VOLKSWAGEN AG VZO O.N.
Commented by Armin Schulz on January 24th, 2025 | 07:15 CET
First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again
Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.
Read
Commented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
Read
Commented by Juliane Zielonka on January 9th, 2025 | 07:05 CET
ARI Motors, Volkswagen, BYD – E-mobility between urban niche, China strategy, and ethical boundaries
Electromobility is changing the automotive industry at all levels – from agile small vans for city centre operations to vehicles used on the factory premises of large corporations: cost-efficient solutions are in demand. The German manufacturer ARI Motors is conquering the niche of inner-city deliveries and artisan businesses with its small and nimble electric vehicles. Meanwhile, the industry's big players are fighting for market share in China. Volkswagen is expanding its strategic partnership with Chinese EV pioneer Xpeng to develop new EV models for the Asian market and roll out a nationwide network of 20,000 fast-charging stations. Chinese automaker BYD, however, is making headlines in Brazil – not for its innovations but for a scandal involving questionable working conditions during the construction of a new factory.
Read
Commented by Armin Schulz on January 8th, 2025 | 07:30 CET
Bayer, First Hydrogen, Volkswagen – Turnaround Candidates for 2025 Under Review
After the year-end portfolio window-dressing in December, the new year starts with the hunt for the right stocks for 2025. Special attention should be given to turnaround candidates, meaning stocks that underperformed last year. These companies have faced challenging times and have often already begun addressing their issues through strategic realignment. Sometimes, market conditions for a sector can improve significantly from one year to the next, and then the stocks of these companies often rise disproportionately. Identifying the right stocks requires thorough research. We look at three potential turnaround candidates.
Read
Commented by Armin Schulz on January 6th, 2025 | 07:15 CET
Volkswagen undervalued! What about European Lithium and BYD?
Looking at the market for electric vehicles in Germany, the outlook seems bleak. However, taking a broader view, the global picture tells a different story. Battery production is also steadily rising, driving a growing demand for lithium. Currently, the lithium supply is still sufficient, but experts predict that by 2030 demand will exceed supply. The reason for this is not only the automotive industry but also the demand for energy storage for renewable energies. We take a look at three companies and their current situation.
Read
Commented by André Will-Laudien on December 30th, 2024 | 07:05 CET
Will the corks be popping in 2025, too? 100% with BYD, VW, Power Nickel, MicroStrategy and Bitcoin possible
Since the tech bubble of 2000, there has been no year in which profits were so concentrated in just a few sectors as in 2024. Bitcoin, high-tech, artificial intelligence, and armaments were the blockbusters, while other sectors such as biotech, pharmaceuticals and automotive lagged far behind or even ended the year in the red. Nvidia, Tesla, D-Wave, Super Micro Computer, Rheinmetall and MicroStrategy were the protagonists of an incredible spectacle. Now, these stocks have priced in a golden future, in some cases with P/E ratios of over 100, and no one can seriously predict how things will continue here. Historically, the subsequent crash in the three years following the reference year 2000 resulted in losses of over 90%. The important difference: whereas in the past stocks were listed without any fundamental value, today it is predominantly world market leaders in their particular niche. Investors are betting on the fact that there will be no competition in the long term. Where are the opportunities for investors at the turn of the year?
Read
Commented by Juliane Zielonka on December 30th, 2024 | 07:00 CET
dynaCERT, Mercedes-Benz and Volkswagen: Three strategies for the mobility transition
The automotive industry is undergoing a unique transformation: innovative technologies are creating new markets, while established European manufacturers are struggling with tighter environmental regulations. The Canadian company dynaCERT offers an applicable interim solution with its HydraGEN™ technology: the switchable retrofitting of conventional diesel engines with hydrogen technology enables significantly lower CO₂ emissions. Ideal for logistics, shipping and mining. dynaCERT is enjoying profitable new business in the Mexican mining industry. For Mercedes-Benz, Mexico is also the mobility country of the future. The Company is setting new records there with its bus business and dominating the sector, achieving a market share of 45%. In contrast, the German carmaker Volkswagen is suffering from a lack of demand for electric mobility at its home base. It plans to avert the impending crisis by cutting 35,000 jobs. Where should investors be looking now?
Read
Commented by Armin Schulz on December 27th, 2024 | 07:10 CET
Volkswagen, Globex Mining, Novo Nordisk – Here are the opportunities for the coming year
The vbw commodity price index recorded a remarkable increase of 4.4% in October 2024 compared to the previous month – an increase of 18.4% year-on-year. On the one hand, this is surprising, as the economy has reportedly noticeably slowed down. On the other hand, geopolitical tensions seem to be causing overcompensation. Raw materials are the engine of the economy, and it is not for nothing that the price of copper is considered a leading indicator of economic activity. In times of export restrictions, it is clear how dependent the world is on China and Russia. Without the crucial raw materials, production comes to a halt. We take a look at three companies and assess whether they are well-positioned in the raw materials sector for the upcoming year.
Read
Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
Read
Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
Read