6,504
edits
Volkswagen:Quarterly Results/2025 Q2: Difference between revisions
→Porsche Analysts opinions
| Line 77: | Line 77: | ||
== Porsche Analysts opinions == | == Porsche Analysts opinions == | ||
* According to UBS, '''Porsche [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com indicated] that Q2 operating profit would be around break-even due to €500 charges related to Cellforce battery joint venture write-down and €200 million restructuring costs''' . It forecasts that Porsche will report operating profit of €30 million for Q2 and adjusted margin of 8.2%. | |||
* UBS is skeptical that Porsche can return to double margins without a tariff resolution. It [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that after the launch of the new 911 Turbo at the end of 2025, there is no major ICE or hybrid introduction until 2028 and investments in the e-vehicle remain high. | |||
* Jefferies [https://www.investing.com/news/stock-market-news/porsche-stays-cautious-on-q2-outlook-analysts-say-guidance-may-be-too-high-4129884?utm_source=chatgpt.com pointed out] that Porsche's current operating margin guidance of 6.5% to 8.5% for 2025 only factors in two months of US tariffs, hence it's too high. | |||
== References == | == References == | ||