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Monday:

Sales of $VOW3 (+0,14%) VW fell by 14.3% in Q3. A total of 1.89 million cars across all Group brands were sold. At VW, too, the decline in sales is primarily attributable to China, where sales fell by 38.5%. Skoda was even able to keep sales stable, as the group has virtually no presence in China. Sales of commercial vehicles at the subsidiary Traton actually increased by 10%.

https://www.handelsblatt.com/unternehmen/industrie/autoindustrie-volkswagen-verkauft-erneut-weniger-autos/100261467.html#

Wednesday:

AI stocks and chipmakers are being sold off due to high inflation data from the U.S. and the slump in South Korea’s KOSPI index. Higher interest rates resulting from inflation lead to a higher discount rate, which has a particularly significant impact on future earnings.

https://www.handelsblatt.com/finanzen/maerkte/marktberichte/sorge-um-ki-und-us-inflationsdaten-asiens-aktienkurse-stuerzen-ab/100262358.html

Thursday:

$LHA (+2,19%) Lufthansa plans to fully acquire the Portuguese airline TAP. To this end, it has made an offer to the Portuguese government for its slightly more than 50% stake and has agreed to accept the country as a minority shareholder with a 5% stake in its own group going forward. Lufthansa currently still holds a minority stake of just under 50% in TAP.

https://www.handelsblatt.com/unternehmen/industrie/luftfahrt-lufthansa-bietet-portugal-deal-fuer-komplettuebernahme-von-tap-an/100262455.html

Kevin Warsh is giving the markets another boost by praising massive waves of investment. From Warsh’s perspective, the AI boom is likely to drive the economy for some time.

https://www.handelsblatt.com/finanzen/geldpolitik/ki-fed-chef-warsh-preist-enorme-investitionswelle/100262487.html

As we do every Sunday, here are the top news stories from the past week:

Monday:

Elon Musk may have raked in billions from SpaceX’s $SPCX (+0,14%) SpaceX, but apparently the money isn’t enough for his AI ambitions, so he’s launching a $20 billion bond program. This isn’t going over well with SpaceX investors. The bonds are expected to yield about 5–6% interest.

https://www.manager-magazin.de/unternehmen/tech/spacex-raumfahrtfirma-plant-anleiheemission-ueber-20-milliarden-dollar-a-a53d0f6c-f213-46e1-b2f0-ba302b56c037

Tuesday:

DB has once again outdone itself and hit an all-time low. For hours overnight, no trains ran in Germany. Other former state-owned corporations, such as $DHLGY (+1,74%) Deutsche Post (DHL) or $DTE (-0,42%) Deutsche Telekom, do not face comparable problems. Perhaps we should consider further privatization of DB or follow the Swiss model (where local municipalities also have a say at the regional level).

https://www.tagesschau.de/wirtschaft/unternehmen/deutsche-bahn-stoerung-zugfunk-100.html

Wednesday:

$ADS (+1,7%) Adidas is reportedly selling three times as many DFB jerseys as it did in Qatar in 2022. This may be partly because people can now actually wear the DFB jersey. The switch to $NKE (+1,53%) Nike could also be a factor.

https://www.handelsblatt.com/arts_und_style/lifestyle/wm-2026-deutschland-trikots-laut-adidas-boss-begehrt-wie-nie/100231388.html

$VOW3 (+0,14%) Volkswagen is selling a majority stake in Everllance to Bain, reaping billions in the process. Everllance has so far been carried on the balance sheet at a value significantly below its market value, which is likely to result in an extraordinary profit of several billion.

https://www.zeit.de/wirtschaft/unternehmen/2026-06/volkswagen-everllence-bain-capital-grossmotoren-verkauf-gxe

Thursday:

$BAYN (+3,62%) Bayer appears to have pulled off a major victory. The agricultural and pharmaceutical company won its case before the U.S. Supreme Court. The court ruled that regulations set by federal agencies take precedence over state laws. As a result, thousands of lawsuits alleging insufficient cancer warnings have lost their legal basis.

https://www.spiegel.de/wirtschaft/unternehmen/bayer-gewinnt-glyphosat-streit-in-den-usa-vor-supreme-court-a-42b636b2-e059-4560-95c9-5433ee192e62

After I $MBG (+1,35%)

sold off some holdings from my portfolio, I decided to expand my $BTC (-0,26%) Bitcoin position by the end of November.

The first tranche was purchased today (actually yesterday) at 54,700€. With a 1% spread plus approx. 1.5% in fees (123.47€), the cost basis came to just over 56k...

I’ll also be buying $VOW3 (+0,14%) , $VNA (-0,11%) and $MC (+0,61%) - positions during the timeframe mentioned above and $BTC (-0,26%) .

$VOW3 (+0,14%)

15 increases

13 unchanged

7 decreases

Insurance

Banks

Utilities

Auto stocks

Tap here if you like to collect dividends: https://shorturl.at/83W8R

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As every Sunday, the most important news from the past week, as well as the most important dates for the coming week. Also as a video:

https://youtube.com/shorts/j--aDNRO-iU?is=sKyIdCnD-ujDiJ2M

Monday:

Industrial production in Germany fell slightly in January, but on a 3-month horizon Germany is in the black. This also has to do with the defense industry, where Germany is now the fourth largest exporter in the world and has overtaken China

https://hasepost.de/industrieproduktion-in-deutschland-sinkt-im-januar-2026-deutlich-689215/

Tuesday:

As was already the case at $MBG (+1,35%) Mercedes, Volkswagen's profit is halved. Instead of 12.4 billion euros, it was only 6.9 billion euros. Turnover remained largely stable at 322 billion euros. However, the profit margin is now only wafer-thin. In addition to the well-known problems in China and the USA, this is also due to problems at Audi and $P911 (-0,32%) Porsche.

https://m.bild.de/geld/wirtschaft/konzernbilanz-fuer-2025-vw-gewinn-halbiert-sich-69afb58c64d1f5a2cd5182b3

$BOSS (+0,64%) HUGO BOSS surprises on the stock market. The Group delivers above expectations in almost all key figures. Sales fell slightly to around 4.27 billion euros. Profit rose by 17% to 249 million euros. The dividend is cut to 4 cents, but the company buys its own shares. The outlook of a slight decline in turnover for 2026 is confirmed.

https://www.boerse.de/nachrichten-amp/Hugo-Boss-verdient-dank-Einsparungen-mehr-Umsatzrueckgang-erwartet/38174967

Wednesday:

The International Energy Agency proposes the release of part of the oil reserve of 400 million barrels. The reason for this is the enormous increase in oil costs and the shortage caused by the war in Iran. However, supply bottlenecks are expected more in Asia than in Europe.

https://www.spiegel.de/wirtschaft/unternehmen/oel-reserven-iea-staaten-wollen-bis-zu-400-millionen-barrel-freigeben-a-5d135629-3740-4011-bb24-390c02d47bdf

Friday:

$VOW3 (+0,14%) Volkswagen is once again the market leader in China. Because Beijing is cutting subsidies, BYD is losing $1211 (-1,3%) BYD loses its market leadership again. Without state subsidies, VW's cars seem to be more convincing.

https://www.handelsblatt.com/unternehmen/industrie/autobauer-vw-erobert-marktfuehrerschaft-in-china-zurueck/100208289.html

The most important dates for the coming week:

Wednesday: 20:00 Interest rate decision (USA)

Thursday: 13:00 Interest rate decision (UK)

Thursday: 14:15 Interest rate decision (EUR)

#fed
#ezb
#zinsen
#inflation
#ölpreis

Can you think of any other dates?

$VOW3 (+0,14%)

Mutares SE & Co. KGaA $MUX (+5,04%) has successfully completed the acquisition of a majority stake of 67% in Hwaseung Special Rubber (Taicang) Co., Ltd. and Hwaseung Auto Parts (Taicang) Co., Ltd. from the listed Korean Hwaseung Corporation.

The target companies are known for their essential rubber sealing and hose products, which they supply to well-known automobile manufacturers such as GM $GM (+0,47%), VW $VOW (+0,4%)
$VOW3 (+0,14%)Hyundai, Kia and Xiaomi $1810 (-0,49%) .

With two state-of-the-art production facilities and around 600 employees, the companies have a turnover of almost EUR 100 million. HSR and HST are an ideal fit for Amaneo's China business and create significant synergies in the value chain, especially through the integration with Mutares' existing rubber components and air conditioning tubing businesses.

This will enable cost benefits, operational efficiencies and a strengthened competitive position in the world's most dynamic automotive market.

Mutares' expansion in the Chinese automotive sector strengthens its position as an operational leader in the Automotive & Mobility segment, extends the Group's track record and opens up new opportunities for cooperation with leading Asian and international OEMs.

The decision of a prominent Korean-listed seller to enter into such a transaction with Mutares reflects the Group's global position as a reliable and value-creating owner with a proven track record of operational excellence, transformation and sustainable growth.