Volkswagen

The IG Metall has held warning strikes at several VW $VOW (+2,29%) warning strikes at several VW locations to exert pressure in the ongoing wage negotiations. Up to 66,000 employees are on strike in Germany. The union is demanding significant wage increases and measures to safeguard jobs. VW criticizes the actions as a burden on production and calls for a quick agreement. The negotiations affect not only VW, but also other companies in the automotive industry.

You can find more information on the ZDF-Website.

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

⬆️⬆️⬆️

- KEPLER CHEUVREUX raises the price target for SAP from EUR 200 to EUR 230. Hold. $SAP (+3,51%)

- UBS upgrades HUGO BOSS from Neutral to Buy and raises target price from EUR 41 to EUR 49. $BOSS (+8,41%)

- BOFA raises the price target for FRAPORT from EUR 55 to EUR 56. Neutral. $FRA (+1,84%)

- UBS raises target price for RICHEMONT from CHF 144 to CHF 150. Buy. $CFR (+0,78%)

- BOFA upgrades HOCHTIEF from Neutral to Buy and raises target price from EUR 112 to EUR 140. $HOT (+2,05%)

- JPMORGAN raises target price for FEDEX from USD 350 to USD 366. Overweight. $FDX (-0,4%)

- JPMORGAN raises the price target for ROCHE from CHF 220 to CHF 230. Underweight. $ROG (-0,38%)

- UBS upgrades BMW from Neutral to Buy and raises target price from EUR 75 to EUR 83. $BMW (+1,96%)

- JEFFERIES raises target price for UNICREDIT from EUR 47 to EUR 49. Buy. $UCG (-0,13%)

⬇️⬇️⬇️

- HAUCK AUFHÄUSER IB lowers the price target for DELIVERY HERO from EUR 61 to EUR 52. Buy. $DHER (+2,55%)

- BARCLAYS lowers the target price for VOLKSWAGEN VORZÜGE from EUR 110 to EUR 100. Overweight. $VOW (+2,29%)

- BARCLAYS lowers the target price for PORSCHE SE from EUR 35 to EUR 30. Underweight. $PAH3 (+0,86%)

- UBS downgrades MERCEDES-BENZ from Buy to Neutral and lowers target price from EUR 72 to EUR 55. $MBG (+1,28%)

- EXANE BNP downgrades HYPOPORT from Outperform to Neutral. $HYQ (+4,19%)

- HAUCK AUFHÄUSER IB lowers the price target for IBU-TEC from EUR 12 to EUR 7.40. Hold. $IBU (-7,2%)

- KEPLER CHEUVREUX downgrades SYMRISE from Buy to Hold and lowers target price from EUR 122 to EUR 114. $SY1 (+1,08%)

- DEUTSCHE BANK RESEARCH lowers the price target for SANOFI from EUR 90 to EUR 85. Sell. $SAN (-1,03%)

- JPMORGAN lowers the price target for CARL ZEISS MEDITEC from EUR 56 to EUR 45. Underweight. $AFX (+2,96%)

- JPMORGAN lowers the price target for SARTORIUS from EUR 290 to EUR 275. Overweight. $SRT (+0,17%)

Consideration of rebalancing my portfolio

I currently hold two shares in my portfolio, $BMW (+1,96%) and $VOW (+2,29%) which have a total loss of €550. I am considering rebalancing these positions and investing in the S&P 500 instead, as I believe this could be more beneficial in the coming years.

However, I find it difficult to realize this loss. I would be grateful for your assessment of this situation and possible recommendations for action.

$BMW (+1,96%)
$VOW (+2,29%) --> $CSPX (+0,35%) ?

Today derivative KO additional purchase at $VOW (+2,29%) with knockout 78,90€

Is worth the risk! 90x leverage target 1.30€-1.40€. That would be a chance of 1R to 10R.

Information on knockout derivatives:Knockout certificates (also known as leverage certificates) are financial instruments that enable investors to participate disproportionately in the price performance of an underlying asset (e.g. shares, indices, commodities). They belong to the group of derivatives and offer both opportunities for high profits and an increased risk of loss.

Knockout certificates have two main features:

1.Leverage effectBy using leverage, investors can track major price movements in the underlying asset with a relatively small capital investment.

2.Knockout thresholdIf the underlying reaches or falls below a predefined threshold, the certificate immediately becomes worthless (knockout event). This means that the investor loses his entire stake.

There are two variants:

-Long certificatesThey profit from rising prices of the underlying asset.

-Short certificatesYou profit from falling prices.

Knockout certificates are speculative products that are particularly suitable for experienced investors who want to take advantage of short-term market movements.

Volkswagen
$VOW (+2,29%)-Employees go on warning strike today at numerous plants in Germany 🇩🇪 - the first large large-scale work stoppages at the company's German sites since 2018.

The workforce is worried about mass redundancies, salary cuts and possible plant closures.

Volkswagen
$VOW (+2,29%) was notified by the Indian government of tax evasion amounting to 1.4 billion US dollars.

VW had in the past imported complete cars in a disassembled state - which would have incurred a tax of 30-35 % but by incorrectly declaring these imports as individual parts paid taxes of only 5-15%. 5-15% by misdeclaring these imports as individual parts and thus avoided the tax.

The IG Metall has announced warning strikes at several VW $VOW (+2,29%)
$VOW3 (+1,26%) announced warning strikes. These are part of the current wage negotiations, in which the union is demanding higher wages and better working conditions, among other things. VW criticizes the actions as a burden on production, while IG Metall stresses that the demands are justified in view of inflation and the rising cost of living.

You can find more information in the article on Zeit Online.

The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!

Analysis of German car stocks

BMW $BMW (+1,96%)

Mercedes-Benz $MBG (+1,28%)

Porsche $P911 (+0,56%)
$PAH3 (+0,86%)

Volkswagen $VOW3 (+1,26%)
$VOW (+2,29%)
$VOW2

Reluctant consumers

New registrations

Falling margins

Valuation comparison

Growth in global car sales

Average analyst rating

Link: https://www.ideas-magazin.de/2024/ausgabe-272/titelthema/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=titelthema&utm_campaign=ideas-magazin

#aktien
#börse
#auto
#tesla
$TSLA (+0,44%)
#bmw
#mercedes
#porsche
#vw
#volkswagen

Volkswagen
$VOW (+2,29%) has announced that it will discontinue its direct sales model, which was developed by Tesla
$TSLA (+0,44%) inspired by Tesla, may be abandoned.

The reason for this is the "challenging environment".

This decision is aimed at, cut costs save costs and increase efficiency increase efficiency.

Photo: VW

Report on the current situation of Volkswagen $VOW (+2,29%)
in the third quarter of 2024

The Volkswagen Group (VW) continues to face major challenges in a dynamic market environment. The business figures for the third quarter of 2024 show both light and shade, particularly with regard to profitability, production capacities and the implementation of restructuring measures.

Key financial figures

-Turnover: VW's revenue in the first nine months of 2024 amounted to 237.3 billion eurosslightly above the 235.1 billion euros from the same period of the previous year. This shows a certain stability, despite a challenging market

https://www.volkswagen-group.com/en/investors-15766

-Operating profit: In the third quarter, operating profit amounted to EUR 2.86 billion, which led to a decline in the operating margin to 3,6 % the lowest margin for more than four years. For the first nine months, the operating profit amounted to 12.9 billion euros21% less than in the same period of 2023 .

https://www.volkswagen-group.com/de/finanzberichte-18134

-Sales: A total of 6.5 million vehicles were sold up to September, a fall of 4% compared to the previous year. However, demand in Europe in particular showed signs of recovery in the third quarter.

https://www.volkswagen-group.com/en/volkswagen-group-interim-report-january-september-2024-18726

Challenges and strategic measures

1.Cost managementVW is struggling with high fixed costs, which are to be reduced through restructuring measures such as possible plant closures and wage savings in Germany. The aim is to improve the operating margin of the core VW brand, which currently stands at just 2%.https://finanzmarktwelt.de/vw-quartalszahlen-327989/

2.Market challenges: In particular, competition from Chinese electric car manufacturers and the weakening sales of premium brands such as Audi and $P911 (+0,56%) are weighing on performance. In addition, production is down by 6.8% .

3.ElectromobilityDespite difficulties in launching new electric vehicles, VW emphasizes its commitment to providing a strong portfolio of combustion, hybrid and electric cars. An increased order rate in Western Europe underlines the importance of the new models for future success .

Outlook

VW plans to optimize production in the coming quarters in order to benefit from improved demand and new model series. Restructuring and cost reductions should help to increase profitability, particularly of the core brand. The long-term strategy is based on a realignment towards sustainable mobility and efficiency gains throughout the Group

Volkswagen is thus in a decisive phase of its transformation in order to adapt to global market requirements and remain competitive. For more detailed insights, you can download the full interim report from VW .