Automobiles German Community

Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).Read more

Volkswagen is cutting deep costs and leaning on strong premium brands like Porsche, aiming to look less like a boom-and-bust carmaker and more like a steadier profit engine. But tougher competition and softer demand for electric cars could test whether this turnaround really sticks.Read more

Porsche Automobil Holding is basically a bet on Volkswagen and its stable of well-known vehicle brands, and the shares trade well below what its stakes are estimated to be worth. That gap could close if the companies it owns keep paying reliable dividends, but write-downs and the holding company’s debt could still spoil the story.Read more

Mercedes is a very healthy company, has built a good brand and dominates in most parts of Europe. The more recent years decline in earnings can be attributed to pressure to switch to electric cars, as well as increase in competition and economic downturn of recent years.Read more

Volkswagen’s past missteps are catching up fast: profits slide, growth looks muted, and a sudden delay to its improvement plans raises fresh doubts about management’s grip. New lower-cost electric models could help, but the turnaround may take time—and trade tensions add another wrinkle.Read more

BMW is betting that its next wave of electric models and a new vehicle platform can keep its premium brand strong while the industry shifts away from gas-powered cars. The big question is whether it can outpace fierce rivals and rising costs while turning software and driver-assist features into steadier profits.Read more

Knaus Tabbert is betting that more older Europeans want to travel comfortably, and that buyers will pay extra for cleaner, smarter RVs. If its cost cuts and focus on higher-end models keep working, the company could see stronger cash generation—though tougher rules, more rivals, and a weaker economy could spoil the ride.Read more

Continental is cutting deep costs in its car-tech business while winning bigger contracts in areas like driver-assistance, automation, and connected vehicles that could make its earnings steadier over time. But the fast shift to electric cars, tougher rules, and ongoing supply and cost shocks could squeeze profits and slow progress if the restructuring goes too far.Read more

Schaeffler could benefit as carmakers and factories move toward electrification and automation, especially if its recent acquisition delivers faster improvements than many expect. But the story also hinges on how quickly it can move away from older engine parts while handling tougher rules, higher costs, and rising competition.Read more