DDAIF News and Press, Daimler AG From 07/17/22

Inflation and the just started earnings season dominate market movements. Markets remain very volatile and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear. I am never a bea...

Mercedes-Benz started before the pandemic to focus more on margins than on volumes. The company found itself ready to gain maximum advantage by the current auto market, where volumes are decreasing and pricing power is strong. By focusing on direct sales to customers, the company ...

Toyota started selling its first volume-produced electric vehicle in May. It is also manufactured with a Subaru label with only minimal modifications. This particular model, the bZ4X SUV, will naturally be followed by a long list of other Toyota electric vehicles over the next few sho...

The market seems to have priced in a recession already. Meanwhile GM isn't yet seeing this reflected in demand. Its supply has been gated due to industry-wide supply chain issues. This could be favorable if some of the demand is shifted forward and potentially mitigates a rece...

Global electric car sales for May 2022 - Up 55% YoY, reaching 12% share. China sales up 109% YoY to 31% share. Europe sales up 3% YoY to 19% share. EV market news - EU nations approve end to combustion engine sales by 2035. BYD says shift to EVs moving “much faster” than...

Supply frictions, including new disruptions from the war in Ukraine, have turned the European truck market upside down. Lead times are exceptionally long, and truck registrations are expected to slide again in 2022. With order books reaching far into next year, we expect a delayed...

Mercedes-Benz Group AG ( OTCPK:DDAIF ) is preparing to ramp up electric vehicle production by making changes at its network of plants. The German automaker's production plan involves the Stuttgart factory making vehicles based on the electric architecture being developed for...

Following 16 hours of negotiations, the European Union has agreed to a framework to eliminate carbon emissions from new cars and vans by 2035, effectively closing the chapter on the internal combustion engine. Many automakers are already in the process of switching over to cleaner fleets, but...

Nvidia is a generational compounder that has years of 25%+ growth ahead. The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses. The business will generate significantly more cash flows in the future because it i...

Luminar's stock has lost more than 80% of its value since its post-IPO peak. The stock has continued on a decline of more than 50% this year. In addition to macroeconomic headwinds, industry- and company-specific challenges such as regulatory scrutiny and estimate misses have also wei...