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Wie Deutsche Bank, Commerzbank, Daimler, BMW, Continental und RWE für Gesprächsstoff im DAX sorgten

11.08.2018

DAX: -1,99%

Aktie Symbol SK
Perf.
RWE RWE 20.810 -0.95%
Continental CON 186.500 -1.32%
BMW BMW 83.580 -1.45%
Daimler DAI 57.200 -3.12%
Commerzbank CBK 8.453 -3.50%
Deutsche Bank DBK 10.306 -4.06%


Social Comments zu den Gewinnern/Verlierern

Continental
08.08 08:02
Quinner | 4SIE1UNI
Das Elektro-Gigant-Universum
Conti dürfte bald mal wieder nach oben drehen. Evtl. nachkaufen
BMW
10.08 07:08
BowCurve | BOWGERMY
BowGerman - GARP in Deutschland
Never mind Tesla, BMW's the real deal for a buyout – Bloomberg No sooner had Elon Musk tweeted his tentative proposal to take Tesla Inc. private, than a debate raged about whether that’s even possible at a company that bleedsbns of dollars in cash. But Musk’s idea isn’t a terrible one for a carmaker, it’s just Tesla is the wrong one. Germany’s BMW AG is a far better candidate for a buyout. “BMW is awash with cash, it’s grossly undervalued, LBO funds would queue to back it as they could get their money back in a few years,” says Max Warburton at Bernstein Research. “Tesla has negative Ebitda, and couldn’t pay the funding costs for more than a month or two.” To recap, Musk hates persnickety analyst questions, dealing with short-sellers and the burden of hitting quarterly earnings targets. But the stock market has actually been amazingly kind to Tesla. Its equity is valued at close to USD65bn, which is pretty punchy for a company that sold about 100,000 cars last year. It has burned roughly USD8bn of cash in the past four years, according to Bloomberg data, but Musk’s fiercely loyal shareholders have been happy to keep funding his vision. Contrast that with BMW, whose automotive unit has generated about 19bn EUR (USD22bn) of free cash flow since 2014 from the more than 2m cars it sells annually. Yet, bizarrely, its 55bn-euro market capitalization is lower than Tesla’s and the German group’s shares trade at a measly 7.5 times estimated earnings. Tesla doesn’t have any earnings to compare. Unlike Tesla, BMW gets no credit for its long-term thinking, which includes early investments in electric vehicles such as the i3 – not the prettiest car, to be sure, but very impressive technically. And unlike Tesla, BMW’s heavy spending hasn’t prevented it from hitting short-term earnings targets. So if Musk is frustrated, imagine being the Quandt family, which controls about 45% of BMW’s shares. Their combined USD43bn fortune would be a lot bigger if the company had a more reasonable valuation. Most of that fortune is locked in BMW’s shares, but past dividends from the company have given the family plenty of firepower to deploy in a buyout. The automotive business boasts about 19bn EUR of net liquidity, some of which could be used to pay down debt to buy out free-float shareholders. True, the BMW balance sheet already has tens ofbns of dollars of debt. But much of it relates to the financial services business, which could be sold if necessary. It already has a big equity cushion to support it. And if money became tight, BMW could always spin-off its trophy asset Rolls-Royce. Ferrari NV’s successful listing shows there’s a market for companies like that. It could also halt dividend payments that totaled more than 2bn EUR last year. Of course, all of this is highly unlikely. Like most German family owners, the Quandts are famously conservative. Unlike Musk, they shun the limelight. The Schaeffler family’s ill-fated and debt-funded acquisition of Continental AG shares in 2008 is a cautionary tale for the country’sbnaire dynasties. Even so, investors thinking of helping Musk take Tesla private might at least want to ask the question, would Munich be a better bet than California for the future of cars?
Commerzbank
10.08 20:05
Baust | CB248
Core-Baustein
Die Commerzbank ist m.E. besser aufgestellt als die DB und einer der großen Profiteure einer steiler werdenden Zinsstrukturkurve in Europa. Ich steige mit einer überschaubaren Position ein und werde bei weiteren Rücksetzern nochmals nachkaufen.
08.08 10:01
Schlitzohrthoma | SCHLITZO
Schlitzohrthomas
Gewinnmitnahme

RWE

RWE am 10.8. -0,95%, Volumen 40% normaler Tage
» Details dazu hier

CON

Continental am 10.8. -1,32%, Volumen 88% normaler Tage
» Details dazu hier

BMW

BMW am 10.8. -1,45%, Volumen 105% normaler Tage
» Details dazu hier

DAI

Daimler am 10.8. -3,12%, Volumen 108% normaler Tage
» Details dazu hier

CBK

Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage
» Details dazu hier

DBK

Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage
» Details dazu hier

Bildnachweis

1. RWE am 10.8. -0,95%, Volumen 40% normaler Tage

2. Continental am 10.8. -1,32%, Volumen 88% normaler Tage

3. BMW am 10.8. -1,45%, Volumen 105% normaler Tage

4. Daimler am 10.8. -3,12%, Volumen 108% normaler Tage

5. Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage

6. Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage

Aktien auf dem Radar: .


Random Partner

CyberTrap Software GmbH
CyberTrap Software GmbH ist ein führendes Softwareunternehmen im Bereich der Deception Technology, welche Angreifer in eine virtuelle und kontrollierte Scheinwelt umleitet um den Eindringling zu beobachten, zu analysieren und einzigartige digitale Fingerabdrücke zu generieren. Dadurch wird die Effizienz der bestehenden Sicherheitslösungen gesteigert.

>> Besuchen Sie 62 weitere Partner auf boerse-social.com/partner


RWE am 10.8. -0,95%, Volumen 40% normaler Tage


Continental am 10.8. -1,32%, Volumen 88% normaler Tage


BMW am 10.8. -1,45%, Volumen 105% normaler Tage


Daimler am 10.8. -3,12%, Volumen 108% normaler Tage


Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage


Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage


Useletter

Die Useletter "Morning Xpresso" und "Evening Xtrakt" heben sich deutlich von den gängigen Newslettern ab. Beispiele ansehen bzw. kostenfrei anmelden. Wichtige Börse-Infos garantiert.

Newsletter abonnieren

Runplugged

Infos über neue Financial Literacy Audio Files für die Runplugged App
(kostenfrei downloaden über http://runplugged.com/spreadit)

per Newsletter erhalten



Indizes
ATX 3271 0.21% 23:45:07 (3264 0.03% 17.08.)
DAX 12241 0.25% 23:45:07 (12211 -0.22% 17.08.)
Dow 25690 0.08% 23:45:07 (25669 0.43% 17.08.)
Nikkei 22285 0.07% 23:45:07 (22270 0.35% 17.08.)
Gold 1187 0.69% 23:00:00 (1179 -0.13% 17.08.)
Bitcoin 6410 0.43% 19:28:52 (6382 -1.61% 18.08.)

Featured Partner Video

Deutsche Telekom: neuer Sprint-Anlauf

Vor circa zwanzig Jahren erschien hierzulande eine Aktie auf den Kurszetteln, die viele bis dato potentielle Anleger/-innen tatsächlich den Schritt an die Börse wagen ließ: die Deut...


Magazine / #gabb aktuell


Geschäftsberichte

Wie Deutsche Bank, Commerzbank, Daimler, BMW, Continental und RWE für Gesprächsstoff im DAX sorgten


11.08.2018

DAX: -1,99%

Aktie Symbol SK
Perf.
RWE RWE 20.810 -0.95%
Continental CON 186.500 -1.32%
BMW BMW 83.580 -1.45%
Daimler DAI 57.200 -3.12%
Commerzbank CBK 8.453 -3.50%
Deutsche Bank DBK 10.306 -4.06%


Social Comments zu den Gewinnern/Verlierern

Continental
08.08 08:02
Quinner | 4SIE1UNI
Das Elektro-Gigant-Universum
Conti dürfte bald mal wieder nach oben drehen. Evtl. nachkaufen
BMW
10.08 07:08
BowCurve | BOWGERMY
BowGerman - GARP in Deutschland
Never mind Tesla, BMW's the real deal for a buyout – Bloomberg No sooner had Elon Musk tweeted his tentative proposal to take Tesla Inc. private, than a debate raged about whether that’s even possible at a company that bleedsbns of dollars in cash. But Musk’s idea isn’t a terrible one for a carmaker, it’s just Tesla is the wrong one. Germany’s BMW AG is a far better candidate for a buyout. “BMW is awash with cash, it’s grossly undervalued, LBO funds would queue to back it as they could get their money back in a few years,” says Max Warburton at Bernstein Research. “Tesla has negative Ebitda, and couldn’t pay the funding costs for more than a month or two.” To recap, Musk hates persnickety analyst questions, dealing with short-sellers and the burden of hitting quarterly earnings targets. But the stock market has actually been amazingly kind to Tesla. Its equity is valued at close to USD65bn, which is pretty punchy for a company that sold about 100,000 cars last year. It has burned roughly USD8bn of cash in the past four years, according to Bloomberg data, but Musk’s fiercely loyal shareholders have been happy to keep funding his vision. Contrast that with BMW, whose automotive unit has generated about 19bn EUR (USD22bn) of free cash flow since 2014 from the more than 2m cars it sells annually. Yet, bizarrely, its 55bn-euro market capitalization is lower than Tesla’s and the German group’s shares trade at a measly 7.5 times estimated earnings. Tesla doesn’t have any earnings to compare. Unlike Tesla, BMW gets no credit for its long-term thinking, which includes early investments in electric vehicles such as the i3 – not the prettiest car, to be sure, but very impressive technically. And unlike Tesla, BMW’s heavy spending hasn’t prevented it from hitting short-term earnings targets. So if Musk is frustrated, imagine being the Quandt family, which controls about 45% of BMW’s shares. Their combined USD43bn fortune would be a lot bigger if the company had a more reasonable valuation. Most of that fortune is locked in BMW’s shares, but past dividends from the company have given the family plenty of firepower to deploy in a buyout. The automotive business boasts about 19bn EUR of net liquidity, some of which could be used to pay down debt to buy out free-float shareholders. True, the BMW balance sheet already has tens ofbns of dollars of debt. But much of it relates to the financial services business, which could be sold if necessary. It already has a big equity cushion to support it. And if money became tight, BMW could always spin-off its trophy asset Rolls-Royce. Ferrari NV’s successful listing shows there’s a market for companies like that. It could also halt dividend payments that totaled more than 2bn EUR last year. Of course, all of this is highly unlikely. Like most German family owners, the Quandts are famously conservative. Unlike Musk, they shun the limelight. The Schaeffler family’s ill-fated and debt-funded acquisition of Continental AG shares in 2008 is a cautionary tale for the country’sbnaire dynasties. Even so, investors thinking of helping Musk take Tesla private might at least want to ask the question, would Munich be a better bet than California for the future of cars?
Commerzbank
10.08 20:05
Baust | CB248
Core-Baustein
Die Commerzbank ist m.E. besser aufgestellt als die DB und einer der großen Profiteure einer steiler werdenden Zinsstrukturkurve in Europa. Ich steige mit einer überschaubaren Position ein und werde bei weiteren Rücksetzern nochmals nachkaufen.
08.08 10:01
Schlitzohrthoma | SCHLITZO
Schlitzohrthomas
Gewinnmitnahme

RWE

RWE am 10.8. -0,95%, Volumen 40% normaler Tage
» Details dazu hier

CON

Continental am 10.8. -1,32%, Volumen 88% normaler Tage
» Details dazu hier

BMW

BMW am 10.8. -1,45%, Volumen 105% normaler Tage
» Details dazu hier

DAI

Daimler am 10.8. -3,12%, Volumen 108% normaler Tage
» Details dazu hier

CBK

Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage
» Details dazu hier

DBK

Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage
» Details dazu hier

Bildnachweis

1. RWE am 10.8. -0,95%, Volumen 40% normaler Tage

2. Continental am 10.8. -1,32%, Volumen 88% normaler Tage

3. BMW am 10.8. -1,45%, Volumen 105% normaler Tage

4. Daimler am 10.8. -3,12%, Volumen 108% normaler Tage

5. Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage

6. Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage

Aktien auf dem Radar: .


Random Partner

CyberTrap Software GmbH
CyberTrap Software GmbH ist ein führendes Softwareunternehmen im Bereich der Deception Technology, welche Angreifer in eine virtuelle und kontrollierte Scheinwelt umleitet um den Eindringling zu beobachten, zu analysieren und einzigartige digitale Fingerabdrücke zu generieren. Dadurch wird die Effizienz der bestehenden Sicherheitslösungen gesteigert.

>> Besuchen Sie 62 weitere Partner auf boerse-social.com/partner


RWE am 10.8. -0,95%, Volumen 40% normaler Tage


Continental am 10.8. -1,32%, Volumen 88% normaler Tage


BMW am 10.8. -1,45%, Volumen 105% normaler Tage


Daimler am 10.8. -3,12%, Volumen 108% normaler Tage


Commerzbank am 10.8. -3,50%, Volumen 122% normaler Tage


Deutsche Bank am 10.8. -4,06%, Volumen 153% normaler Tage


Useletter

Die Useletter "Morning Xpresso" und "Evening Xtrakt" heben sich deutlich von den gängigen Newslettern ab. Beispiele ansehen bzw. kostenfrei anmelden. Wichtige Börse-Infos garantiert.

Newsletter abonnieren

Runplugged

Infos über neue Financial Literacy Audio Files für die Runplugged App
(kostenfrei downloaden über http://runplugged.com/spreadit)

per Newsletter erhalten



Indizes
ATX 3271 0.21% 23:45:07 (3264 0.03% 17.08.)
DAX 12241 0.25% 23:45:07 (12211 -0.22% 17.08.)
Dow 25690 0.08% 23:45:07 (25669 0.43% 17.08.)
Nikkei 22285 0.07% 23:45:07 (22270 0.35% 17.08.)
Gold 1187 0.69% 23:00:00 (1179 -0.13% 17.08.)
Bitcoin 6410 0.43% 19:28:52 (6382 -1.61% 18.08.)

Featured Partner Video

Deutsche Telekom: neuer Sprint-Anlauf

Vor circa zwanzig Jahren erschien hierzulande eine Aktie auf den Kurszetteln, die viele bis dato potentielle Anleger/-innen tatsächlich den Schritt an die Börse wagen ließ: die Deut...


Magazine / #gabb aktuell


Geschäftsberichte