BYMOF News and Press, Bayerische Motornwrke Pfd From 01/05/23

Summary Vltava Fund SICAV, Plc is a global equity investment fund launched in 2004. The Fund is dedicated to qualified investors. Global stock markets and the US S&P 500 index fell but our portfolio performed significantly better. Macro forecasts have such enormous dispersion th...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. My dividend income amounted to a new December record...

Summary Global electric car sales Nov. 2022 were an estimated 1million+. China sales up 50% YoY to 35% share. Europe up 26% YoY to ~28% share. US ~6% share. EV market news - By 2029, electric vehicles could account for a third of the North American market and about 26% of vehicles produ...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Summary I have not been optimistic on Tesla, Inc.'s price future for several years, with a normalized growth-valuation price target of $100. Elon Musk's Twitter management chaos and related Tesla share selling (to fund its take-private purchase) have hurt both the Tesla brand and stock ...

Summary Tesla and General Motors are two major leaders in a highly competitive market, both offering significant opportunities, while also reporting different risk profiles. Tesla reported massive performance over the past years, while GM is struggling to gain positive momentum and its ...

Summary Geely Auto Holdings is a leading Chinese ICE car maker transitioning from ICE to BEV by freezing ICE manufacture and rapidly expanding BEV production in new companies. New BEV companies under the Geely Auto Holdings umbrella include Zeekr, Geometry, Lynk & Co, Livan. Gee...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. My dividend income amounted to a new November record...

Summary Established car players are the leading leasing providers in the auto business. Leasing was a business stabilizer in 2020. But it can become a business destabilizer over the next few years. VW, GD, Daimler, and BMW can suffer from leasing problems, though we are mostly conce...

BMW ( OTCPK:BMWYY ) sales for 1H22 dips 13% Y/Y amid chip shortages and intermittent lockdowns in China - Reuters . From January to June, 1.16M BMWs, Mini and Rolls-Royces were delivered. Sales dropped ~20% Y/Y in Q2. Sales of electric cars rose 110% Y/Y to ~76...