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Volkswagen: Analysts Opinions: Difference between revisions
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== January 2024 == | == January 2024 == | ||
January 23, 2024: Outperform, €140: Analyst Tom Narayan of RBC is cautious about the upcoming results. He said price/mix normalization is a significant headwind for manufacturers and expects conservative forecasts from the automakers for 2024<ref>https://www.finanzen.at/analyse/volkswagen-vw-vz-outperform-930105</ref>. | January 23, 2024: Stifel analyst Daniel Schwarz said Volkswagen delivered a confident message regarding Q4 2023 and 2024 during a recent call with analysts. As a result, consensus estimates seemed too low, he said. “Our take-away is clearly positive regarding Q4 and 2024. VW says that Q4 revenues benefit from higher unit sales,” he wrote in an email to clients. “VW made a few comments on 2024. S&P expects global volumes to increase by around 3% and VW should probably grow in line with that.”<ref>https://www.marketscreener.com/quote/stock/VOLKSWAGEN-AG-436737/news/Volkswagen-shares-rise-after-confident-message-over-2024-45792704/</ref> | ||
January 22, 2024: Outperform, €140: Analyst Tom Narayan of RBC is cautious about the upcoming results. He said price/mix normalization is a significant headwind for manufacturers and expects conservative forecasts from the automakers for 2024<ref>https://www.finanzen.at/analyse/volkswagen-vw-vz-outperform-930105</ref>. | |||
January 12, 2024: Sell, €100: UBS analyst Patrick Hummel said car makers should forecast sales for 2024 at the previous year's level due to price wars in China and Europe. He expects Volkswagen to report Q4 2023 results that are in line with the company's guidance<ref>https://www.finanzen.net/nachricht/aktien/ubs-ag-gibt-volkswagen-vw-vz-aktie-sell-13174173</ref>. | January 12, 2024: Sell, €100: UBS analyst Patrick Hummel said car makers should forecast sales for 2024 at the previous year's level due to price wars in China and Europe. He expects Volkswagen to report Q4 2023 results that are in line with the company's guidance<ref>https://www.finanzen.net/nachricht/aktien/ubs-ag-gibt-volkswagen-vw-vz-aktie-sell-13174173</ref>. | ||