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🗓️Key events on the markets this week!
This week brings European industrial earnings and very important US macro data.
💻 Monday
Results after the close:
Hewlett Packard Enterprise $HPE – report for the enterprise infrastructure segment.
🚗 Tuesday
Results before the open:
NIO $NIO – the Chinese electric vehicle manufacturer will provide further insight into the dynamics of the local EV...
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European stocks in my portfolio — why I prefer the USA
In the long term I don’t trust most European stocks due to weak economic growth, strict regulation, and lower upside compared with the USA. Therefore, in my dollar portfolio I focus mainly on American stocks, where I see better returns and more opportunities to benefit from innovation.
Today, after the drop (around -1.8% to...
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If Trump attacks Greenland, assets owned by Europeans in the US could theoretically be frozen. Similar to what’s happening now with assets in Russia. That would be pretty brutal, wouldn't it?
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📅 This week's key market events!
A week full of earnings reports and macroeconomic signals that can influence the mood of the markets. Here's an overview of the most interesting events!
📡Monday
Results before the markets open:
Verizon $VZ - Markets will focus on new users and network connectivity.
🎙️ Tuesday
Fed Chair Powell Speech - Highly anticipatedspeech may provide hints of...
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I'll be most interested in Tesla, and I hope the numbers come out well. If the stock were to fall, I would definitely buy in.
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What do you think about $VOW3.DEstock ?
Volkswagen has been underperforming for some time now - results have been poor and the stock was down significantly last year, by about 20%. This year, however, the stock is already up 11%. I have $P911.DEin my portfolio, but I don't and won't invest in $VOW3.DE.
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The European car companies are not in the best situation right now, but when things calm down again, these companies could prosper again.
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📅 This week's key investment events!
This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:
📊 Monday
Results before the markets open
Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing...
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For me the results of $P911.DE will be interesting and Wednesday will be important.
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🚗 Europe confirms the end of the internal combustion engine in 2035 - what does this mean for European carmakers? ⚡
European Commission has confirmed its plan to completely phase out the sale of new cars with internal combustion engines from 2035. The move is part of a wider strategy to decarbonise transport, but comes at a time when the popularity of electric cars is slowing...
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The question is whether the end of the internal combustion engine is the right way to go and whether it will only harm European carmakers.
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🗓️Klíčové events of the week! 🌟
This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:
❌Monday
Prague Stock Exchange closed due to a public holiday
Results:
Before the markets open: ON Semi $ON
After markets close: Ford $F
📊Tuesday
US Consumer Confidence
JOLTS - Job...
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It's going to be very interesting from tonight through Thursday, so I'll definitely be watching.
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🔍 The EU car market is in decline! 🚗
August 2024 brought worrying signs for the European automotive industry. New car registrations have fallen by 18,3 % across the major markets. This reflects not only short-term problems, but also long-term changes that could fundamentally affect investment in the EU automotive industry. 📉
📊 Electric cars at a crossroads? ⚡️
The biggest decline...
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The problem is not whether combustion or EV (EV is simply much better both in terms of production and user) but further development of production technology. While Europe is running a classic Ford line only supplemented by single purpose robots. Tesla closely followed by China has switched to Gigapress production, unboxing, and it will all be controlled by universal robots. Moreover, China has wisely let its competitors sink a lot of money into the technologically obsolete factories it has allowed them to build while itself learning from Tesla. These Chinese capabilities of European manufacturers are now uncompetitive, as are their parent companies, purely because of the cost of production. The tragedy of VW was that when Dies explained to them a few years ago that it was impossible to produce a car in several times Tesla's time and pushed for efficiency, the union pressured the owners to get rid of him. Well they ended up closing factories instead of radically upgrading them with this approach. Which is the only thing that would help them. So now they're leaning out production and trying to bridge the technology gap by working with "startups" Rivian, QS. And the familly trust Porsche Piech also separated Porsche under its control. Probably to save some of what their ancestors built. 🤷♂️
I'd also like to add that US exchanges are open from 14:30 to 21:00 until March 27 due to the time change.