Automotive
Commented by Matthias Schomber on August 13th, 2026 | 07:10 CEST
BYD, BMW, and RE Royalties in the Spotlight: Price War, Plummeting Profits, Job Cuts, and Green Dividends
Globally, it currently seems as though the auto industry is sitting on a veritable powder keg. Industry giants like BYD and BMW are embroiled in a fierce, perhaps even ruinous, price war. Established automakers are grappling with painful profit slumps and drastic market shifts. Investors, however, are increasingly seeking stable alternatives. As a result, stocks from various sectors, including renewable energy, may now step into the spotlight. One exciting player in this space is RE Royalties. The Canadian company is a pioneer in financing green projects. Even aside from the major automotive crises, it continues to grow steadily. Can this stock really be a safe haven? We take an in-depth look at the current developments at three companies. We compare hard facts and analyze technical charts. Traditional auto manufacturing meets Asian dominance and innovative financing. Read on and discover the opportunities offered by this trio.
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Commented by Fabian Lorenz on August 4th, 2026 | 07:05 CEST
Takeover Candidates in Focus: Steyr Motors Jumps 20%, RE Royalties Draws Interest, and What About Evotec?
Shares of Steyr Motors briefly surged 20% last week following takeover speculation involving a US-based drone and robotics specialist. Although the discussions have since been terminated, analysts remain bullish on the Austrian manufacturer of specialized engines. RE Royalties could also emerge as a takeover candidate before the end of the year. Dissatisfied with the company's share price performance, management has initiated a strategic review and is evaluating all available options. Its royalty-based business model could prove particularly attractive to well-capitalized strategic or financial buyers. And what about Evotec? The German biotechnology company has repeatedly been the subject of takeover speculation in recent years, with such rumours often triggering sharp share price gains. We take a look at the current situation and assess whether renewed acquisition interest could be on the horizon.
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Commented by Matthias Schomber on August 3rd, 2026 | 07:45 CEST
Alarm at Volkswagen, Steyr Motors Takeover Called Off! When Will dynaCERT Spark a Long-Awaited Breakout?
While some of Germany's largest automakers are grappling with a deepening crisis and planning historic restructuring measures, other well-known companies are also facing major challenges. Volkswagen is struggling with a sharp decline in vehicle sales and sweeping cost-cutting plans that have unsettled investors, a trend reflected in the company's weakening share price. At the same time, Austrian engine specialist Steyr Motors is navigating a highly challenging market environment and is being forced to redefine its strategic direction. Most recently, the company put an end to takeover speculation after acquisition talks failed to result in a transaction. Amid these turbulent times, investors are turning their attention to smaller players, such as the Canadian cleantech company dynaCERT. The company has developed an innovative technology for internal combustion engines designed to reduce fuel consumption and emissions, potentially delivering meaningful cost savings for fleet operators.
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Commented by Carsten Mainitz on July 31st, 2026 | 07:00 CEST
Analysts Sound the Alarm: Desert Gold and Steyr Offer Significant Upside Potential—Is Stabilus Poised for a Robotics-Driven Turnaround?
Selected small caps can offer compelling opportunities beyond the market's biggest names. Analysts see significant upside potential in several companies, citing attractive catalysts and long-term growth prospects. Desert Gold is approaching the start of gold production, a milestone that GBC analysts believe could drive a substantial re-rating of the stock. At Steyr, the first potential acquirer has emerged. Although the talks were not successful, this is nonetheless an encouraging strategic signal. Here, too, analysts recommend buying. Meanwhile, could Stabilus' latest strategic robotics partnership mark the beginning of a turnaround? Which of these stocks could be the next to break out?
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Commented by Stefan Bode on July 30th, 2026 | 09:35 CEST
Sector Rotation from AI to Fallen Angels? HPQ Silicon, Mercedes-Benz and PayPal
While the technology and semiconductor sectors are largely driven by innovations in high-density energy storage and the expansion of AI infrastructure, valuation multiples have recently appeared to be vastly overinflated. Consequently, selling pressure has recently increased on Amazon, Nvidia, Tesla, and others, while profit-taking from those stocks is now flowing back into other sectors and "fallen angels." Today, we'll take a closer look at three of these fascinating companies—ranging from an international payment provider to a German automaker to an innovator in battery technology. Read more here.
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Commented by Nico Popp on July 17th, 2026 | 07:30 CEST
The End of the Auto Industry Looms: Will Mercedes-Benz & Co. Find a Way Out? BYD as a Role Model, Rock Tech Lithium as a Problem-Solver
The auto industry is in the midst of a deep crisis, as evidenced not only by the news from Volkswagen. The availability of battery raw materials has become a critical factor for automakers. According to a survey by industry experts at Benchmark Minerals, global demand for lithium-ion batteries rose by 29% in 2025 to a total of 1.59 terawatt-hours. While stationary battery storage was the fastest-growing segment, the electric vehicle sector remains the dominant driver of demand in terms of volume. This trend is intensifying global competition for critical raw materials. China is leading the way here. The country controls an estimated 85% of global battery production and processes around 70% of the world's lithium. This poses a risk for Western automakers. They need to develop their own solutions. We analyze the situation and explore a potential solution.
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Commented by Lars Winter on July 17th, 2026 | 07:00 CEST
Long Live Diesel: Why dynaCERT, Deutz, and Daimler Truck Are Worth Watching—Analysts See More Than 500% Upside
The future of transportation may be electric, but the road to getting there will be longer and more complicated than many investors believed. Millions of trucks, construction and agricultural machines, generators, and military vehicles will continue to rely on internal combustion engines for years to come. That reality is creating an intriguing investment opportunity. We take a closer look at three companies that could benefit from this transition: dynaCERT, Deutz, and Daimler Truck.
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Commented by André Will-Laudien on July 13th, 2026 | 07:50 CEST
The Unexpected Lithium Rally 2.0: Mercedes, Porsche AG, Rock Tech Lithium, and BASF in Focus
It has finally happened! The looming global power shortage is unexpectedly becoming a massive catalyst for a new boom in the commodities market, once again propelling lithium stocks into the spotlight. The renowned Fraunhofer Institute has reached the clear conclusion that European demand for high-purity lithium hydroxide will increase sixfold by 2030. Analysts explicitly emphasize that only companies with closed, regional supply chains will be able to successfully circumvent the looming production bottlenecks caused by power and raw material shortages. This is because Western industrialized nations aim to drastically reduce their dependence on Asia and rely on their own raw material reserves. For investors, this fundamental transformation builds a highly attractive bridge to the next generation of beneficiaries. While automotive groups such as Mercedes and Porsche are now radically securing their supply chains through partnerships, Rock Tech is poised to move into supplier status in the near future. The chemical company BASF, an indispensable partner for cathode materials, is also part of the picture. Savvy investors are using the current consolidation phase to position themselves early among the winners of this megatrend.
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Commented by Armin Schulz on July 8th, 2026 | 07:20 CEST
The Underrated Return Pillar: BYD, Rock Tech Lithium and Mercedes-Benz – Lithium Storage Boom Opening Up Opportunities
Green electromobility is technically ready to go, yet the true Achilles' heel of the electric revolution lies not on the road but in the raw-material supply. While politicians speak of sovereignty, the market is grappling with exploding demand for battery raw materials. This situation is amplified by energy storage for power grids. Anyone who now grasps the bigger picture recognizes the decisive shift in power in the global race between Chinese dominance and the West's drive for independence. This is exactly where the e-car giant BYD, the emerging lithium producer Rock Tech Lithium and the traditional group Mercedes-Benz come in, with opposing but equally trailblazing strategies.
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Commented by Matthias Schomber on July 7th, 2026 | 07:00 CEST
Auto and Combustion-Engine Crisis Meets Nuclear Power: Volkswagen and BMW Under Pressure - American Atomics on the Verge of a Breakout?
Germany's automotive industry has reached yet another low point in its ongoing crisis. Thousands of jobs are at risk. The country has long since surrendered its technological leadership to the Chinese. Policymakers have already driven the final nail into the coffin, and the casket is practically halfway into the ground. Yet, as the saying goes, hope dies last. Perhaps Volkswagen, BMW, and Germany's other automakers can still turn the tide and stage something of a resurrection. Or the grave may simply be filled in, marking the beginning of a prolonged decline—or even a permanent one. Volkswagen and BMW continue to struggle with structural challenges, shrinking margins, and weakening international markets. Investors should increasingly reconsider where they allocate their capital. Traditional safe bets no longer offer the same reassurance, and attention is inevitably shifting toward entirely different sectors benefiting from strong political support. This is precisely where the US uranium industry could emerge as a major beneficiary, with smaller players such as American Atomics also seeking to position themselves to help meet the world's rapidly growing energy demand. It is a paradigm shift that undoubtedly carries significant risks—but also presents tangible opportunities.
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