Car manufacturers making a comeback present an opportunity for potential profit multiplication
In the current issue of BÖRSE ONLINE, readers will find a special offer for the magazine: 3 issues for just 9.90 euros, a savings of 7.50 euros compared to the regular price of 17.40 euros. This offer comes at an interesting time, as the auto industry is facing intense pressure due to the shift towards electric mobility.
One company that is navigating this challenging landscape is the German DAX corporation, Continental. According to Bloomberg's estimate for 2026, Continental is valued at approximately 13.7 billion euros. The company is undergoing a split, and the planned division could bring shareholders an additional 1.7 billion euros in value, as per Bloomberg's analysis.
The tire business of Continental is valued at 9.4 billion euros, while the independent auto supplier is valued at 4.3 billion euros. This split could present an opportunity for patient, risk-tolerant investors in the long run.
The crisis in the auto supplier industry is not limited to China but is also affecting Western markets. Many auto suppliers' stocks are under pressure on the stock market, and suppliers are negotiating to salvage advance payments from automakers, with three-quarters complaining about insufficient payments.
Despite these challenges, the editors of BÖRSE ONLINE have identified Continental as a favorably priced stock based on certain criteria. These criteria include stable or growing operating margins (EBIT) of more than 5% and moderate debt.
Meanwhile, Chinese electric vehicle manufacturers are gaining significant cost advantages over Western competitors. Companies like BYD, with highly integrated supply chains controlling battery production to final vehicle assembly, have strong potential to double their market capitalization due to their cost advantages and market position in new energy vehicles.
The current issue of BÖRSE ONLINE contains an analysis of the supplier industry and companies with potential to double. Future in-depth analyses and hot stock tips will be available. The analysis and hot stock tips in this issue are not to be missed.
In addition to the special offer, the magazine also features a detailed look at the auto industry, including the crisis facing many suppliers and the opportunities for companies like Continental. With its straightforward, easy-to-read style, BÖRSE ONLINE provides valuable insights for investors looking to navigate the complex world of the auto industry.
