Analysts worry about Porsche's lower guidance due to increased launch costs, higher depreciation charges, and a weaker global economy. Citi analysts suggest that FY25E could be a better year, but expect lower EPS.
Analysts are worried about Porsche's lower guidance due to increased launch costs, higher depreciation, and a weaker economy. Citi analysts predict a slow transformation for Porsche, expecting FY25E to be a better year but with a lower EPS. They suggest a buying opportunity in FY24, but anticipate investors waiting for improved sales and earnings.
Citi analysts believe Porsche's shift to digitalization and electrification will be a slow process, requiring focus on brand and pricing. They predict only a slight increase in the company's share of fully-electric vehicles, indicating limited sales growth for the electric Macan.
$保时捷(ADR)(POAHY.US)$I'm long the stock still but I'm beginning to become more worried about the long term macro economic risks that come along with a more complicated and less free global trade environment. usually as more protectionist policies get implemented export based economies suffer more than countries running trade deficits. globally trade protectionism seems to be goin up and to the right.
Porsche's new Macan range is a key move in their electric vehicle strategy, aiming to offer the sportiest model in its segment with an all-electic range. The Macan's performance, practicality, high-quality equipment and spacious configuration are expected to attract consumers.
$保时捷(ADR)(POAHY.US)$'s CEO said at today's annual press conference that a partnership project has been discussed with$苹果(AAPL.US)$. Porsche CEO Oliver Blume said the company has discussed "exciting joint projects" with Apple but has not yet decided whether to proceed. It's unclear what the project refers to, but it could be related to Apple's long-rumored electric car project. Public reports indicate that Porsche has worked clo...
(Bloomberg) --$沃尔沃(VLVLY.US)$AG is preparing an initial public offering of$保时捷(ADR)(POAHY.US)$, seeking a listing of its most profitable asset to help boost the parent’s valuation and fund the push into electric vehicles. Under a plan code-named “Phoenix,” the carmaker and Porsche Automobil Holding SE, the billionaire Porsche and Piech family’s main investment vehicle, have sketched out a framework that navigates VW’s co...
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LalalanaRI :
Wow this is actually pretty crazy. They wanna sell the squeeze the got In Porsche stock to fund EV’s sounds like they really need cash
ProTraderMark :
Not sure whether they will get as much as they want. Is still an ICE manufacturer that also has to pay its way thru the transition to EVs or die. I'd see it as a risky investment, particularly with VW buying it up on the chopping block just to raise
$保时捷(ADR)(POAHY.US)$$特斯拉(TSLA.US)$Deliveries of the Taycan hit 28,640, and deliveries of the 911 sports car hit 27,972 during the same period. The Taycan, a four-door, dual motor sports car, was seen as a high-priced competitor to Tesla’s newer Model S sedans at the time of its debut. While Tesla does not break out deliveries by model, Elon Musk’s electric vehicle maker reported deliveries of approximately 13,180 Model S sedans and Model X sport utility vehicles in the first three quarters of 2021.
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Jacinthen :
Imagine how many EVs legacy automakers could sell if they sold actual good EVs.
Marilyne :
The Tesla is faster, goes farther, and had a significantly more reliable charging network. The Porsche looks cooler, outhandles the Tesla, and charges quickly in a very tiny number of places if you're lucky. Fastest high volume electric car in the world and fastest sedan in the world are probably going to sell a lot of Plaids.
保时捷(ADR)股票讨论区
patience
Porsche CEO: Exciting joint project discussed with Apple
Porsche CEO Oliver Blume said the company has discussed "exciting joint projects" with Apple but has not yet decided whether to proceed. It's unclear what the project refers to, but it could be related to Apple's long-rumored electric car project.
Public reports indicate that Porsche has worked clo...
Volkswagen Plans IPO of Porsche to Ignite EV Shift Momentum
Under a plan code-named “Phoenix,” the carmaker and Porsche Automobil Holding SE, the billionaire Porsche and Piech family’s main investment vehicle, have sketched out a framework that navigates VW’s co...
Porsche Taycan, the company’s first fully electric model, outsells flagship 911 sports car
The Taycan, a four-door, dual motor sports car, was seen as a high-priced competitor to Tesla’s newer Model S sedans at the time of its debut.
While Tesla does not break out deliveries by model, Elon Musk’s electric vehicle maker reported deliveries of approximately 13,180 Model S sedans and Model X sport utility vehicles in the first three quarters of 2021.
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