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Volkswagen:Quarterly Results/2024 Q4: Difference between revisions
Volkswagen:Quarterly Results/2024 Q4 (view source)
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* Buy, €140: Analyst Philippe Houchois of Jefferies [https://www.finanzen.ch/analyse/volkswagen-vw-vz-buy-979094 said] Volkswagen is resilient and should be able to reduce costs considerably. He pointed out that last year was the peak of investments but the new year comes with CO2 limits and tariff concerns, which are the greatest uncertainties. | * Buy, €140: Analyst Philippe Houchois of Jefferies [https://www.finanzen.ch/analyse/volkswagen-vw-vz-buy-979094 said] Volkswagen is resilient and should be able to reduce costs considerably. He pointed out that last year was the peak of investments but the new year comes with CO2 limits and tariff concerns, which are the greatest uncertainties. | ||
* Buy, €115: Analyst Tim Rokossa of Deutsche Bank [https://www.finanzen.ch/analyse/volkswagen-vw-vz-buy-978994 pointed out] that the business trends in Q4 demonstrates Volkswagen's status as a "top pick." He added that the order books for Western Europe are developing nicely. | * Buy, €115: Analyst Tim Rokossa of Deutsche Bank [https://www.finanzen.ch/analyse/volkswagen-vw-vz-buy-978994 pointed out] that the business trends in Q4 demonstrates Volkswagen's status as a "top pick." He added that the order books for Western Europe are developing nicely. | ||
* Market perform, €102: Bernstein Research [https://www.finanzen.ch/analyse/volkswagen-vw-vz-market-perform-978954 said] Volkswagen Group sounded more optimistic than Porsche. | |||
* Sell, €75: Patrick Hummel of UBS [https://www.finanzen.ch/analyse/volkswagen-vw-vz-sell-978346 said] the end of 2024 may have turned out better than expected. | |||
=== Volkswagen is likely to meet its 2024 targets === | === Volkswagen is likely to meet its 2024 targets === | ||
* Overweight, €100->€105: Analyst Henning Cosman of Barclays [https://www.finanzen.ch/analyse/volkswagen-vw-vz-overweight-979067 said] the company is likely to beat its target for 2024 and stick to its dividend ratio of 30%. | * Overweight, €100->€105: Analyst Henning Cosman of Barclays [https://www.finanzen.ch/analyse/volkswagen-vw-vz-overweight-979067 said] the company is likely to beat its target for 2024 and stick to its dividend ratio of 30%. | ||
* HSBC [https://www.marketscreener.com/quote/stock/VOLKSWAGEN-AG-436737/news/Volkswagen-analysts-optimistic-about-2024-results-48852214/ said] Volkswagen had a strong momentum in 2024 , which is likely to continue into 2025. | |||
=== 2025 will likely be another bad year === | |||
* Buy, €112: Romain Gourvil of Berenberg [https://www.finanzen.ch/analyse/volkswagen-vw-vz-buy-978859 said] "conditions are still dangerous". He pointed out that sales recovery is taking longer than expected. Gourvil added that the latest trade tensions between Europe, China and the USA are just the latest tip of the iceberg of bad news. He said favorable valuations at Volkswagen is a protection for these risks. | |||
* Neutral, €114->€98: Analyst George Galliers of Goldman Sachs [https://www.finanzen.ch/analyse/volkswagen-vw-vz-neutral-978419 expects] 2025 to be another challenging year for the European automotive industry. He said he lowered his operating profit estimates for for 2025 by an average of 9%. | |||
=== There is a potential government support for the European automotive industry === | |||
* Buy, €125: Cited [https://www.investing.com/news/analyst-ratings/citi-maintains-buy-on-volkswagen-stock-eur12500-target-93CH-3832608 pointed out] that there is a potential government support for the European automakers. The analysts cited the impending dialogue between the European Union and automakers in a "concept note" titled the "Strategic Dialogue on the Future of the European Auto Industry". They also cited a statement published by three French ministers asking the EU to immediately suspend the CO2 regulation. The analysts also said the German finance minister, Olaf Scholz has indicated that the EU is preparing a bloc-wide incentive plan for EVs, which cost reduce costs for Volkswagen. | |||
== References == | == References == | ||