Volkswagen AG
Commented by Nico Popp on September 20th, 2023 | 08:10 CEST
Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty
For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.
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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST
Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen
While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.
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Commented by Stefan Feulner on September 18th, 2023 | 08:00 CEST
Automotive stocks surging - Nikola, First Hydrogen, Volkswagen AG
While BMW faced a setback due to a downgrade by the British investment bank Barclays from EUR 107.50 to EUR 92.50 and the new rating "Underweight", other automotive stocks celebrated significant price gains. Especially in the field of alternative propulsion, there are companies with substantial growth potential that, despite the prevailing market correction, continue to hold promise for sustainable growth.
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Commented by André Will-Laudien on September 13th, 2023 | 08:45 CEST
IAA Mobility - There is more to come! Pressure on Volkswagen, BYD and Power Nickel increases
The IAA Mobility closed its doors over the weekend. It was supposed to exude glitz and glamour, but the spark in the field of e-mobility doesn't seem to be flying, and sales figures are declining in Germany. There were only a few real innovations in Munich, but at least progress is being made with e-bikes. More than half of the 750 exhibitors came from abroad, a fact that the German automotive industry is feeling more and more. The Chinese manufacturer BYD presented five models, which will soon be launched in Germany. They are in direct competition with Volkswagen's ID range. Where do the opportunities lie for investors?
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Commented by Nico Popp on September 6th, 2023 | 09:00 CEST
Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials
The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.
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Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
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Commented by André Will-Laudien on August 8th, 2023 | 09:50 CEST
Is Artificial Intelligence facing a crash? Facing the bear market with profit enthusiasm: BYD, VW, Nikola, and Power Nickel
The major stock markets reached new highs for the year last week. With interest rates continuing to rise, inflation still on the rise and recessionary tendencies, many market participants are wondering if the bull market will pause for a while. Because what has failed to materialize so far is a significant consolidation, which would be necessary to finally let off some steam and prevent losses of 20 to 50% within 6 weeks, as seen in 2000, 2008, 2011, 2015 and 2022. The respective starting points in those years were the volatile late summer months of August and September. Stocks such as Nividia, C3.ai and Palantir recently gained as much as 250% and have been buoyed by the AI wave. But how far can this trend go? Looking at the battery market, BYD, Nikola, and Power Nickel could be the next profit generators.
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Commented by Nico Popp on July 19th, 2023 | 08:55 CEST
Battery technology - but sustainable! Volkswagen, First Phosphate, SMA Solar
Germany's former flagship industry is suffering: Shifts are being cut at the Volkswagen plant in Zwickau. The reason: customers remain reluctant to buy new cars. They are not yet convinced by many e-cars. Added to this is the price shock. Using three companies as examples, we explore how it could go on for car manufacturers like Volkswagen and how investors can still bet on e-mobility.
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Commented by Fabian Lorenz on July 12th, 2023 | 07:20 CEST
Top news: Volkswagen with problems, Plug Power and dynaCERT profit
Is the electric motor stuttering at Volkswagen? Recent reports indicate that it is. Prices for the ID.3 have been massively reduced in China, and most recently, Handelsblatt reported on sales problems for the Wolfsburg-based company's electric models in Europe. In the hydrogen sector, however, the mood has improved considerably. BloombergNEF predicts significant economies of scale for the industry, and the successful IPO of ThyssenKrupp Nucera illustrates investor interest. Pure-play Plug Power and newcomer dynaCERT can also benefit from this. dynaCERT is convincing with a positive newsflow, and one customer believes in a revolution. Analysts see 30% share price potential for Plug Power.
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Commented by André Will-Laudien on July 3rd, 2023 | 07:45 CEST
Forget the heating law - 100% turnaround opportunity possible with Deutsche Bank, Volkswagen, BYD and Cardiol Therapeutics
When the major indices perform, some stocks unfortunately fall by the wayside. This can be due to a lack of attractiveness or the impact of megatrends such as Artificial Intelligence or Digitalization. Deutsche Bank is well on track for 2023, Volkswagen's low valuation is bound to attract attention at some point, and biotech company Cardiol Therapeutics is poised for a big jump. We take a closer look.
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