Electromobility
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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Commented by André Will-Laudien on October 15th, 2024 | 07:00 CEST
After the China rally, is it now time for a gold rush? Important stock check with Alibaba, BYD, Nio, and Desert Gold
The global stock rally is quite impressive, given the current geopolitical situation. However, only a few stocks are actually rising - around 25% of listed stocks, to be precise. The higher valuation of stocks is mainly driven by inflows into the large standard ETFs, which receive monthly inflows via a savings program. In the third quarter of 2024, global ETF assets grew by USD 390 billion, reaching a total of USD 12.4 trillion in assets under management. Stock-picking, therefore, only makes sense today if you are well-informed or possess strong analytical skills. We highlight a few investment opportunities for a handpicked portfolio.
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Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST
Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW
Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.
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Commented by Armin Schulz on October 11th, 2024 | 07:05 CEST
Mercedes-Benz, dynaCERT, BYD – Crisis or opportunity: the transformation of the automotive industry
The German automotive industry is undergoing a profound transformation that is accompanied by significant challenges. The industry is struggling with declining sales figures, job losses, and an uncertain future. Last year, demand for electric vehicles unexpectedly fell. In addition, economic difficulties, particularly due to the weakening Chinese market, have led to a decline in sales. Nevertheless, reducing emissions remains a key concern, with a focus on electrification, technological innovation, and the circular economy. The industry is trying to strike a balance between economic stability and environmental responsibility.
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Commented by André Will-Laudien on October 7th, 2024 | 07:00 CEST
The DAX is on a high, with potential for 100% gains in turnaround stocks like TUI, Lufthansa, 123fahrschule, BYD, and VW!
Despite geopolitical uncertainties, slow economic growth, and still high inflation, the market outlook is improving. It is important to remember that stock markets look 6 to 9 months ahead. Expectations are growing that inflation will significantly decrease, and interest rates will likely drop. The central banks are increasingly under pressure due to the sluggish economy. After months of a tech rally, the focus is now turning to lagging stocks. In the automotive sector, we are looking at VW and BYD, and the tourism sector is also picking up again. The digitalization expert in the German driving school sector, 123fahrschule SE, also appears highly promising. Each of these stocks has the potential to deliver more than 100% gains over the next 24 months. Here is our analysis.
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Commented by André Will-Laudien on October 4th, 2024 | 07:00 CEST
Top stocks performance check: Plug Power, Nel ASA, Altech Advanced Materials, VW, and BYD
A fierce battle has broken out in the automotive market. Habeck is considering reinstating the 2023 environmental subsidies due to a sharp drop in electric vehicle sales, but important market shares have already been lost. In the area of energy transition, Germany is progressing slowly, while nuclear energy is experiencing a global renaissance. Fortunately, innovative concepts are repeatedly emerging from small and medium-sized companies that are helping advance Germany as a business location. While hydrogen continues to play a peripheral role, Altech Advanced Materials has now launched the first prototype of a sodium chloride solid-state battery. For dynamic investors, this presents an explosive environment with extraordinary return opportunities.
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Commented by Stefan Feulner on October 1st, 2024 | 07:00 CEST
Mutares, 123fahrschule, Porsche SE – Incisive news
After the attack by US short seller Gotham City, the holding company Mutares is struggling to regain its footing while the battered share price continues to search in vain for a bottom. Less surprising, given that the crisis in the German automotive industry has already been discussed at length in the press of late, was Volkswagen's sales and profit warning. In contrast, decisions could be made within about two weeks that may reshape a billion-dollar market, potentially benefiting a disruptive technology company disproportionately.
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Commented by Juliane Zielonka on September 27th, 2024 | 07:05 CEST
Volkswagen, First Hydrogen, Lufthansa – Future Technologies for Transport in Focus
The monumental task required to convert entire industries to renewable energies is clearly taking shape. This week, the who's who of the German automotive industry came together for a virtual auto summit. Volkswagen is sticking with hybrids, while politicians want to make the e-vehicle more appealing to citizens. However, the proper infrastructure is lacking. The future could look quite different for the hydrogen market. First Hydrogen is a commercial vehicle supplier that wants to revolutionize the logistics industry with its hydrogen van. The outstanding range of the so-called FCEV, reaching 650 km with only one refuelling, demonstrates that this technology can be far more promising than battery-electric vehicles. Lufthansa customers are realizing that environmental protection costs money. On the one hand, the Company wants to charge fuel surcharges in the freight business, and on the other hand, flight connections are to be reduced in order to withstand the price war with competitors. We provide the details.
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Commented by André Will-Laudien on September 24th, 2024 | 07:00 CEST
Environmental funding is back, now 100% with e-mobility stocks! VW, Mercedes, Prismo Metals, BYD and NIO
E-mobility has become a political issue in Europe because, despite the punitive tariffs imposed, thousands of new vehicles reach the ports of Rotterdam, Antwerp, and Hamburg every week. Prices are up to 30% lower than comparable EU models. Due to the current sales crisis, the German Federal Minister for Economic Affairs visited the crisis-ridden VW Group. There, he assured that he wanted to help and promised new funding for electric vehicles. However, it is not that simple because subsidies require the approval of the EU. This week, Habeck has been invited to the crisis summit of the automotive industry. This could represent the turning point for the struggling automotive industry. Valuations in the sector are at their lowest in years. Where are the opportunities for investors?
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Commented by Armin Schulz on September 18th, 2024 | 07:45 CEST
BYD, Altech Advanced Materials, BMW – The Battle Between China and Europe in the Automotive Industry
The competition between Asian, especially Chinese, and European car manufacturers is intensifying, especially in the electric vehicle sector. China has overtaken Germany as the largest vehicle exporter, and brands like BYD dominate with technological advantages and lower prices. European manufacturers are under pressure and are responding with measures such as possible punitive tariffs and increased competition. At the same time, they are investing in research, development, and strategic partnerships. We look at the current situation of car manufacturers and present a company that could revolutionize the e-mobility market.
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