Which German shares did you buy and how did they perform?#dax
#dax40
#deutschland
$SAP (-0,69%)
$RHM (+0,49%)
$MUV2 (-0,88%)
$ALV (-0,68%)
$ADS (-2,12%)
$DE000A0PNN47
$VOW (+0,2%)
$MBG (-1,68%)
$P911 (-1,06%)
$PAH3 (+0,34%)
$BMW (-2,08%)
$DTE (+0,11%)
$DHL (-1,45%)
$DB1 (-0,79%)
$DBK (-0,88%)
$RHM (+0,49%)
$AIR (+0,33%)
$LYY7 (-0,35%)

$VOW (+0,2%)
$1211 (-1,7%)
$C3RY (-5,4%) $CAAS

The news agency Reuters reports that Chinese car manufacturers are interested in German Volkswagen plants.

The plants in Dresden and Osnabrück could be closed in 2025 and 2027, which theoretically makes the takeover attractive.

Trade unions are demanding job guarantees, while China is calling for a fair investment environment.

Chinese car manufacturers have signaled interest in two German Volkswagen production plants that are likely to be closed. This was reported by the Reuters news agency, citing insiders. The plants concerned are in Dresden, which could be shut down in 2025, and Osnabrück, which is due to close in 2027.

The companies in question are BYD, Leapmotor and Chery Auto. A potential takeover would allow the companies to strengthen their position on the German market and, above all, avoid high EU tariffs on electric cars.

They would also benefit from the expertise of the German automotive industry. Nevertheless, there are obstacles, according to Reuters: Trade unions in Germany, which played a weighty role in company decisions, have already voiced criticism and are demanding job guarantees for the employees affected.

At the same time, the government in Beijing has demanded a fair investment environment from Germany. Germany recently identified its dependence on China as an economic risk factor and tightened its policy towards Chinese investments.

Reuters also referred to an insider who said that VW was open to selling the plant in Osnabrück to a Chinese buyer. The company does not comment on "such speculation", "Bild" quoted a company spokesperson as saying. The Group is committed to the continued use of the plant in Osnabrück. According to the spokesperson, the aim must be to find a viable solution that takes into account the interests of the company and its employees.

https://www.businessinsider.de/wirtschaft/mobility/chinesische-autohersteller-wollen-wohl-diese-deutschen-vw-werke-kaufen/

NXP Semiconductors takes over Austrian software company + US blacklist weighs on sentiment in China + VW management level salary waiver of over 300 million euros

NXP $NXPI (-0,37%)Semiconductors takes over Austrian software company

• The European-American chip manufacturer NXP Semiconductors wants to take over the Austrian software company TTTech Auto.
• The semiconductor group is prepared to pay 625 million dollars for the purchase.
• The acquisition is intended to strengthen the automotive division.
• NXP is already one of the largest chip suppliers to the global automotive industry.
• TTTech Auto offers software for the digital control of cars.
• The start-up has its own development and program platform and is already working together with NXP.
• Together they develop programs for software-defined vehicles (SDV).

Markets in the US and Asia / US blacklist weighs on sentiment in China

• While the political tensions between Washington and Beijing are once again weighing on the Chinese stock markets, the Seoul stock exchange is also up significantly, supported by gains in the share price of heavyweight Samsung Electronics.
• The Tokyo stock exchange reacted to the negative cues from Wall Street with slight losses.
• In Shanghai, the Composite Index lost 1.2 percent after the US contradicted reports that the planned higher tariffs by the new US administration under Donald Trump could be less drastic than previously assumed.
• Technology stocks sold off after disappointing statements by Nvidia CEO Jensen Huang sent Nvidia shares $NVDA (-1,87%) had sent the Nvidia share plummeting.
• Tencent $TCEHY (-2,38%) remained under pressure and lost 2.6 percent.
• They had already fallen by over 7 percent the previous day after the USA blacklisted Tencent and other Chinese companies due to suspected links to the Chinese military.

VW $VOW (+0,2%)Management level salary waiver of over 300 million euros

• Volkswagen's management level is participating in the cost-cutting program by 2030 with a salary waiver of over 300 million euros, with the contribution of the Board of Management being disproportionately high, says Chief Human Resources Officer Gunnar Kilian.
• The restructuring program provides for the reduction of 35,000 jobs in Germany, with 29,000 jobs to be cut in Lower Saxony, without compulsory redundancies.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Comcast USD 0.31

• Quarterly figures / company dates USA / Asia
• No time specified: Samsung key data 2024

• Quarterly figures / company dates Europe
• 07:00 Grenke new business and contribution margin 4Q
• 08:00 Shell Q4 turnover

• Economic data

08:00 DE: New orders November seasonally adjusted FORECAST: 0.0% yoy previously: -1.5% yoy | Manufacturing sales November seasonally adjusted FORECAST: n.a. previous: -1.2% yoy

08:00 DE: Retail sales November seasonally adjusted real OUTLOOK: +1.0% yoy previous: -0.5% yoy

08:45 FR: Consumer Confidence December PROGNOSE: 90 previous: 90

11:00 EU: Producer Prices November Eurozone OUTLOOK: +1.0% yoy/-1.8% yoy previous: +0.4% yoy/-3.2% yoy

11:00 EU: Economic Sentiment Index December Economic Sentiment Eurozone Forecast: 95.6 Previous: 95.8 Eurozone Industrial Confidence Forecast: -12.1 Previous: -11.1 Eurozone Consumer Confidence Forecast: -14.5 Previous: -14.5 Previous: -13.8

14:15 US: ADP Labor Market Report December Private Sector Employment FORECAST: +136,000 Previous: +146,000 jobs

14:30 US: Initial jobless claims previous week FORECAST: 215,000 Previous: 211,000

20:00 US: Minutes of the December 17/18 FOMC meeting

21:00 US: Consumer Credit 11/24

Here is my small portfolio again.

I haven't changed everything yet, but I've already started.

$ISPA (-0,57%) will be liquidated on the 16th and invested in $VWRL (-0,52%) invested.

$MSCI (+1,35%) was a gift via TR, but I will also sell it.

The $SPPW (-0,55%) I'm saving something for my niece.

So that I can give her a nice handout in 13 years' time.

The savings rate will be increased every year.

$VOW (+0,2%) I've slipped up with the saveback conversion.

And $BVB (+1,4%) I only wanted one share because it's my club.

$QYLE (-0,69%) and $SDIP (-1,01%) are a small addition.

If you have any suggestions for changes, please let me know

- ECB & Fed key rate cuts

- Government bond and foreign exchange markets

- The economy

- Trump

- Corporate profits

- Earnings revisions

- Valuations

- Dividend increase

- Auto sector

- Volatility

Link: https://www.ideas-magazin.de/2025/ausgabe-273/titelthema/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=titelthema&utm_campaign=ideas-magazin

#dividende
#dividenden
#2025
#sap
$SAP (-0,69%)
$MURGY (-0,97%)
$ALV (-0,68%)
$VOW (+0,2%)
$RHM (+0,49%)
#aktien #stock market

$VOW (+0,2%)

VW is impressed: Rivian does in 3 months what VW could not achieve in years. $VOW (+0,2%)
$RIVN (+0%)

It is no longer a secret that VW has had serious software problems for many years. This even led to Audi and Porsche switching to Android Automotive after all. In order to finally break new ground that works for the VW brands, they are now bringing Rivian's expertise in-house for "western markets" for a lot of money.

The joint venture has announced the start of work and immediately presented the first demo vehicles. Rivian was probably able to "conjure up" new software in existing VW Group models in a very short time, which was shown behind the scenes. According to reports, VW engineers were extremely impressed by the prototypes.

Rivian transferred a zonal hardware design and an integrated technology platform to an Audi prototype in a remarkably short period of twelve weeks. In doing so, the company demonstrated how flexible and powerful its software is. The platform was able to control central vehicle functions, different driving modes and the infotainment system. At the same time, remote control of the vehicle was made possible, supplemented by the implementation of wireless software updates.

This project underlines Rivian's technological expertise, particularly in the area of software integration and system control. The efficiency and speed with which the retrofit was carried out is a strong indication of the company's innovative strength. Volkswagen engineers praised the quality of the implementation and the functionality of the system.

The current management has brought Rivian and Xpeng into the company, which does not please everyone and costs a lot of money, but could be a possible solution to many problems for VW. In the race for the cars of the future, VW has finally made the right decision.

https://www.smartdroid.de/vw-beeindruckt-rivian-erledigt-in-3-monaten-das-was-vw-in-jahren-nicht-realisieren-konnte/#google_vignette

German automotive industry: crisis or entry opportunity? 📉📈

The German automotive industry is in a deep crisis. $VOW (+0,2%) struggling with profit warnings, $BMW (-2,08%) and $MBG (-1,68%) reducing its margin forecasts and $P911 (-1,06%) 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.

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

10.12.2024

BYD will soon be building the answer to the Golf in Europe + 17:30 Microsoft AGM

• BYD $1211 (-1,7%)soon competition for VW $VOW (+0,2%)?

The Chinese car manufacturer plans to start production in Hungary at the end of 2025. The compact model could also circumvent EU punitive tariffs. A subcompact car will come later.

https://www.handelsblatt.com/unternehmen/industrie/elektromobilitaet-byd-baut-die-antwort-auf-den-golf-bald-auch-in-europa/100093874.html

Tuesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks

Enagas EUR 0.40

Travelers Companies USD 1.05

• Quarterly figures / company dates USA / Asia

17:30 Microsoft AGM

22:30 GE Vernova Investor Update

No time specified:

- Southwest Airlines: Extraordinary General Meeting

- Goldman Sachs: 2024 U.S. Financial Services Conference

• Quarterly figures / Company dates Europe

07:00 Allianz: Announcement on the Capital Markets Day (start: 9.30 am)

18:30 Metro Annual Report | Adidas SdK Investor Share Forum

No time specified:

- Delivery Hero: Subsidiary Talabat: First day of trading on the Dubai Financial Market

- Deutsche Lufthansa: Lufthansa Technik Capital Markets Day

• Economic data

04:30 AU: Reserve Bank of Australia (RBA), Monetary Policy Council Cash Rate results PROGNOSIS: n.a. previously: 4.35%

05:00 CN: Trade Balance November PROGNOSE: +92.8 bn USD previously: +95.7 bn USD Exports November PROGNOSE: +8.4% yoy previously: +12.7% yoy Imports November PROGNOSE: +0.8% yoy previously: -2.3% yoy

08:00 DE: Consumer prices (final) November PROGNOSE: -0.2% yoy/+2.2% yoy Preliminary: -0.2% yoy/+2.2% yoy Previous: +0.4% yoy/+2.0% yoy HICP PROGNOSE: -0.7% yoy/+2.4% yoy Preliminary: -0.7% yoy/+2.4% yoy Previous: +0.4% yoy/+2.4% yoy

14:30 US: Productivity ex agriculture (2nd release) 3Q annualized PROGNOSE: +2.2% yoy 1st release: +2.2% yoy 2nd quarter: +2.1% yoy Unit labor costs PROGNOSE: +1.2% yoy 1st release: +1.9% yoy 2nd quarter: +2.4% yoy

$VOW (+0,2%) Changes are urgently needed

VW is facing far-reaching changes. And they are necessary. Antlitz justified the planned cuts at a Goldman Sachs conference in London with the difficult situation of the Group. "Our German plants are not competitive today. Without an improvement in efficiency and performance, we will not be able to maintain the current employment figures," emphasized Antlitz.

https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/volkswagen-manager-rechnet-ab-nicht-wettbewerbsfaehig-20371316.html#google_vignette