Previous 10 | Next 10 |
home / stock / vwapy / vwapy news
Summary Umicore announces a new JV with Volkswagen's battery unit PowerCo. The economics are attractive, highlighting Umicore's growing leadership in the EV materials space. Yet, the company is at the start of a major capex cycle and a potential cyclical downturn as well. ...
Summary The Porsche IPO shows the serious undervaluation of Volkswagen. I believe Volkswagen will overtake Tesla over the next few years on its way to become the biggest EV player. Volkswagen remains highly committed to its electrification and keeps investing large sums of mon...
Summary Tesla recently reported record deliveries for Q3 but fell short of analyst expectations. Tesla seems to be running into problems with demand in China and, to a lesser extent, in Europe. The projected 50% growth rate for 2022 now seems impossible. Cracks are b...
Summary While other manufacturers move away from new developments with an ICE power train, Toyota doubles down on an ICE future. Toyota’s new hybrid strategy is about driving experience, not about electrification. In Australia, competition coming for Toyota RAV4 from ba...
Summary There is too much confusion on Volkswagen tickers, so we decide to provide an update on the company's different classes of shares. Compared to ordinary shares, Volkswagen's preferred shares give an additional €0.06 in dividend payments; however, Porsche Automobil Ho...
Summary Despite undeniable challenges for all auto manufacturers, Subaru remains an attractive recovery story. Foreign currency markets and supply chain issues remain risk factors and will persist for the medium term. While we would not recommend an overweight allocation to th...
Summary Global electric car sales August 2022 - Up 60% YoY to 15% share. China sales up 92% YoY to 30% share. Europe up 3% YoY to 21% share. US ~6% share. EV market news - BloombergNEF: More than half of US car sales will be electric by 2030. IEA: Global "EVs to account for 60% of...
Summary I have previously been bearish on Tesla due to valuation concerns, but I am gradually changing my mind towards a more bullish consideration. First, I note that Tesla is ramping up deliveries at an incredible pace, breaking record after record. Second, despite the risk-...
Summary DBGR has invested 76 percent of its total funds in stocks of well-known German companies, most of which had disappointing price performance. DBGR pays semi-annual dividends and has reduced its payout during the past 5 years, and thus generated an average yield of just 2 pe...
Summary Porsche's IPO is a key catalyst for both Volkswagen and Porsche Automobil Holding SE. Despite some negative comments, we think there is too much of a discount. Aside from the recent IPO, Volkswagen AG is really undervalued and Porsche Automobil Holding SE is still...