VOW3 : Bullish and Bearish Analyst Opinions

VW is a global auto giant with 12 brands, priced at historically low valuations (implied by the author's "failing used car dealership" comparison). If VW navigates the EV transition, solves its complexity issues, and avoids a permanent margin reset, the current price offers deep value. A high-risk, high-potential-reward long-term contrarian bet on a mispriced industrial. Intense competition (especially from BYD in China), low operating margins (2.8%), EV transition costs, pricing wars, geopolitical issues, and legacy Dieselgate lawsuits.

Volkswagen AG needs to keep up its efficiency drive this year as the automaker confronts muted sales in the US and rising competition in China, according to one of its top executives. https://t.co/vt5sZkpcSB