I'm excited ....
Even if they're not doing so well at the moment.
Mercedes Benz Group
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ISIN: DE0007100000
Ticker: MBG
DE0007100000
MBG
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244
6J·
Mercedes-Benz records decline in sales figures | BP boss Helge Lund announces resignation
Mercedes-Benz: Global sales figures fall ahead of US tariffs
The passenger car division of Mercedes-Benz $MBG (+1,07 %) had to contend with a decline in sales figures in the first quarter. A total of 446,300 vehicles were sold, which corresponds to a decline of 4 percent compared to the previous year. The van segment was particularly hard hit, with only 82,900 vehicles finding buyers - a sharp drop of 21 percent compared to the same quarter last year, which was characterized by strong sales.
The decline in sales figures is not surprising, as it was strongly influenced by model changes, particularly in the entry-level segment. In Germany, car sales slumped by 10 percent, partly due to the discontinuation of the electric Smarts. However, there is also a ray of hope: The new CLA, which will not be launched until the summer, could act as a beacon of hope for the brand. Unfortunately, the trend of decline also continued in other vehicle classes, including the lucrative top-end models, sales of which fell by 2 percent.
BP: Chairman of the Board Helge Lund announces resignation
At BP $BP. (+1,57 %) the news of Helge Lund's resignation as Chairman of the Board of Directors caused a stir among shareholders. Insiders reported that the hedge fund Elliott felt that Lund's new plans were not ambitious enough and was considering demanding changes in management. The pressure on Lund is growing as other shareholders are also expressing concerns about his time management between BP and the Danish pharmaceutical company Novo Nordisk, of which he has been a member of the Board of Directors since 2018. The situation is particularly volatile at Novo Nordisk, whose share price has halved since last summer - a fact that only reinforces doubts about Lund's effectiveness. The coming weeks could be decisive for BP's strategic direction.
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1Sem.·
Interesting
What is your opinion?
Yesterday I also did some research and for me it was:
- solid company
- beaten down to 52 weeks low
- DIV more than 5%
Result:
Election $RIO (+1,54 %)
Election $MBG (+1,07 %)
Now I've seen the article and Porsche too, actually...
Where do you currently see the best chances?
1Sem.·
Weekly update
This week, we have once again included some titles in our simulation game. At the suggestion of @serkeftin to prepare for Donald Trump's tariff announcements and have reduced our call money position and added short warrants with a 4 - 5 leverage for $VOW (+1,98 %) , $MBG (+1,07 %) , $P911 (-0,76 %) , $BMW (+1,37 %) . We are hoping for good returns with a higher risk in a short period of one week.
Do you have any comments or suggestions for the coming weeks?
37Positions
962 427,14 €
4,11 %
33
6 Commentaires1Sem.
And really the one over VW did very well already. I think Trade Republic doesn't offer me hedged positions over it, unfortunately, but there are many other car brands that will be hit. I don't think $BMW or $STLAM will do better and if we really turn into a bearish market then most of the biggest brands will suffer in many sectors, specially the Nasdaq.
This tariff war can end very badly, we'll see...
This tariff war can end very badly, we'll see...
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1Sem.·
Joining the Mercedes Benz Group???
I am considering joining $MBG (+1,07 %) to get in. The current share price is a real bargain and the current dividend yield is a brilliant hit. No idea what will happen tomorrow, but the Americans will still want to buy Mercedes........ What do you think?
1717
9 Commentaires
I think the Bundeswehr has ordered some G-Classes.
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2Sem.·
Dividend outlook 2025
- 14 positive surprises
- Three negative surprises
- Dividend increases
- Dividend decreases
- Overview of all DAX stocks
Link:
$ALV (+0,53 %)
$MUV2 (+1,08 %)
$RHM (+3,47 %)
$MBG (+1,07 %)
$SAP (+0,99 %)
$BMW (+1,37 %)
$AIR (+0,11 %)
$VOW (+2,63 %)
$DBK (+1,42 %)
$CBK (+0,75 %)
$SIE (+0,81 %)
$P911 (-0,76 %)
$DTE (+0,4 %)
$IFX (+1,09 %)
88
2Sem.·
Trump tariffs burden German car manufacturers | Von der Leyen stands up for EU workers
Trump tariffs burden German car manufacturersDonald Trump's announcement to impose tariffs of 25 percent on car imports to the USA is causing great concern in the German automotive industry. Companies such as Volkswagen $VOW3 (+2,45 %)BMW $BMW (+1,37 %) and Mercedes $MBG (+1,07 %) in particular must be prepared for considerable consequences. These new tariffs particularly affect vehicles imported into the USA from Europe. Fortunately, cars produced in the USA will be spared these additional duties. Nevertheless, the pressure on German manufacturers will increase as they will have to adjust their prices in order to remain competitive. Uncertainty over future trade relations between the USA and Europe remains a crucial issue for car manufacturers.
Von der Leyen stands up for EU workersIn the current situation, EU Commission President Ursula von der Leyen has clearly positioned herself and emphasized that the EU must stand together as a major trading power to protect the interests of its workers, companies and consumers. In view of the new tariffs, it is important that the EU stands united in order to minimize any negative impact on the European economy. EU Commissioner Maroš Šefčovič had recently held talks in Washington to avert the punitive tariffs, but without success. The challenges for the automotive industry, especially in Germany, are palpable and the coming months will be crucial in finding solutions. If the EU does not act together, the economic consequences could be even more serious than they already are.
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2Sem.·
Summary of Annual Report 2024
- Financial Performance:
- Revenue: €145.6 billion
- EBIT: €13.6 billion
- Free Cash Flow: €9.2 billion
- Unit Sales: 2.389 million vehicles, down 4% from 2023.
- Market Dynamics: Faced challenges from geopolitical tensions, slow electromobility adoption, and subdued Asian consumer demand.
- Product Launch Strategy: Plans for the largest product launch in history with four new models starting in 2025, including an expanded electric portfolio.
- Focus on Sustainability: Commitment to net carbon neutrality by 2039 and increased emphasis on recycling, renewable energy, and automated driving technologies.
- Management Initiatives: Changes in the Board of Management, customer experience enhancement, and ongoing cost reduction strategies to sustain competitiveness.
- Financial Overview: Mercedes-Benz Group’s tax expense decreased to €3.7 billion (2023: €5.6 billion), with an effective tax rate of 26.4% (2023: 27.6%). Net profit dropped to €10.4 billion (2023: €14.5 billion), with earnings per share falling to €10.19 (2023: €13.46).
- Segment Performance: Significant EBIT declines were noted across segments: Cars fell to €8.46 billion (2023: €14.22 billion); Vans to €2.93 billion (2023: €3.14 billion); and Mobility to €1.13 billion (2023: €1.30 billion). Value added decreased sharply to €4.27 billion (2023: €8.84 billion).
- Cash Flow: Free cash flow of the industrial business was €9.15 billion, down from €11.32 billion in 2023. A decline in adjusted free cash flow to €9.42 billion (2023: €11.72 billion) highlights investment pressures.
- Market Outlook for 2025: The group anticipates a slight decrease in overall revenue and EBIT for 2025 against a challenging economic backdrop, projecting further increases in investments in property and digital technology. A dividend of €4.30 per share is proposed, down from €5.30.
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