EHang Holdings ADR

Earnings next week | all eyes on $NVDA (+0,64%) 👀

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#1

I have been involved in the EVTOL sector for some time now and find it very promising for the future.

There are a large number of companies that want to develop EVTOL aircraft (electrically powered vertical take-off and landing aircraft) in the future, some of which are already in promising test phases. In addition, some of the most promising companies are already listed on the stock exchange. The following EVTOL manufacturers are listed on the stock exchange:

• Archer ($ACHR )
• Joby Aviation ($JOBY )
• Lilium ($LILM (+2,22%) )
• Vertical Aerospace ($EVTL )
• Ehang ($EH )
• Horizon Aircraft ($HOR )
• Airbus ($AIR (-0,72%)
  

However, there are other promising developers that are not currently listed on the stock exchange, so direct investments in these companies are not possible. Here is an overview of the unlisted companies:

• Volocopter
• Xpeng Aeroht
• Wisk
• Supernal
• Eve Air Mobility
• AIR VEV

I asked myself how the industry is structured and whether it is possible to invest in the industry through indirect investments. And I will say this much: yes, you can.

Here is an overview of the value chain:

As every Sunday, the most important news of the last week and the dates of the coming week, also as video:

https://youtube.com/shorts/s9icpY6A1oo?si=QsXp6ZlISFxhfKGA

Monday:

Industrial production continued to fall in August. This was announced by the Federal Statistical Office. Compared with the previous month, production fell by 0.2%.

https://de.nachrichten.yahoo.com/industrieproduktion-august-leicht-gesunken-064837469.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmRlLw&guce_referrer_sig=AQAAABoUoG_Fdj82a1jbK9Fd851Fr89fGGzI4TynzzLWUK-rH_Zm5dStpOHe28nGLBqa9ls2-AyTQ1_PeP5_fuAeumlT215yWuHprNOxrSHVtHO-o9cM3sqRWRrCN29ZKR3kV8iOPHT-nZnVd1i23bDvza6_JxtsGlZFUebqdlC4GAUd

Tuesday:

$KBC2 Kontron receives two major orders from the aviation industry worth EUR 100 million.

https://www.boerse.de/nachrichten-amp/Technologiekonzern-Kontron-erhaelt-zwei-Auftraege-aus-der-Luftfahrtbranche/35360444

The trade balance of Japan shows that Japan continues to achieve an export surplus. The surplus tripled in August to more than $15 billion. One of the main reasons are falling prices for imported goods.

https://www.japantimes.co.jp/business/2023/10/10/economy/japan-current-account-surplus/

$1211 (+0,53%) BYD is on the verge of $TSLA (+0,1%) replacing Tesla as the world's largest e-car manufacturer.

https://teslamag.de/news/byd-keine-marktfuehrer-konkurrenz-tesla-keine-angst-eu-verfahren-61724/amp

$EH Ehang, a stock in our Growth Depot, is requesting a trading halt. The request is probably related to an extraordinary announcement.

https://www.instagram.com/p/CyOFeDrOhkY/?igshid=MWZjMTM2ODFkZg==

Wednesday:

$NOVO B Novo Nordisk is seeing positive results with its antidiabetic in chronic kidney patients. This puts a strain on dialysis speci $FME (+0,03%) Fresenius Medical Care and also $FRE (+1,33%) Fresenius. The study could be terminated due to proven efficacy. Fresenius Medical Care is thus likely to lose further patients; it already lost many during the corona pandemic due to excess mortality.

https://www.wallstreet-online.de/nachricht/17417078-aktien-fokus-studienerfolg-novo-nordisk-belastet-dialysebranche-fmc

$BIRK (+0,04%) Birkenstock comes to the stock exchange with a price of EUR 46. The company was made fit for the stock exchange by Bernard Arnault and ends up there with a sporting valuation of USD 8.6 billion.

https://www.t-online.de/nachrichten/ausland/id_100257866/birkenstock-an-der-boerse-46-dollar-pro-aktie.html

Producer prices in the USA rise more strongly than expected. They rose by 2.2% compared with the same month a year ago. The expectation was for around 1.6%. Producer prices are a leading indicator for inflation, so this is bad news.

https://www.handelsblatt.com/dpa/usa-erzeugerpreise-steigen-staerker-als-erwartet/29440252.html

Thursday:

The war of Isreal and Hamas now has a concrete impact on an asset class: cryptocurrencies. Apparently, cryptocurrencies in particular have been used to finance terror. Israeli police now froze all crypto accounts used to publicly solicit donations. Most of the accounts were held at Binance. Binance confirms cooperation with Isreal. However, the SEC is also suing Binance, so in the US the events also have possible consequences for the world's largest crypto exchange. $BTC (-1,79%)

https://www.handelsblatt.com/finanzen/maerkte/devisen-rohstoffe/terrorfinanzierung-israel-friert-krypto-konten-der-hamas-ein/29441628.html

Inflation data from the US is not coming in well. The inflation rate remains at 3.7%. A decline was expected.

https://www.handelsblatt.com/finanzen/maerkte/marktberichte/dax-aktuell-dax-rutscht-nach-us-inflationsdaten-50-punkte-ab/29442046.html

Friday:

Still virtually no inflation in China. Consumer prices stagnated again, a slight increase was expected. China's foreign trade also continues to shrink. Exports and imports each fell by 6.2% compared to the same period last year. Experts see a slow, temporary recovery of the economy at the end of 2023.

https://amp2.handelsblatt.com/finanzen/geldpolitik/volksrepublik-china-verharrt-am-rande-einer-deflation/29444536.html

Also $VOW3 (+0,7%) VW also seems to be slowly stabilizing in China. In September, 0.9% fewer vehicles were sold than in the previous month. Worldwide, however, VW delivered 2.3 million vehicles in Q3, which is 7.4% more than in the same period last year. VW is able to make up for the problems in China with significant increases in North America and Europe. This is a healthy development, as it reduces dependence on China. Electric cars already accounted for 7.9% of total sales so far in 2023, or about 530,000 cars. By comparison, Tesla sold only 1.3 million vehicles in the same period.

https://www.handelsblatt.com/unternehmen/industrie/autobranche-volkswagen-stabilisiert-sich-in-china-langsam/29445046.html

$EH Ehang gets mega-approval in China. China's civil aviation authority has approved EH216-S. This is an unmanned drone with autopilot. It is the first approval of its kind in the world, making it a real milestone. The approval process went 2 years with countless tests. Shortly, trading in the stock will start again.

https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/ehang-mega-genehmigung-in-china-aktie-wird-wieder-handelbar-20341104.html

Monday: 11:00 Trade Balance (EuroZone)

Tuesday: 11:00 ZEW survey (DE)

Wednesday: 04:00 GDP figures (China)

Thursday: 14:30 Unemployment Claims (USA)

Friday: 08:00 Producer Prices (DE)

At last 🥳🥳 I hope the stock $EH now learns to fly again 🚀

https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/ehang-mega-genehmigung-in-china-aktie-wird-wieder-handelbar-20341104.html

I recently posted this video and shared that I was thinking about doing a little re-buying. Now I have made a little play money by selling a lever on Alphabet.

Since I believe that such drones can be used in a useful way (among other things, as seen in the video, to bring medical products quickly from A to B) and I have future fantasies in the direction of air cabs or Amazon's "last mile", I have added a little bit. My purchase price is now € 22.50.

$EH

My purchase is probably not justifiable with figures at the moment, it is a gut decision and I have invested play money.

https://youtu.be/F06rqz1g2yQ

https://www.youtube.com/watch?v=F06rqz1g2yQ&t=41s

Ehang transports ten blood units in a self-flying drone. I have 8 shares at € 35 (March 2021) in my depot...such news is worthwhile to lower the cost price

$EH

Your worst stock in the portfolio?

I throw Ehang $EH with currently -88% in the ring 😂

I am curious!

What do you say to Ehang? Possible goldmine? Or just hot air after all?

What is your opinion?