POAHY PORSCHE AUTOMBL UNSP/ADR Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:13
Aug 14
Aug 14
TBPN
Porsche's brand strength supports product success.
Porsche's core brand remains strong even though its financials are beaten up; it has avoided a broader design backlash, listens to customers by bringing back the manual 911 Carrera S, and the new Cayenne EV Turbo S has impressive performance, suggesting this product cycle should be successful.
POAHY
PORSCHE AUTOMBL UNSP/ADR
Long
1ST
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12:13
Mar 12
Mar 12
Bloomberg Markets
"BMW... expects profitability to remain broadly flat for the year due to the rising cost of tariffs and intensifying competition in China. That's not the only automaker reporting earnings and we had Porsche and Volkswagen issuing similar warnings." European legacy automakers are being squeezed on two fronts: US protectionism (Section 301 tariffs) increasing export costs, and aggressive price wars in China from domestic EV makers like BYD. This dual pressure structurally compresses their operating margins. AVOID. The sector faces insurmountable geopolitical and competitive headwinds that will cap earnings growth. The US drops its tariff threats, or the EU successfully implements protective measures that shield legacy automakers from Chinese competition in their home market.
POAHY
PORSCHE AUTOMBL UNSP/ADR
Avoid
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03:10
Jan 02
Jan 02
3PRO TV
Luxury auto premium has broken.
The luxury auto premium has broken down; Ferrari and Porsche are being smashed, with Porsche operating margin around 1%. EV acceleration and Ferrari's limited production prevent the old luxury scarcity and performance premium, making luxury automakers unattractive.
POAHY
PORSCHE AUTOMBL UNSP/ADR
Avoid
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About POAHY Investor Commentary
Across the available history and selected sources, Buzzberg tracks POAHY (PORSCHE AUTOMBL UNSP/ADR) across 9 sources: 1 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 4% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 25 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: John Coogan, Jennifer Zabasajja, Lee Hyuk-jin.