1Sem.·

German automotive industry: crisis or entry opportunity? 📉📈


The German automotive industry is in a deep crisis. $VOW (+1,96 %) struggling with profit warnings, $BMW (+0,87 %) and $MBG (-0,07 %) reducing its margin forecasts and $P911 (-0,41 %) is suffering from weak business in China. Added to this are geopolitical uncertainties such as possible tariffs and a global shift towards electromobility, which continues to require more and more investment.


The figures therefore speak for themselves: profits are collapsing, sales figures are stagnating and the labor market is facing a transformation that could cost over 140,000 jobs by 2035.


But we all know that: Crises can be opportunities for us.

The sector is historically cheaply valued: many shares are trading near 25-year lows.

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Experten We see the first rays of hope in 2025 - thanks to new models, a possible stabilization of demand and a gradual improvement in innovative strength, particularly in the premium segment.


So which brands look the best in relation to their valuation and where are the biggest problems?

To find out hier a new article - spoiler: It plays a significant role who has production sites in China.


#porsche
#volkswagen
#bmw
#mercedes
#emobilität

This article is part of an advertising partnership with Société Générale

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11 Commentaires

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Huh, the automotive industry is not my cup of tea. Except for Hyundai, of course 🔥🔥🔥
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I entered Porsche with a small position and a savings plan - let's see how it goes.
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Now show the Ferrari chart 🤣
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It will be interesting to see how the sector develops in Germany and whether there will be any disposals or takeover attempts.
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I have increased my Benz and BMW position. About 8% of my portfolio is there now... take a look at 🤷‍♂️ I've spent money much more foolishly 😉
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Pure nostalgia values for me. I don't buy $7974 today because the Gameboy Color was cool 20 years ago.
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