The German car manufacturers are among the greatest losers of the customs package announced by Donald Trump. The sports car manufacturer Porsche is also affected to a large extent, but investors have nevertheless identified a glimmer of hope.
• Despite massive US tariffs, the Porsche share cuts better than VW, BMW and Mercedes
• Investors rely on wealthy customers who can cope with higher prices
• Porsche is considering a commitment in the Armaments As a new source of income
Customs announced by the Trump government in the previous week of 25 percent of all auto imports had already hit the domestic industry representatives hard. In this context, the sports car manufacturer Porsche in particular was targeted by the investors after the DZ Bank had assessed the negative result effect with the Zuffenhauseners.
The fact that another extensive customs package from the USA shocked the markets at the so -called “Liberation Day” and the auto tariffs came into force again brought massive losses in auto stocks. Volkswagen’s shares (-4.42 percent to 90.00 euros), BMW (-3.55 percent to 71.12 euros) and Mercedes-Benz (-4.09 percent to 51.76 euros) all ended the Xetra trade on red terrain on Thursday. The losses were still the slightest at Porsche, here it was ultimately 3.02 percent down to 44.97 euros.
The Porsche share was weaker on Friday: the Porsche share on Xetra was ultimately 3.91 percent at EUR 43.21. However, the discount was less than the competition.
Ferrari increases prices in the USA
Investors also take a look at Italy, where Porsche competitor Ferrari reacted directly to the US car tariffs the day before and increased its US prices. Experts had already suspected in advance that Ferrari may have to accept less decline on the heel side than the competition, since the company addresses wealthy customers with its model range who can continue to afford the higher sales prices. The same applies to Porsche sports cars, which are also located in the upper price segment. That should justify the moderate confidence for the Porsche share.
In addition, Porsche probably wants to change the direction. Manager Magazin had reported that the sports car manufacturer is considering an engagement in the armaments industry. Think about building a third mainstay, according to the medium. The armaments industry is booming – it is not for nothing that Rheinmetall, Renk and Co. are currently among the largest investor favorites. For Porsche, this step could be a way out of the red figures after the company ended the year 2024 with billions in losses.
Editor finance.net
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