Mercedes Benz Group

Stock

ISIN: DE0007100000

Ticker: MBG

DE0007100000

MBG

Price

Debate sobre MBG

Puestos

258

Moritz

@leveragegrinding

1D·

Car manufacturers and self-driving cars

Somehow, posts about $TSLA (-2,27 %)
$MBG (+1,67 %)
$VOW (+2,85 %) and the assistance systems always seem strange to me, so I asked ChatGPT.

(Prompt: "self-driving cars Mercedes vs waymo vs tesla"

AI says:

Investor perspective:

Whether self-driving cars based on cameras will get approval in Europe for fully autonomous driving remains to be seen, because there is definitely a lot of criticism of the pure AI+ camera strategy.

It may work faster in America and Asia, where the media can be bribed even better and accidents are less relevant than sales figures, but in the EU a very large disinformation campaign would have to work against the will of the European lobby, which uses the expensive lidar systems.

Conclusion again from ChatGPT:

Tesla, as usual, has not unlocked another level on the launch date now, so they are still level 2, right? https://www.handelsblatt.com/technik/it-internet/autonomes-fahren-tesla-startet-robotaxi-dienst-mit-einigen-einschraenkungen/100135657.html

Luca

@Lvca

4D·

WAYMO: "TESLA WAS RIGHT, WE WASTED YEARS"

$TSLA (-2,27 %) Waymo has released a new research paper that basically says this: if you want smarter self-driving cars, you simply need to throw more data and computing power at the problem.

That's exactly what Tesla has been doing for years - ditching traditional methods, building gigantic AI supercomputers and collecting data non-stop with their fleet of vehicles.

Corry Wang, who heads up the computing infrastructure at Anthropic, put it in a nutshell:

"Waymo was wrong. Tesla was right."

Badass.

If this proves to be true, Tesla could be on the verge of a GPT-3-like level-up in autonomous driving - while Waymo is just watching in the rear-view mirror.

19 Comentarios

Nom@user28461

Let me help you with ChatGPT:

Tesla vehicles rely exclusively on so-called **vision-based systems**, i.e. cameras supported by **AI models**, to recognize the environment in their autonomous driving approach. This also works at night, for several reasons:

---

### 🌙 Why does Tesla's camera system also work at night?

#### 1. **High-resolution cameras with good low-light performance**

* Tesla's cameras are specially calibrated and have a high sensitivity to low light.
* Similar to modern smartphone cameras, they can deliver usable images even in low light conditions.

#### 2. **Processing with AI (Neural Nets)**

* The software also processes noisy or dark images using neural nets that have been trained to recognize objects in many different lighting conditions - including night, twilight, headlights, streetlights, etc.

#### 3. **Utilization of vehicle lights**

* The vehicle's headlights illuminate the road in front of the car and enable the cameras to detect important elements such as road markings, pedestrians or obstacles.
* Rear lights of other vehicles help the software to identify them correctly.

#### 4. **Infrared elements (passive)**

* Some cameras have some infrared capabilities, which improves night vision performance - although Tesla does not use active infrared or night vision cameras like some other manufacturers.

---

### 🚫 Why no radar or LiDAR?

Tesla deliberately decided against **Radar** and **LiDAR** because:

* Vision-only AI should extract all necessary information from image data in the long term.
* Radar in earlier versions sometimes led to contradictory results with the camera data.
* LiDAR is very expensive and, according to Tesla, not necessary if the AI is sufficiently trained visually.

---

### Conclusion

Tesla can also drive safely at night** because:

* The cameras can "see" enough with headlights and modern image sensors.
* The AI is trained to reliably process relevant information even in the dark.

•

Ver todas las 15 respuestas adicionales

Yüksel T.

@yuekseltoprak

1Semana·

Benz

I love the Money Machine.

16.06

Mercedes Benz Group

Compró 476,25 a 50,57 €

24.084,00 €

8 Comentarios

Philip Buß@GoldenShield

1Semana

For dividends and cashflow its amazing, but chart wise it is quite depressing the Last 18-24 months

•

Ver todas las 7 respuestas adicionales

Tenbagger2024

@Tenbagger2024

1Semana·

Danish army procures 1,000 Mercedes G-Classes

$MBG (+1,67 %)

The Danish military is arming itself with new G-Classes. Up to 1,000 off-road vehicles are being procured, which we know from the Bundeswehr as the "Wolf".

New Wolf G464 replaces the old ones

The Bundeswehr is also gradually retiring its old wolves after more than three decades. Under a framework agreement between the Federal Office of Bundeswehr Equipment, Information Technology and In-Service Support (BAAINBw) and Mercedes-Benz, up to 5,800 vehicles of the new G model (type 464) will be procured by 2032. The contract has a total volume of around 1.3 billion euros.

Details can be found in the report under the link.

https://www.auto-motor-und-sport.de/nutzfahrzeug/daenische-armee-beschafft-1-000-mercedes-g-klassen/?_gl=1*n2nws8*_ga*VGVwNVJMUGFDUi1FTVNJMXZsa241Q2tkRThISWVEZy01dkZxWUp4OGtzeFVUaFFDQmUwMDdPcWZ0Y09ST0I0ZA..

www.auto-motor-und-sport.deMilitär-Auftrag: Dänische Armee beschafft 1.000 Mercedes G-Klassen

5 Comentarios

Ronald@AlterMann

1Semana

As an E-car?

•

Ver todas las 4 respuestas adicionales

Christian Lill

@InvestmentTraders

1Semana·

Mercedes Benz share

Something that may have gone under the radar yesterday due to the conflict in the Middle East: Yesterday it was announced that Trump could consider raising automotive tariffs again after all.

This is depressing share prices, particularly of $MBG (+1,67 %) which has a decisive short-term reason. But compared to the competition, Mercedes Benz is beating BMW and Volkswagen.

Why? You can find out in this video.

https://www.youtube.com/watch?si=cVoJ-7GMtt11P_2d&fbclid=IwY2xjawK5NYtleHRuA2FlbQIxMQBicmlkETFsNVBYcHNjdU9BVkx1bURLAR7tFo4okBd1TWaYAvatlSuxI33Oyy2MlidPwUOwZBMTYQwF5Xjohy9lurq3Kw_aem_VXJf60iX-mOyBepabUq34g&v=5H6DubFsNDw&feature=youtu.be

www.youtube.comMercedes Benz Aktie – BMW & VW kurzfristig stärker? Langfristig schlägt Mercedes sie alle!

6 Comentarios

Erdbeermaus@Lumimyrsky

1Semana

hmm so in the long term BMW is up and Mercedes sideways

•

Ver todas las 3 respuestas adicionales

Business News Germany

@Business_News

2Semana·

Industry in Germany: 100,000 jobs cut | Northvolt's decline: a premature end

Industry in Germany: 100,000 jobs cut

German industry is facing a profound upheaval. In just one year, around 100,000 jobs have been lost, representing a massive decline in the sector. The automotive industry in particular, which includes Mercedes $MBG (+1,67 %) is severely affected. Around 45,400 employees have lost their jobs here. There are numerous factors behind this trend: technological innovations, the shift towards sustainable mobility concepts and global economic challenges that are increasing the pressure on the country's industrial base. This development could not only jeopardize Germany's economic stability, but also have a lasting impact on social structures in the affected regions. The question remains as to how politicians and companies will react to this change and whether new jobs can be created in promising sectors.

Northvolt's decline: a premature end

In recent years, Northvolt, a start-up specializing in cell manufacturing, has attracted a lot of attention. With over 15 billion dollars raised in a single financing round, the company was considered the largest of its kind. European politicians were keen to promote cell production on the continent in order to reduce dependence on Asian manufacturers. Despite support from well-known investors such as Volkswagen $VOW3 (+2,82 %) and Goldman Sachs $GS (+1,96 %)who were betting on a revolutionary future, the company went bankrupt two years after a valuation of 12 billion dollars. This rapid decline not only calls Northvolt's future into question, but also highlights the challenges facing innovative companies today. The lesson to be learned here concerns the risks and uncertainties in a rapidly changing economic environment.

Sources:

https://www.spiegel.de/wirtschaft/unternehmen/industrie-in-deutschland-100-000-jobs-in-einem-jahr-abgebaut-a-e60643f6-53f6-4abe-a1d0-085678c58803

https://www.manager-magazin.de/unternehmen/northvolts-niedergang-warum-europas-vorzeige-start-up-am-ende-scheiterte-a-c335f293-934f-403d-8942-9b0fc89fa82f

Yüksel T.

@yuekseltoprak

2Semana·

Mercedes vs Tesla: A Covariance Analysis of Two Automotive Giants (2024-2025)

This analysis examines the relationship between Mercedes-Benz Group AG ($MBG (+1,67 %)) and Tesla Inc. (TSLA) through statistical covariance analysis, covering the period from February 2024 through June 2025. Our findings reveal a negative covariance of -20.58, indicating these two automotive leaders tend to move in opposite directions, creating potential diversification benefits for investors.

Introduction

As the automotive industry undergoes its most significant transformation since the invention of the internal combustion engine, two companies represent different approaches to the electric vehicle revolution. Mercedes-Benz, a century-old luxury automaker, and Tesla, the electric vehicle pioneer, offer contrasting investment profiles that warrant detailed statistical analysis.

Company Performance Overview

Mercedes-Benz Group AG (MBGAF)

Mercedes faced significant headwinds throughout the analysis period:

Monthly Average Return: -1.17% (February 2024 - June 2025)
2024 Financial Results: Adjusted EBIT fell to €8.7 billion from €14.3 billion in 2023
Return on Sales: Declined to 8.1% from 12.6% in 2023
Key Challenges: Lower volumes in China, negative pricing pressure, unfavorable product mix
Volatility: 4.64% monthly standard deviation
Current Position: Trading around $58.97 as of June 2025

Tesla Inc. (TSLA)

Tesla demonstrated remarkable volatility and mixed performance:

Monthly Average Return: 4.69% (February 2024 - June 2025)
2024 Total Return: 62.52% for the full year
2025 Performance: Highly volatile with dramatic swings
Volatility: 15.76% monthly standard deviation (3.4x more volatile than Mercedes)
Current Position: Trading around $344.19 as of June 2025
Market Cap: Over $1.1 trillion
Notable: Hit all-time high of $479.86 in December 2024, then declined significantly in early 2025

Methodology: Covariance Analysis

Formula Used:

Cov(Mercedes, Tesla) = Σ(Mercedes Return - E[Mercedes])(Tesla Return - E[Tesla]) / (n-1)

Data Period: 17 months from February 2024 to June 2025 (17 monthly return observations)

Complete 17-Month Analysis (February 2024 - June 2025):

Monthly Returns Data:

Expected Returns:

Mercedes Average: -1.17% (monthly)
Tesla Average: 4.69% (monthly)

Covariance Result: -20.58

Key Findings

1. Negative Correlation Pattern

The negative covariance of -20.58 indicates that when Mercedes stock rises, Tesla typically falls, and vice versa. This relationship suggests:

Different market dynamics affecting each company
Contrasting investor sentiment toward traditional vs. new automotive players
Potential portfolio diversification benefits

2. Volatility Analysis

Tesla: Extremely volatile with standard deviation of 15.76% monthly (ranging from -25.15% to +38.85%)
Mercedes: More stable with standard deviation of 4.64% monthly (ranging from -7.56% to +10.02%)
Risk Comparison: Tesla is 3.4x more volatile than Mercedes

3. Correlation Analysis

Correlation Coefficient: -0.28 (moderate negative correlation)
Statistical Significance: The negative relationship is consistent but not perfectly predictable

3. Market Response Patterns

Tesla Benefits From:

Electric vehicle adoption momentum
Technology and innovation narratives
Regulatory support for EVs
Elon Musk's high-profile initiatives

Mercedes Struggles With:

Traditional automaker transformation challenges
Chinese market pressures
Higher costs of EV transition
Trade tension impacts

Industry Context

The Great Automotive Transition

The period analyzed captures a critical inflection point in automotive history:

Traditional Automaker Challenges (Mercedes):

Legacy manufacturing costs
Dealer network transitions
Supply chain disruptions
Consumer behavior shifts

EV Pioneer Advantages (Tesla):

First-mover advantage in EVs
Vertical integration benefits
Software-defined vehicle approach
Direct-to-consumer sales model

Market Forces Driving Divergence

Regulatory Environment: EV mandates favor Tesla's pure-play approach

Consumer Preferences: Younger buyers gravitating toward Tesla brand

Technology Integration: Tesla's software-first approach vs. traditional hardware focus

Global Expansion: Different geographic exposure and market penetration

Investment Implications

Portfolio Construction Benefits

The negative covariance of -20.58 and correlation coefficient of -0.28 suggest these stocks could work well together in a portfolio:

Risk Reduction: Opposing movements can reduce overall portfolio volatility
Sector Exposure: Capture automotive industry growth through different approaches
Hedging Opportunity: Mercedes position could hedge against Tesla-specific risks

Risk Considerations

Industry Disruption: Both face uncertainty from autonomous driving technology
Economic Sensitivity: Different exposure to economic cycles and trade policies
Execution Risk: Success depends on management's ability to navigate transition

Future Outlook

Mercedes-Benz Transformation

Product Pipeline: New CLA model launching in 2025, followed by S-Class upgrade in 2026
Performance Program: "Next Level Performance" initiative targeting 10% cost reduction by 2027
Electric Strategy: All-electric GLC and C-Class models planned

Tesla's Evolution

Robotaxi Launch: Planned for Austin market in 2025
Production Expansion: Scaling manufacturing to meet growing demand
Energy Business: Growing storage and solar operations

Conclusion

The negative covariance between Mercedes and Tesla reflects the broader transformation occurring in the automotive industry. While Tesla has capitalized on the EV revolution, Mercedes faces the complex challenge of transforming a century-old business model.

Key Takeaways:

Strong Diversification Value: The -20.58 covariance provides significant portfolio diversification benefits

Contrasting Risk Profiles: Tesla offers high-risk/high-reward potential (4.69% monthly average, 15.76% volatility); Mercedes provides stability (-1.17% monthly average, 4.64% volatility)

Industry Transformation Capture: Together, these stocks represent the full spectrum of automotive industry evolution from traditional luxury to electric innovation

Real-World Evidence: The most dramatic example occurred in January 2025 when Tesla plummeted -25.15% while Mercedes surged +10.02%, demonstrating the powerful diversification effect in action.

Investment Strategy Considerations:

Consider pairing these stocks for balanced automotive exposure
Monitor covariance changes as industry transformation progresses
Evaluate position sizing based on risk tolerance and market outlook

The statistical relationship between these automotive giants offers investors a unique window into one of the most significant industrial transformations of our time. The -20.58 covariance, derived from 17 months of actual market data, provides a data-driven foundation for understanding how different approaches to automotive innovation translate into market performance and portfolio construction opportunities.

$MBG (+1,67 %)

1 Comentario

Tunahan@Akkk

1Semana

Merhabalar

••

fund_mastermind_768

@fund_mastermind_768

3Semana·

Maybe see you soon

I would say it was good. But that's not quite true, the dividend was good.

That's why I'm not in the red. I'm keeping the other half of the position for now. We're hoping for better times in the future. The money will go into $TDIV (+0,98 %) hopefully it will be blessed with a better return.

29.05

Mercedes Benz Group

Vendido x50 en 53,27 €

2663,50 €

2,42 %

17 Comentarios