@Der_Dividenden_Monteur is also the only strategy that the German industry is currently suitable for, in my opinion. For me, it's also a bottomless pit at the moment. And as a supplement: Attractive for the NOCH worldwide No. 2. I think there will be a lot of rotation in the next few years😅.
VW must and will have to consolidate. They have rested on their laurels for decades and now the bill is coming. At the end of the day, there are various arguments as to why VW will not disappear:
1) To big to fail --> In an emergency, daddy-state will help 2) The brands under VW are doing quite well and are very profitable. 3) The stake in Porsche & Co alone is worth a lot!
That's good, I buy even when everyone else says it won't work. It's going to be a tough few years. Dividends will certainly be cut, but they'll recover.