$VZ (-1,71 %)
$DPZ (-0,32 %)
$CDNS (+4,98 %)
$BARC (+0,51 %)
$SPOT (+0,57 %)
$BP. (-1,62 %)
$SPGI (-1,07 %)
$KO (+0,07 %)
$UPS (-0,84 %)
$AIR (-0,09 %)
$SBUX (-0,94 %)
$ENPH (-1,29 %)
$NXPI (+0,67 %)
$STX (-1,18 %)
$BE (-2,05 %)
$V (-0,08 %)
$MDLZ (-0,14 %)
$HOOD (+0,68 %)
$MBG (+0 %)
$UBSG (+0,76 %)
$DBK (+0,9 %)
$LMND (-0,71 %)
$SOFI (+0,13 %)
$TER (+4,36 %)
$ADS (-0,76 %)
$ABBV (-1,37 %)
$G24 (-1,73 %)
$WM (-1,71 %)
$APH (-0,47 %)
$CMG (+0,6 %)
$GOOG (+1,06 %)
$META (+2,51 %)
$MSFT (+1,38 %)
$AMZN (+3,03 %)
$005930
$BAS (+0,46 %)
$SU (+2,59 %)
$INGA (+0,35 %)
$ULVR (+1,3 %)
$IDR (-6,9 %)
$DHL (+0,64 %)
$CAT (-0,98 %)
$MA (+0,07 %)
$PUM (+0,16 %)
$MRK (-2,33 %)
$CNHI (-2,07 %)
$LLY (-4,03 %)
$FSLR (-2,09 %)
$WDC (-0,1 %)
$RBLX (+0,63 %)
$RDDT (+0 %)
$SNDK
$AAPL (-0,73 %)
$TWLO (+0,54 %)
$EL (+1,11 %)
$CL (+0,29 %)
$XOM (-1,41 %)
$CVX (-1,69 %)

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 %)
$ALV (+0,14 %)
$VOW3 (-1,5 %)
$MUV2 (-0,34 %)
$BMW (-0,77 %)
$AIR (-0,09 %)
$CBK (+0,01 %)
$523232
$DTG (+1,65 %)
$DHL (+0,64 %)
$FME (-0,15 %)
$FRE (-0,3 %)
$HNR1 (-0,15 %)
$MTX (-2,29 %)
$RHM (-4,68 %)
$SAP (+1,3 %)
$ENR (+0,73 %)
$BAS (+0,46 %)
$BAYN (-3,42 %)
$BEI (-1,52 %)
$DBK (+0,9 %)
$DTE (+0,51 %)
$EOAN (-3,62 %)
$GEA
$IFX (+2,45 %)
$RWE (-0,28 %)
$SY1 (+0,3 %)
$ZAL (+1,72 %)
$ADS (-0,76 %)
$BNR (+0,69 %)
$HEN (-0,28 %)
$MRK (-2,33 %)
$SIE (+0,85 %)
$SHL (-1,12 %)

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 %)
$VOW (-0,75 %) or $BMW (-0,77 %) 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 (+0,14 %) or the $DBK (+0,9 %) are among the beneficiaries of this development and could play an increasingly important role for dividend investors. At the same time, there are also individual cases such as$ENR (+0,73 %) 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 (-0,77 %)
$V (-0,08 %)
$PEP (-0,35 %)
$MDLZ (-0,14 %)
$VNA (+0,15 %)
$MBG (+0 %)
$DHL (+0,64 %)

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week. Also as a video:

https://youtube.com/shorts/j--aDNRO-iU?is=sKyIdCnD-ujDiJ2M

Monday:

Industrial production in Germany fell slightly in January, but on a 3-month horizon Germany is in the black. This also has to do with the defense industry, where Germany is now the fourth largest exporter in the world and has overtaken China

https://hasepost.de/industrieproduktion-in-deutschland-sinkt-im-januar-2026-deutlich-689215/

Tuesday:

As was already the case at $MBG (+0 %) Mercedes, Volkswagen's profit is halved. Instead of 12.4 billion euros, it was only 6.9 billion euros. Turnover remained largely stable at 322 billion euros. However, the profit margin is now only wafer-thin. In addition to the well-known problems in China and the USA, this is also due to problems at Audi and $P911 (-1,14 %) Porsche.

https://m.bild.de/geld/wirtschaft/konzernbilanz-fuer-2025-vw-gewinn-halbiert-sich-69afb58c64d1f5a2cd5182b3

$BOSS (+0,44 %) HUGO BOSS surprises on the stock market. The Group delivers above expectations in almost all key figures. Sales fell slightly to around 4.27 billion euros. Profit rose by 17% to 249 million euros. The dividend is cut to 4 cents, but the company buys its own shares. The outlook of a slight decline in turnover for 2026 is confirmed.

https://www.boerse.de/nachrichten-amp/Hugo-Boss-verdient-dank-Einsparungen-mehr-Umsatzrueckgang-erwartet/38174967

Wednesday:

The International Energy Agency proposes the release of part of the oil reserve of 400 million barrels. The reason for this is the enormous increase in oil costs and the shortage caused by the war in Iran. However, supply bottlenecks are expected more in Asia than in Europe.

https://www.spiegel.de/wirtschaft/unternehmen/oel-reserven-iea-staaten-wollen-bis-zu-400-millionen-barrel-freigeben-a-5d135629-3740-4011-bb24-390c02d47bdf

Friday:

$VOW3 (-1,5 %) Volkswagen is once again the market leader in China. Because Beijing is cutting subsidies, BYD is losing $1211 (-1,77 %) BYD loses its market leadership again. Without state subsidies, VW's cars seem to be more convincing.

https://www.handelsblatt.com/unternehmen/industrie/autobauer-vw-erobert-marktfuehrerschaft-in-china-zurueck/100208289.html

The most important dates for the coming week:

Wednesday: 20:00 Interest rate decision (USA)

Thursday: 13:00 Interest rate decision (UK)

Thursday: 14:15 Interest rate decision (EUR)

#fed
#ezb
#zinsen
#inflation
#ölpreis

Can you think of any other dates?

Dear Community,

Having recently discussed some exciting companies from future-oriented sectors, today I would like to take a look at Contemporary Amperex Technology Co. Limited - CATL for short $3750 (-1,23 %) for short.

The Chinese group is now the world's world's largest manufacturer of batteries for electric vehicles and plays a central role in the global electrification electrification of transportation and in the expansion of energy storage solutions.

_________________________

🏢 Brief description

CATL develops and produces lithium-ion batteries for electric vehicles and energy storage systems.

The company supplies many of the world's largest car manufacturers.

Its most important customers include:

• Tesla ($TSLA (+0,55 %) )
• BMW ($BMW (-0,77 %) )
• Volkswagen ($VOW (-0,75 %) )
• Mercedes-Benz ($MBG (+0 %) )
• Ford ($F (-0,94 %) )
• Hyundai ($005380 )

CATL batteries are now installed in installed in over 17 million electric vehicles worldwide.

_________________________

🏢 1. company data

Foundation: 2011

Founder: Robin Zeng

Head office: Ningde, Fujian (China)

Industry: Battery technology / energy storage / electromobility

Initial public offering: 2018 on the Shenzhen Stock Exchange (Ticker: $300750
)

Employees: ≈ 147,716 worldwide

Business model

CATL develops and produces:

• Lithium-ion battery cells
• complete battery systems for electric vehicles
• stationary energy storage systems
• Battery materials and recycling solutions

The Group covers large parts of the battery value chain from raw materials to integration into vehicles.

_________________________

📈 2. finances & company value

(current company key figures)

Market capitalization: ≈ 205.5 billion €

Turnover (TTM): ≈ 366.9 billion RMB (~46.2 billion USD)

Net result: ≈ 54.2 billion RMB

EPS (earnings per share): ≈ 12.37 RMB

Quarterly profit growth (YoY): +32,9 %

Cash position: ≈ 342.7 billion RMB

💡 Explanation:

The turnover comes mainly from batteries for electric vehicleswhile energy storage solutions are increasingly becoming a second growth driver becoming a second growth driver.

_________________________

📊 3. key valuation figures

P/E ratio (trailing PE): ≈ 26,9

Forward P/E ratio: ≈ 21,2

Price-to-sales (P/S): ≈ 3,3

Enterprise Value: ≈ 180.4 billion €

💡 Explanation:

• P/E RATIO: Ratio of market capitalization to profit
• P/E RATIO (P/S): Stock market value in relation to turnover

For a strongly growing industrial technology group these valuations are considered comparatively moderate.

_________________________

💰 4. profitability & margins

Net margin: ≈ 14,77 %

Operating margin: ≈ 17,44 %

Return on equity (ROE): ≈ 22,2 %

Return on assets (ROA): ≈ 5,08 %

💡 Explanation:

• ROE: Shows how efficiently equity is used
• ROA: shows profitability in relation to total assets

Despite enormous investments, CATL remains profitable and cash flow strong.

_________________________

🛡️ 5. Balance sheet quality & financial health

Total assets: ≈ 896 billion RMB

Equity: ≈ 347 billion RMB

Cash & short-term investments: ≈ 367.5 billion RMB

CATL therefore has a very strong liquidity positionwhich enables large investments in new factories and technologies and technologies.

_________________________

🔋 6. market position & industry key figures

CATL has been the the world's largest manufacturer of EV batteries.

Global market share: ≈ 38 %

This means:

➡️ More than one in three electric car batteries worldwide comes from CATL.

The market is growing rapidly:

• electromobility
• expansion of renewable energies
• Stationary energy storage

_________________________

⚔️ 7. Overview of competitors

The battery market is highly competitive.

The most important competitors include:

• LG Energy Solution ($373220 )
• BYD ($1211 (-1,77 %) )
• Panasonic ($6752 (-1,17 %) )
• Samsung SDI ($006400 )

_________________________

💡 8. unique selling propositions (USPs)

Why is CATL considered the industry leader?

1️⃣ Technology leadership

CATL invests heavily in research and development.

Important innovations:

• Cell-to-pack technology (CTP)
• Lithium iron phosphate batteries (LFP)
• Fast-charging batteries

2️⃣ Scaling

CATL operates numerous Gigafactories worldwide.

Production capacity was already over 165 GWh and is set to increase further.

3️⃣ Global customer portfolio

The company supplies numerous international car brands and therefore has a broad diversification of demand.

4️⃣ Vertical integration

CATL invests in:

• Raw material extraction
• battery production
• recycling

In the long term, this can reduce production costs can be reduced in the long term.

_________________________

⚙️ 9. Opportunities and risks

🟢 Opportunities

The global battery market is growing strongly.

Drivers:

• Electromobility
• Energy storage for power grids
• renewable energies

CATL is also working on:

• Sodium-ion batteries
• solid state batteries

These technologies could be the next generation of energy storage storage systems.

🔴 Risks

Risks include the following:

• geopolitical tensions between China and Western markets
• Rising commodity prices (lithium, nickel)
• strong competition
• Price wars in the Chinese EV market

In the year 2024, for example, turnover fell by 9.7%, althoughalthough profits continued to rise.

_________________________

📰 Current developments

CATL is currently expanding massively internationally.

Important projects:

• Gigafactory in Hungary
• Battery production in Germany (Erfurt)
• planned battery factory in Spain together with Stellantis ($STLAM (-3,26 %)
  )

The company also raised more than Hong Kong stock exchange listing to raise over USD 4 billion in capitalto finance its global expansion.

_________________________

🧠 Conclusion

CATL is one of the most important companies in the global energy transition.

The Group combines:

• enormous production capacities
• technological innovation
• a strong market position

Should electromobility continues to grow stronglyCATL is likely to remain a key infrastructure infrastructure player in the global battery industry.

_________________________

Sources:

Investing.com: Contemporary Amperex Technology Co Ltd - Financials & Company Profile

https://www.investing.com/equities/contemporary-amperex-tech-co-ltd-company-profile

MarketScreener: Contemporary Amperex Technology Co, Limited - Company Profile

https://www.marketscreener.com/quote/stock/CONTEMPORARY-AMPEREX-TECH-46551731/company/

SNE Research: Global EV Battery Market Share

https://www.sneresearch.com/en/insight/release_view/195/page/0?utm_source=chatgpt.com

Leading managers of western car manufacturers $STLAM (-3,26 %)
$GM (-1,16 %)
$F (-0,94 %)
$RIVN (-2,96 %) among others, are sounding the alarm in the face of growing competition from China.

From the "Big Three" in the USA to European corporations $VOW (-0,75 %)
$MBG (+0 %)
$BMW (-0,77 %) concerns are growing that Chinese manufacturers - including BYD $1211 (-1,77 %) - could become an existential threat in the long term.

Ahead of a hearing of the US House of Representatives, the Alliance for Automotive Innovation (AAI), which represents Ford, General Motors and Stellantis, among others, warned: "China poses a clear and imminent threat to the automotive industry in the US."

The association called on Congress to maintain existing import restrictions on certain Chinese technologies, which effectively limit market access for Chinese vehicles.

Rivian CEO RJ Scaringe points above all to the structural advantages of Chinese manufacturers. "It's not that the Chinese cost structure magically works. There are really two things that you can understand very clearly," Yahoo Finance quotes him as saying. Firstly, capital costs are "close to zero in most cases", as factories are heavily subsidized. Secondly, labor costs are only a quarter to a fifth of the US level. Tariffs would currently "even out" these differences, but only temporarily.

Ford boss Jim Farley also warns of the pace of development. "We are a year behind our Chinese competitors. They are now even more present worldwide," he said. In Europe, Chinese brands recently achieved a market share of around 6.1 percent - almost twice as much as in the previous year. Farley repeatedly referred to Chinese vehicles as an "existential threat" and emphasized: "They pose a major threat to the local workforce and receive huge subsidies from the government for their exports." He added: "As a country, we have to decide what is a fair playing field."

》Companies like BYD are exemplary of this rise《

The group is expanding aggressively in Europe and other markets and is benefiting from government support and vertically integrated supply chains, particularly for batteries.

Rivian CEO RJ Scaringe points above all to the structural advantages of Chinese manufacturers. "It's not that the Chinese cost structure magically works. It's really two things that you can understand very clearly," Yahoo Finance quotes him as saying.

Firstly, capital costs are "close to zero in most cases", as factories are heavily subsidized. Secondly, labor costs are only a quarter to a fifth of the US level.

Tariffs would currently "even out" these differences, but only temporarily (as with all other tariffs, mainly to the detriment of US citizens; in Europe, the tariffs already have little to no effect and are being replaced by European factories anyway 🤫😅)

Ford boss Jim Farley also warns of the pace of development. "We are a year behind our Chinese competitors (to put it charitably 😂). They are now even more globally present," he said.

In Europe, Chinese brands recently achieved a market share of around 6.1 percent - almost double that of the previous year. Farley repeatedly referred to Chinese vehicles as an "existential threat" and emphasized: "They pose a major threat to the local workforce and receive huge subsidies from the government for their exports." He added: "As a country, we have to decide what is a fair playing field."

Companies like BYD are exemplary of this rise. The group is aggressively expanding into Europe and other markets, benefiting from government support and vertically integrated supply chains, especially for batteries.

General Motors CEO Mary Barra also criticized Canada's decision to allow up to 49,000 electric vehicles to be produced in China each year. "I can't explain why this decision was made in Canada," she said and warned: "This is becoming a very dangerous development."

Pressure is also growing in Europe. Stellantis CEO Antonio Filosa and Porsche CEO Oliver Blume are calling for CO₂ incentives to be specifically linked to locally produced vehicles. "Europe is currently witnessing the emergence of new geopolitical rivalries," they wrote. "Trade, technology and industrial capacities are being mobilized more than ever to serve national interests. The European Union must choose a path quickly." (clearly they are already building in Europe and then the single market should be taxed 🤷🏻‍♂️🫣😂👍🏻)

Industry experts expect Chinese manufacturers to further accelerate their expansion in view of the saturation of their domestic market. For Western car manufacturers, this is not just about market share - but about the strategic future of their existence.

》Conclusion《

Whining at the highest level, first they all sleep through everything, then it's all about the money and then they wake up and whine about why nobody woke them up, that's how disenchantment with politics/lobbying works 🤷🏻‍♂️

The Chinese will literally overrun us, but cheers to the management, lobbying and, above all, the politicians who made this possible in the first place 🤫👍🏻😂

The Chinese car manufacturers BYD $1211 (-1,77 %) and Geely $175 (-3,42 %) are among the final bidders to buy an existing car plant from $MBG (+0 %) /$NSANY in Mexico.

With a takeover, the companies could secure a direct production site in North America and for BYD it would be the largest plant outside of China.

The plant is located in the Mexican state of Aguascalientes and is up for sale as part of the strategic realignment of the previous owners.

In addition to BYD and Geely, the Vietnamese electric vehicle manufacturer VinFast $VFS (-1,46 %) is also said to be among the interested parties, according to Reuters, citing people familiar with the matter.

Acquiring the existing production facility would allow Chinese manufacturers to build up production capacity in North America more quickly without having to build a new factory from scratch and Mexico is considered a strategically attractive location due to its proximity to the US market and its established automotive supply chains.

The increased expansion efforts of Chinese car manufacturers are linked to global trade barriers and customs issues. Local production in Mexico could therefore help to circumvent potential import duties and strengthen competitiveness in the North American market.

Whether and to which bidder the plant will ultimately be sold, however, remains to be seen.

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/MPfcvaQVGPA?si=-QhW8CmB_VQrw6TJ

Monday:

Prime Minister Takaichi achieves strong results in the parliamentary elections in Japan and can now practically rule through. The election is well received on the stock markets. Defense and technology stocks in particular benefit.

https://www.handelsblatt.com/politik/international/japan-regierungschefin-sanae-takaichi-erzielt-klaren-wahlsieg/100197104.html

Thursday:

The slump in profits at $MBG (+0 %) Mercedes. However, it should have been known for a long time that this profit slump would occur. Analysts had expected EBIT of 6.4 instead of 5.8 billion euros, but even that would have been a fall of around 50%. Turnover fell by nine percent to 134 billion euros.

https://www.tagesschau.de/wirtschaft/unternehmen/mercedes-gewinn-2025-100.html

The company $MSTR (-1,75 %) Strategy is increasingly being targeted by short sellers. The reason is falling Bitcoin prices. Strategy bought bitcoins partly with borrowed capital in the belief that prices would continue to rise. Now the prices are falling and the leverage is hitting back mercilessly. Short sellers are betting that Strategy will now have to sell Bitcoins at a high loss. This could also increase the pressure on Bitcoin.

https://www.handelsblatt.com/finanzen/anlagestrategie/kolumnen/bitcoin-shortseller-verstaerken-den-druck-auf-grossinvestor-strategy/100199593.html

Friday:

Surprisingly sharp fall in the inflation rate in the US to 2.4% in January 2026 compared to January 2025, mainly due to falling energy prices and higher productivity. This more than compensates for higher costs due to tariffs.

https://www.wiwo.de/finanzen/us-inflationsdaten-us-inflation-schwaecht-sich-ueberraschend-deutlich-ab/100200166.html

These are the most important dates for the coming week:

Tuesday: 11:00 ZEW survey (DE)

Wednesday: 20:00 FOMC Minutes (USA)

Friday: 08:00 Producer prices (DE)

#zew
#fomc
#erzeugerpreise
#termine
#info

Can you think of any other dates?