Tesla faces Q1 report with falling sales figures

Tesla $TSLA (+2,05%) will publish its eagerly awaited Q1 report on Tuesday after the close of trading. Hanging in the air is the question of how CEO Elon Musk and the future of the cheaper electric vehicle are faring. The share has lost around 44% of its value since the start of the year, which is raising eyebrows. At a time when the S&P 500 is perilously close to the bear market threshold and the technology-oriented Nasdaq is already in the bear market zone, expectations for Tesla are particularly high. Trump's trade war tariffs are putting pressure on the automotive industry, and Tesla is not immune.

According to Bloomberg, sales are expected to reach 21.43 billion euros, which is slightly higher than the previous year's figure of 21.3 billion euros. Analysts are pinning their hopes on adjusted earnings per share of 0.44 euros, which corresponds to an adjusted net profit of 1.57 billion euros. However, there are major concerns about demand in the automotive business, as Tesla only delivered 336,681 vehicles in the first quarter - lower than the estimated 390,342 and the weakest quarterly performance since the second quarter of 2022.

Meanwhile, rivals such as BYD $BYDDY (+4,23%) recorded large sales gains in the same period. Tesla's new registrations also fell in key European regions in March. Musk is facing increasing criticism due to his political activities. In a report, analyst Dan Ives emphasizes the urgent need for Musk to step back from politics and turn his full attention back to Tesla to strengthen the brand.

Boeing sells parts of its digital aviation solutions for 10.55 billion dollars

Boeing $BA (-0,45%) announced a major decision on Tuesday: The company is selling parts of its digital aviation solutions business to private equity firm Thoma Bravo for $10.55 billion. This move is part of Boeing's strategy to focus on its core competencies while raising capital. The sale includes a range of digital products and services that Boeing has developed in recent years.

This transaction is seen as a critical step for Boeing to improve its financial stability and focus on its core business. The acquisition by Thoma Bravo could also open up new growth opportunities for digital aviation technology. Boeing is demonstrating that it is ready to reposition itself and remain competitive in a rapidly changing market.

Sources:

https://finance.yahoo.com/news/tesla-q1-earnings-loom-with-sliding-sales-musks-doge-role-in-focus-200103382.html

https://finance.yahoo.com/news/boeing-sell-parts-digital-aviation-130900261.html

Trump attack on Fed unsettles investors + China sends new Boeings back to the USA + Lawsuit against Tesla for alleged manipulation of odometers

Trump attack on Fed unsettles investors

• The US stock markets ended the first trading day after the Easter break with heavy losses. One negative factor was China's warnings to other countries not to enter into trade agreements with the US that could harm China's interests.
• According to media reports, US President Donald Trump also wants to fire Fed Chairman Jerome Powell.
• The Dow Jones index lost 2.5 percent to 38,170 points.
• The S&P 500 fell by 2.4 percent and the Nasdaq Composite by 2.6 percent.
• White House economic adviser Kevin Hassett said on Friday that the Trump administration was looking into whether it could fire Powell.
• The day before, Trump had sharply criticized the Fed chairman on social media.
• He repeated his accusations on Monday.
• The attack on the independence of the central bank weighed on US equities, bond prices and the dollar.
• https://www.finanznachrichten.de/nachrichten-2025-04/65166709-maerkte-usa-sehr-schwach-trump-attacke-gegen-fed-verunsichert-anleger-015.htm

China sends new Boeings $BA (-0,45%)back to the USA

• China is one of Boeing's most important customers.
• But because of Donald Trump, the US aircraft manufacturer's planes are now on the index in the People's Republic.
• At least two new 737 Max aircraft are returning to the USA from final assembly near Shanghai.
• The US aircraft manufacturer Boeing is apparently the first prominent American victim of Donald Trump's new trade tariffs.
• As the news agency Reuters reports, a 737 Max destined for delivery flew back from China to the Boeing plant in Seattle on Easter Sunday.
• A few hours later, a second aircraft left the Chinese production center in Zhousan and also headed for the United States.
• The Boeing production facility near Shanghai is responsible for the final assembly of the aircraft shortly before they are delivered to Chinese airlines...
• https://www.n-tv.de/wirtschaft/China-schickt-neue-Boeings-in-die-USA-zurueck-article25716512.html

Lawsuit against Tesla $TSLA (+2,05%)for alleged manipulation of odometers

• According to various media outlets, Tesla is facing a class action lawsuit for odometer tampering.
• One plaintiff reports that his Tesla Model Y has an odometer that runs 15 percent too fast.
• The plaintiffs are demanding compensation, while Tesla denies the allegations and is not responding.
• The US e-car manufacturer Tesla is facing legal action for allegedly manipulating the odometer.
• This has been reported unanimously by various media.
• Accordingly, a class action lawsuit has been filed against the company owned by tech billionaire Elon Musk, accusing Tesla of making its odometer run faster in the vehicles so that they fall out of warranty more quickly...
• https://www.businessinsider.de/wirtschaft/klage-gegen-tesla-wegen-mutmasslicher-manipulation-von-kilometerzaehlern/

Tuesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Airbus EUR 3.00
• Beiersdorf EUR 1.00
• UniCredit EUR 1.48
• Vinci EUR 3.70
• Nestle 3.05 CHF
• Geberit 12.80 CHF
• Chocoladefabriken Lindt & Spruengli 1,500.00 CHF
• Dell 0.53 USD

• Quarterly figures / company dates USA / Asia
• 12:30 3M | GE Aerospace | General Electric | Danaher Quarterly figures
• 12:45 Northrop Grumman | Halliburton quarterly figures
• 13:00 Verizon quarterly figures
• 13:30 Lockheed Martin quarterly figures
• 18:00 Adobe AGM
• 22:05 Tesla quarterly figures
• No time specified: Steel Dynamics | Quest Diganostic quarterly figures

• Quarterly figures / Company dates Europe
• 22:05 SAP quarterly figures
• 23:00 SAP Analyst Conference

• Economic data

10:00 EU: ECB, Results of the Survey of Monetary Policy Analysts | Results of the ECB Business Survey | ECB, Results of the Survey of Professional Forecasters Q2

11:00 EU: Public finances (1st release) 2024 | Government debt 4Q and 2024 | Government deficit 4Q and 2024

14:30 US: Philadelphia Fed Non-Manufacturing Activity 4/25

15:00 US: IMF, World Economic Outlook

16:00 EU: Eurozone Consumer Confidence Index (flash estimate) April

16:00 US: Richmond Fed manufacturing index 4/25

16:15 US: IMF, Global Financial Stability Report

No time specified:

• US: Fed Minneapolis President Kashkari, speaks at U.S. Chamber of Commerce Global Summit
• US: World Bank President Banga, IMF Managing Director Georgieva and the President of De Nederlandsche Bank, Knot, speak at the Bretton Woods Committee Spring Summit

$NVDA (+0,4%) and $AMD (+1,56%) have lost around 7% following Trump's announcement to restrict the export of certain AI chips to China. The restriction is probably a response to the Chinese ban $BA (-0,45%) to buy.

https://finance.yahoo.com/news/nvidia-expects-5-5-billion-213321348.html

According to a report, the airlines have been instructed by the leadership in Beijing to stop buying aircraft or parts from the US aircraft manufacturer. Boeing $BA (-0,45%) would be severely affected by this step.

Düsseldorf. In the trade dispute with the USA the Chinese leadership has allegedly instructed its domestic airlines to stop buying aircraft from the US manufacturer. Boeing any more. The government has also asked Chinese airlines to stop buying aircraft parts and equipment, schreibt die Finanznachrichtenagentur Bloomberg am Dienstag unter Berufung auf mit dem Sachverhalt vertraute Personen.

It is also considering aid for airlines that have leased Boeing aircraft and are facing higher costs due to the trade dispute.

The dispute between the world's most important economies has reached new levels of escalation in recent days. US President Donald Trump recently imposed special tariffs of up to 145% on Chinese goods. Beijing responded by increasing its tariffs on US imports to 125%.

Boeing shares down before the start of trading

Although the European competitor Airbus more involved in China than Boeing. In recent years, there have been hardly any major orders from the country for the US group.

However, the rumored ban would hit the aircraft manufacturer hard, as China is one of its most important sales markets. According to industry estimates, China will account for around 20 percent of global demand for aircraft over the next two decades.

Chinese airlines also have hundreds of Boeing aircraft in their fleets. They require regular maintenance and repairs. Boeing shares were down three percent before the start of trading on Tuesday.

Source: Handelsblatt

China is an important $BA (-0,45%)
an important customer for Boeing. In response to the trade war instigated by US President Trump, the People's Republic is making a decision that will set the already struggling company back even further.

The trade war with China instigated by US President Donald Trump is causing problems for domestic aircraft manufacturer Boeing. The financial portal Bloomberg reports, citing insiders, that the government in Beijing has called on Chinese airlines to stop accepting further deliveries of Boeing aircraft and not to buy any aircraft parts from US companies. The People's Republic is also considering aid for airlines that have leased Boeing aircraft and are now facing higher costs due to the trade conflict.

In pre-market trading, Boeing shares slumped by 2.6 percent at times in response. According to the insider, the order is a direct reaction to the introduction of Chinese retaliatory tariffs of 125 percent on American goods. These tariffs alone would have more than doubled the cost of aircraft and parts manufactured in the USA. This makes it impossible for Chinese airlines to buy Boeing aircraft. Trump had previously imposed special tariffs of up to 145 percent on Chinese goods.

Boeing delivered 44 aircraft worldwide in February. Although this was the same number as in January, it included fewer aircraft of the profitable 737 Max model than in the previous month. China was an important customer with eight deliveries.

According to the Aviation Flights Group, around 10 Boeing 737 Max aircraft are currently ready to join the fleets of Chinese airlines. The company is engaged in analyzing aviation data. Among them are two each for China Southern Airlines Co, Air China Ltd and Xiamen Airlines Co, reports "Bloomberg". Some of the planes are said to be parked near the Boeing plant in Seattle, while others are at a manufacturing center in Zhoushan in eastern China.

At the end of last year, Boeing CEO Kelly Ortberg warned that a trade war with China would hurt the company, as Boeing sells planes to Chinese airlines while the US does not import planes from that country. According to forecasts, China will account for 20 percent of global demand for aircraft over the next two decades.

Detailed Airbus share analysis

- Company portrait

- Business model and competition

- Strategy and Management

- Performance

- Position compared to competitors

- Order backlog and annual production

- New developments

- Product range

- Defense business

- Project risks

- Government influence

- Loss of confidence due to allegations of corruption

- Quarterly figures and annual financial statements

- Outlook 2025

Link:

https://shorturl.at/Rn7iM

$AIR (+0,21%)
$BA (-0,45%)

Lululemon warns cautious consumers

Lululemon $LULU (+1,14%) experienced a painful 15% drop in its shares this afternoon. The reason? CEO Calvin McDonald announced at an investor conference that consumers in the US are increasingly hesitant when it comes to spending. This development is not surprising, as the current economic climate is causing uncertainty. The University of Michigan's consumer index has reached its lowest level since November 2022, clearly showing that people are rethinking their spending. Retailers are also reporting a reluctance to spend, which is directly attributable to concerns about economic changes and rising tariffs. Despite these challenges, Lululemon is optimistic about the future: net sales of between EUR 11.1 and 11.3 billion and adjusted earnings per share of EUR 14.95 to 15.15 are targeted for the 2025 financial year. The diversification of products and low dependence on China could benefit the company in these turbulent times.

Boeing plans to sell Jeppesen navigation unit for over 8 billion dollars

In the USA, Boeing is planning $BA (-0,45%) is planning a significant sale of its Jeppesen navigation unit, and interest is high. Several private equity firms and an aerospace supplier have already signaled their offers. The estimated price for this valuable unit is over 8 billion euros and Boeing will be reviewing the bids received in the coming weeks. Potential buyers include prominent names such as Vista Equity, Warburg Pincus and TransDigm. This sale is part of CEO Kelly Ortberg's strategy to streamline Boeing and reduce debt. If the sale is successful, it could go down in history as one of the largest carve-out transactions in recent years. Jeppesen, known for its navigation products and software, is seen as a valuable asset that could potentially generate stable cash flows for the buyers.

Sources:

https://finance.yahoo.com/news/lululemon-warns-about-cautious-consumer-as-inflation-tariff-concerns-take-a-toll-172907689.html

https://finance.yahoo.com/news/exclusive-buyout-aerospace-firms-close-174043591.html