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.
$保時捷(ADR)(POAHY.US)$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.
$特斯拉(TSLA.US)$$保時捷(ADR)(POAHY.US)$The article reported that German luxury brand Porsche and EV stalwart Tesla make strange bedfellows, unless it comes to warning about high interest rates crimping demand. Following the release of its year-to-date Q3 financial results, Porsche warned that inflation and the effect of high rates were a concern. Media reported that Elon Musk is pessimistic about the economy that drove the share price down a...
保時捷(ADR)股票討論區
finally at my cost basis
patience
Porsche joins Tesla in warning about high rates
Media reported that Elon Musk is pessimistic about the economy that drove the share price down a...
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