive job cuts and reorganize. However, in the midst of these crises, new opportunities are also emerging: companies like 123fahrschule are using innovative strategies to thrive in the education sector. Today, we take a closer look at these three companies.
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