$BMW (-0.96%)

Tuesday:

$BMW (-0.96%) BMW lowers its forecast. Developments in the Middle East and China, in particular, are weighing on the company’s annual targets. In China, the auto market reportedly slumped by 20% overall in May. This is fueling further discount wars there, from which German automakers tend to stay out.

https://www.sueddeutsche.de/wirtschaft/bmw-muenchen-krise-gewinnwarnung-sparprogramm-li.3500059

Thursday:

In the Fed’s first interest rate decision under Kevin Warsh, the interest rate remains unchanged. For the first time in a long while, this decision was also unanimous. Warsh emphasizes, above all, the Fed’s role in keeping inflation in check.

https://www.tagesschau.de/wirtschaft/fed-leitzins-154.html

Friday:

The German defense contractor $RHM (-2.7%) Rheinmetall is looking to enter the weapons production market in Japan and is exploring a potential investment. The plan is to potentially produce weapons for the Japanese domestic market as well as for export.

https://www.handelsblatt.com/unternehmen/industrie/expansion-rheinmetall-prueft-einstieg-in-die-waffenproduktion-in-japan/100234399.html

The German software company $TMV (+3.42%) TeamViewer has once again received an award from Gartner for its AI platform, TeamViewer One. The platform combines remote access with AR. It also features an integrated AI agent named “Tia” that independently resolves IT issues. However, what will be particularly interesting is a look at the Q2 figures and whether this technological leadership can also be translated into growth.

https://www.finanztrends.de/news/teamviewer-aktie-0-3-prozent-guidance-bremst-kurs/

$BMW (-0.96%)

📌 𝐖𝐢𝐜𝐡𝐭𝐢𝐠𝐬𝐭𝐞 𝐏𝐮𝐧𝐤𝐭𝐞

• A weaker Chinese auto market and increasing competitive pressure are weighing on operating performance

• The impact of the Middle East conflict is lasting longer than expected, driving up costs and causing consumer reluctance

• Additional structural and efficiency measures will result in one-time charges in the second half of 2026

⠀

🎯 𝐀𝐮𝐬𝐛𝐥𝐢𝐜𝐤

• Vehicle deliveries: slight decline expected (previously at prior-year level)

• Automotive EBIT margin: 1–3% (previously 4–6%)

• Automotive RoCE: 1–5% (previously 6–10%)

• Earnings before taxes: significant decline expected (previously moderate decline)

• Automotive free cash flow still expected to exceed €2.5B

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

• “We have strong product momentum with the NEW CLASS and will bring the strongest BMW portfolio in history to the road over the next two years.”

• “At the same time, we will adapt our structures and processes to the drastically tougher market conditions. It’s all about speed and efficiency.”

$BMW (-0.96%)

While everyone is eyeing Big Tech, a story is building up at $STLAM (+3.07%) a story is building up that value investors cannot ignore. After the horror year of 2025, the Q1 figures for 2026 point to a massive turning point.

Why I am bullish now:

1. focus on the cash cows (The "Big Four") 🐎

Stellantis has put an end to the proliferation of brands. The Group is radically focusing on Fiat, Peugeot, Jeep and RAM. These brands bring volume and margin. Fiat in particular is an absolute gold mine thanks to its dominance in South America!

2. the realism check: hydrogen exit & battery focus 🔋

Stellantis cleans up:

- Consistent exit from hydrogen: The Symbio exit (April '26) shows: If you want to burn money, do it elsewhere. $STLAM (+3.07%) Saves billions in future capex.

- Smart battery deals: Partnership with CATL $3750 (-7.18%) (LFP cells) and Tiamat (sodium-ion). Affordable batteries for the masses instead of expensive high-end niche products.

3. the "Leapmotor" joker vs. EU competition 🇨🇳

Stellantis builds the technology of $9863

(Leapmotor) in Europe. This allows them to circumvent EU tariffs and gives them a weapon against BYD $1211 (+1.53%) which $VOW (-2.2%) (VW) or $BMW (-0.96%) (trapped in rigid cost structures) completely lack.

4th valuation: Almost a gift? 💎

With an estimated P/E ratio of approx. 4 the share is extremely cheap. Yes, the dividend has been canceled for 2026 - but this is the perfect entry point before the dividend hunters return in 2027/28.

Conclusion:

Stellantis acts like a software company: What is not profitable is cut. While the competition remains in "hope mode", Stellantis is building $STLAM (+3.07%) an efficiency fortress. For me, this is a classic contrarian bet with enormous upside potential.

What do you think? Value pearl or old-economy grave? 👇

Edit: Ticker link added. Sry my first post

#Investing
#Stellantis
#Stocks
#ValueInvesting
#Automotive
#DepotUpdate
#Fiat
#RAM
#Contrarian
#Turnaround

$NCLH (-1.37%)
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$HFG (-3.45%)
$BMW (-0.96%)
$ZAL (-1.65%)
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15 increases

13 unchanged

7 reductions

Insurance companies

Banks

Utilities

Car stocks

Type here if you like collecting dividends: https://shorturl.at/83W8R

$MBG (-0.44%)
$ALV (-0.56%)
$VOW3 (-1.87%)
$MUV2 (+0.2%)
$BMW (-0.96%)
$AIR (-1.12%)
$CBK (+0.32%)
$523232
$DTG (-1.09%)
$DHL (-1.56%)
$FME (-0.25%)
$FRE (+0.05%)
$HNR1 (-0.68%)
$MTX (-2.04%)
$RHM (-2.7%)
$SAP (-0.57%)
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$BAS (-0.15%)
$BAYN (-2.11%)
$BEI (+0.68%)
$DBK (-0.16%)
$DTE (+3.34%)
$EOAN (-1.3%)
$GEA (-2.07%)
$IFX (-5.1%)
$RWE (-1.33%)
$SY1 (-0.58%)
$ZAL (-1.65%)
$ADS (-0.99%)
$BNR (+0.85%)
$HEN (-0.89%)
$MRK (-1.03%)
$SIE (-1.7%)
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The 2026 dividend season is stronger than expected. Despite economic uncertainties, payouts remain at a high level, many companies are robust and confirm the role of dividends as a key driver of returns.

Around 25 companies in the DAX are expected to increase their dividends. Overall, the level remains attractive, even if the momentum varies from sector to sector and not all sectors are benefiting equally.

The shift within the sectors is particularly striking. While traditional dividend payers from the automotive industry such as$MBG (-0.44%)
$VOW (-2.2%) or $BMW (-0.96%) are paying weaker dividends, other sectors are gaining in importance:

Insurance companies and financial stocks in particular are moving more into focus. Companies such as $ALV (-0.56%) or the $DBK (-0.16%) are among the beneficiaries of this development and could play an increasingly important role for dividend investors. At the same time, there are also individual cases such as$ENR (-4.68%) which are paying dividends again after a break.

For investors, this means that selecting the right sectors is becoming more important than the dividend yield alone.

If you want to understand the most important trends, figures and individual stocks in detail, you can find the complete analysis here in the new Artikel the complete analysis.

This article is part of an advertising partnership with Société Générale

Which dividend stocks are of interest to you at the moment? $BMW (-0.96%)
$V (+0.53%)
$PEP (+0.12%)
$MDLZ (+0.6%)
$VNA (-0.77%)
$MBG (-0.44%)
$DHL (-1.56%)