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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Dividend comeback: Why Mercedes-Benz and VW look outdated compared to RE Royalties' model
In a market phase in which interest rates have peaked, and tech stocks are ambitiously valued, investors are once again turning their attention to the oldest source of income in stock market history: dividends. But the hunt for the highest returns often turns out to be a dangerous undertaking, because a high percentage payout is usually not a sign of strength, but a warning signal for falling prices or structural problems. While German automotive giants Mercedes-Benz and Volkswagen attract investors with seemingly favorable valuations and generous returns, their business model is facing the most expensive transformation in history. In this environment, RE Royalties, a Canadian niche stock, is coming into focus. Its business model is specifically designed to generate stable cash flows from the megatrend of the energy transition without bearing the operational risks of an industrial group.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
Electric mobility is booming, lithium prices are rising again – An assessment of BYD, Power Metallic Mines, and Volkswagen
The era of the combustion engine is coming to an end. A new ecosystem of technology, raw materials, and manufacturing power is emerging, presenting extraordinary opportunities for early investors. The race toward electrification is in full swing, driven by exploding registration numbers and a rapidly expanding charging infrastructure. But the real leverage lies deeper. Access to critical metals, which are the lifeblood of every battery, is indispensable. As supply chains reorganize, three very different companies are positioning themselves: the emerging giant BYD, the raw materials explorer Power Metallic Mines, and the traditional heavyweight Volkswagen.
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Commented by Fabian Lorenz on December 12th, 2025 | 07:05 CET
Comeback for Volkswagen, BMW & Co.? European Lithium shares benefit from 2 megatrends!
What a comeback for German automakers in the field of electric mobility! The Volkswagen Group accounts for 4 of the top 5 best-selling vehicles in Europe. BMW impresses in tests with its new iX3, which heralds a "new class" for the Munich-based company. The former market leader, Tesla, no longer plays a significant role, partly due to Elon Musk. The current challenger in Europe is now BYD, although the Chinese stock's chart remains far from convincing. In contrast, European Lithium's stock has exploded by almost 400% in the current year. Rare earths and lithium for Europe are driving the price.
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Commented by Stefan Feulner on December 9th, 2025 | 07:00 CET
Volkswagen, Silver North Resources, Albemarle – The comeback of value stocks
2025 was the year of AI stocks. Hardly any other sector dominated the stock markets as clearly as companies in the semiconductor, cloud, and generative AI sectors. While these stocks chased new records and single-handedly pulled the major indices upward, large parts of the market fell by the wayside. Cyclicals, industrials, commodities, and classic consumer stocks remained in downward trends despite solid fundamentals. This is precisely where an exciting starting point is now emerging. Many of these "lagging" sectors are trading at historically low valuations, while sentiment is increasingly shifting away from AI high-flyers. The market is rotating, and 2026 could be the comeback year for undervalued value stocks.
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Commented by André Will-Laudien on November 28th, 2025 | 06:55 CET
New tax incentives for e-mobility in 2026 – The spark for BYD, Nio, Graphano Energy, and VW
The German government is planning to reintroduce an electric vehicle subsidy for private individuals. Currently, there are only purchase incentives for companies and tax advantages for purely electric company cars. In its coalition agreement, Berlin has now promised various purchase incentives for electric vehicles. This includes the reintroduction of an e-mobility bonus for private individuals. The government confirmed this plan at the German auto summit in early October. The plan is to support low- and middle-income households in making the transition to the new era of mobility. In addition to funds from the European Climate Social Fund, a further three billion euros will be available for this purpose until the end of 2029. The details of the subsidy have not yet been announced. Meanwhile, business with electric vehicles is still sluggish. Clearly, people are waiting for the new tax breaks. Which stocks are in focus?
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Commented by André Will-Laudien on November 24th, 2025 | 09:25 CET
DAX up, NASDAQ down! Automotive sector back in focus with Mercedes-Benz, WashTec, BYD, and VW
The correction in the growth markets continues. Even crypto investors, who are used to success, are now complaining about the pronounced market weakness. November and December are usually good months for the stock market. However, because September and October performed so exorbitantly well, profits are now apparently being taken across the board. For German blue chips, the whole thing has been mild so far, and according to general valuation rules, they also have more room for upward movement. We are diving into the world of electric vehicles and combustion engines, where P/E ratios between 4 and 12 are the norm and real, tangible goods are traded. It is time to put away the AI toys and start the machines.
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Commented by Armin Schulz on November 19th, 2025 | 07:00 CET
The secret formula for stable returns: BASF, WashTec, and Volkswagen
In uncertain times, investors long for stability. Dividends not only generate returns but, above all, offer stability. The focus is shifting from speculative hype to companies with sustainable dividend policies. These quality characteristics can be found not only in large index heavyweights but also in specific niches. Three established names that should be examined more closely in this regard are BASF, WashTec, and Volkswagen.
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Commented by Armin Schulz on November 17th, 2025 | 07:15 CET
How European Lithium, Hensoldt, and Volkswagen are overcoming the supply chain crisis and creating potential in their portfolios
The global tech and defense industries are under pressure. Dependence on critical raw materials from limited sources is becoming a strategic nightmare. Recent trade restrictions are driving up prices, jeopardizing supply chains, and forcing Europe to rethink its strategy quickly. At the same time, studies warn of an impending lithium shortage that could bring the electric vehicle boom to an abrupt end. The race for secure supply and technological sovereignty is in full swing – and at the same time offers historic opportunities. We therefore take a look at three companies that are directly active in these turbulent markets: European Lithium, Hensoldt, and Volkswagen.
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Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
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