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

Volkswagen is betting that a bigger lineup of electric and plug-in vehicles, plus software and subscription-style services, can rebuild profits even as global trade rules keep shifting. But the same push brings big spending needs and tougher competition, and weak spots in some luxury brands could hold the group back.Read more

Key Takeaways Evolving automotive trends, sustainability pressures, and customer concentration are reducing market opportunities and increasing risks to stable revenue and profit. Supply chain disruptions, trade tensions, and OEM bargaining power are compressing margins and intensifying operational challenges.Read more

Key Takeaways Aggressive cost reductions and operational streamlining in Automotive are set to drive significant long-term earnings growth and higher-than-expected margin expansion. Strong positioning in automation, digital technology, and Asian markets will accelerate high-margin revenue growth and shift Continental's earnings toward recurring, resilient streams.Read more