We are talking about a possible peace of action between the US and China, a mega deal in the biotech sector and something else that will become important this week.
Today we are going to talk about the possible struggle between Volkswagen and Porsche and in the Triple A we are going to present you 7 talked about innovation shares.
Everything about shares, the daily Börsen Show. Welcome Philipp Vetter and Holger Schäpitz from the World Economic Redaction.
The shares and funds that are promised in the podcast do not offer specific purchases or suggestions.
The moderators and the hostess do not create ideas or ideas for failure, which are based on the implementation of the idea.
Today is Monday, October 7th and we wish you an extraordinary start in the new week. The coming days, yes, they can be pretty hectic in the Börsen.
Not only that the biggest report week of the quarter is presented with the numbers of about 5 of the 7 Magnificent Seven shares.
It is also the three most importantnotes in the world, with important polls and a lot of political issues.
The US President Donald Trump will meet the Chinese counterpart Xi Jinping for the first time since 2019 and his expectations are pretty high.
We will provide you with the most important information with all the vaccines, so that you hopefully relax during the week.
There is a lot going on with the trade talks between the US and China. There is now a breakthrough.
At the weekend, there were a lot of lectures in Malaysia and they should be very positive on both sides.
US Finance Minister Scott Bessent spoke of a quote "very positive frames" after constructive and deep talks.
China's trade contractor Li Chenggang, who explained that there has been a consensus on fentanyl and shipbuilding.
President Donald Trump himself expressed his hope for a "complete departure" with China that Xi Jinping could be known in South Korea on Thursday.
Yes, that sounds like a sudden trend. Two weeks ago, there were tons of tons of waste. And now suddenly there is a consensus.
And when Trump and Xi meet in South Korea on Thursday, then they could extract 20% extra waste because of the fentanyl strike in China.
China could be obliged to buy large-scale soil from the US and, that is even more important,
extractable for rare soil, at least for one year. And that would be a positive surprise,
because many observers had expected a extension of the previous silence.
Yes, especially the rare soil. They already have great pains. Economically, it would actually be a small liberation strike.
Because a waste of the soil means less inflation pressure, higher margins for companies and a better geopolitical mood for the markets.
But we should be careful, as always with Trump. It is a preliminary relaxation in trade, there is still no comprehensive trade agreement.
And the experience shows that Trump is often as stable as his tweets are. Trade policies remain tense.
Nevertheless, the börsen are very positive in these weeks. The positive risks show also at the crypto currencies at the weekend.
Bitcoin, Ether, Solana and Co. won between 2 and 3% on Sunday.
The positive mood also fits to the annual time. According to the calculations of Goldman Sachs, the Nasdaq is between the end of October and the end of the year.
Since 1985, it has increased by 8.5%.
As you can see, the three most important Americans and Aktien ECs have already passed a week ago. On the new record, Schneider-Jones, der Gewand am Freitag 1% of 47.207 points.
The standard value index has closed with the first time over the market of 47,000 points.
The Nasdaq is 1.1% and the wider S&P 500 is 0.8% up to 6,702. That is also a record.
And in the week, the S&P 1.9% is 2.3% and the Dow Jones 2.2%.
The DAX remained under a new record, but also with a mini plus of 0.13% in trade.
This is now at 24,239 points. The rise is at 24,771.
In terms of weeks, the plus of 1.7% can be seen in the DAX as well.
After Börsenschluss, the Porsche AG is still in place on Friday. It pays for the third quarter.
The loss was clearly higher than expected with almost 1 billion euros in just these three months.
Still, the shares remain 3% in the plus. Then the relief of the VW boss, Oliver Blumme,
now his double role as a VW and Porsche boss, is still in place and is still doing something while building a sports car.
However, in the background there is the Wolfsbrugger-Concern, where there is a power struggle again.
More on that in our topic of the day.
And then we have another billion, which has been waiting for the biotech sector.
Today, the US biotech company Avidity Bioscience has announced to buy 12 billion dollars.
72 dollars each axis will be paid in the bar.
That always corresponds to an increase of 46% on the last Börsenkurs.
And Avidity, the developed RNA-based medicines against rare diseases.
And Novartis strengthens its pipeline in the areas of heart flow, metabolism and rare disease.
And thus ensures the access to groundbreaking gene therapy.
Let's stay with the farmer.
Beyer is allowed to bring his menopause medication "Elinzanitant" in the USA to the market.
As Beyer shares, the US Health Agency FDA has allowed the name "Lünkwet" under the brand name.
My God, these are all names.
Led medication to treat moderate to severe heat waves.
"Elinzanitant" is considered to be a possible blockbuster.
The shares could not profit from it on Friday afternoon.
Let's take a look at Argentina.
On Sunday, I was sent to Parliament at half-time of President Mila's office.
It was a bit of a referendum about his radical saving and reform program.
After the election in Buenos Aires, we looked at it closely.
And 127 were elected.
Half of the house is like 24 senators.
The vote distribution is 66% lower than it was four years ago.
Of course, 71%. And Mila himself controls only 15% of the seats in the Congress.
And his goal is at least one-third of the mandate to get a kind of veto right against opposition laws.
A simple majority to implement a comprehensive reform is not achievable.
But the third party was still not visible until the end of the podcast.
Mila's political survival, the continued support of the US and the future reform agenda.
The Argentinian stock market lost 17% in Euro this year.
The raw materials company YPF has 43%.
And some bank titles such as Banco, Macro or BBVA, Argentina, even more, have been breached.
I'll quickly talk about part one of the dates. We have a full week of big packages this week.
And there are the quarter, his five largest tech companies in the world.
Microsoft, Alphabet, Meta, Amazon and Apple.
And they will be a bit like a lakmus test for the stock market.
And two points will be important.
First of all, the capex, i.e. the investment in the K-infrastructure
and also the monetization of artificial intelligence.
Investors want to see that all these billions of investments will be paid off at some point.
Yes, that's ambition.
Max7's expected profit growth, a total of +14% in the third quarter after +27% in the second quarter.
Double as much as the rest of the S&P 500.
But the slowest growth since the beginning of 2023.
At least the expectations before the official payment.
But big tech is often expected to meet the expectations and that could be the decisive impulse for the market this time.
And then, in addition to the five Max7 shares, there is also Coinbase, Cloudflare,
in Europe, Adidas, BRSF, Deutsche Bank, Airbus, Mercedes, SimRice, UBS, Shell and Volkswagen.
Then in Germany, also quite exciting, pay for the product in the future quarter and pay for inflation.
Then the inflation rate of FedECB Bank of Japan, there will be a discount on the Fed expected.
And the household still in the USA, it seems at least there is a first sign that there could be a compromise.
Since these consequences of shutdowns are becoming more and more noticeable and what people are still looking at,
are possible production risks because of the next period.
Engpasses and Bosch has already warned a short time ago.
And let's see how it goes on with this chip Engpass.
Yes, and today the IFO business climate index is coming.
Then there is still a possible mistrust vote in France.
Countries come today from the German stock market Kering, Dr. Pepper, Badden, Bath and Beyond,
AvisBudget, Cadence, Confluence, Nucor, NXP, Semiconductors, Rambus, Whirlpool and Waste Management.
The topic of the day.
Holger, there are days when important news disappears almost unnoticed.
Simply because there is so much to report.
For sent P.R. people it is a chance to sail under the radar.
And something like that happened on Friday at Porsche.
There was a lot of attention for Porsche.
However, especially for the poor numbers that the sports car manufacturer had reported,
In the third quarter, we have already said in Bergen, a loss of almost one billion euros at Porsche.
And considering the total first nine months of the year,
the loss of more than four billion euros in comparison to the previous year was only 40 million euros.
That is a minus of almost 96%.
And that was even the German press agency worth an e-mail.
Yes, less attention was received, therefore a press report,
which was sent a few hours earlier.
However, it was mostly the acquaintances of the Volkswagen company
and also the daughter brand Porsche AG.
Because they came from someone who rarely speaks with journalists at all
and normally does not send press reports at all.
Namely Wolfgang Porsche.
And you have to know that Wolfgang Porsche is the spokesman of the Porsche family
and Piers, who are still the main owners of Volkswagen and Porsche.
And their share on VW has also been noted by the families of the Porsche cars.
And there is nothing against the voice of the families.
Basically, both the VW company and the sports car manufacturer are large family companies.
And as in many families, it is not always only harmonic.
Although the Porsche and Piers try to keep their internal conversations as good as possible from the public.
But sometimes it just drinks a little to the outside.
And this press report could have been such a sign on Friday.
The prominent media lawyer Christian Scherz read in the name of his husband Wolfgang Porsche
that he wants to talk again about a report of the economic week.
The report was basically about the guilt why despite the crisis of Porsche
no new CEO was determined for the sports car manufacturer,
but VW boss Oliver Blumann should at last do both jobs in parallel.
At first, for a few days, it was decided that Blumann
would hand over the CEO of Porsche to Porsche in the beginning of 2026.
On January 1st, Michael Leithers, who was finally the boss of McLaren,
worked at Porsche for many years.
However, not as the wish candidate for Blumann for the Porsche,
but is closely connected with the former Porsche CEO, Wendelline Wiedeking,
who is still a close friend of the owner family.
And the economic week, the report for a few days,
that it was mainly about Zögern and Zaudern by Wolfgang Porsche,
that Blumann remained in the double role for so long,
even though VW and Porsche were more and more involved in the crisis.
Now Wolfgang Porsche, who is often referred to as "vopo" in VW circles,
is spreading the media attention.
And now I quote the statement of the economic week
that VW CEO Oliver Blumann wanted to start his second job at Porsche for a long time.
But the big action of Wolfgang Porsche, which he blocked,
does not correspond to the truth.
And further, he writes,
"Fiemer supported Porsche already in the beginning of 2025
together with the Porsche family.
And Piaght is trying to end the double role of Oliver Blumann
and to look for a suitable successor for the Porsche AG."
Yes, under normal circumstances and in calm times,
there would never have been such a department.
Porsche would have simply ignored such a report,
that he does not do it now,
only lets an end to behind the scenes.
It is currently not at peace and quiet at the moment,
where a new power struggle could even be made possible
to influence Volkswagen.
It is mainly about the question
who has the right to say that in the influential families.
Wolfgang Porsche is 82 years old.
For many years, there has been speculation
who could take over the strong role of the family.
But so far, there has been no real generation change.
And in the important precinct of public opinion,
there are still family representatives,
Wolfgang Porsche and Hans-Michel Piaght.
He is even older than Vopo at the age of 83.
According to economic sources,
a former change to the Porsche tip
was almost exclusively due to the Zögern of Wolfgang Porsche.
The colleague Philipp Kaleda,
who is a pretty familiar player at Volkswagen,
writes, I quote here again,
"A person with a hard Zögern doubts Wolfgang Porsche.
The reports of high-ranking insiders are unparalleled.
And that doesn't want to let Wolfgang Porsche sit on himself
and therefore sends his media lawyer."
And the question is now,
who in the background is trying
to leave the debt alone at Wolfgang Porsche
and whether the dispute continues to escalate behind the scenes.
VW and, in particular, the own family
are famous for their power struggles,
which will also be carried out publicly.
For the two accused car manufacturers,
however, the ZOF comes to our side.
Both at VW and Porsche,
you actually have to use all your energy
to solve the crisis.
At Porsche, you have already begun to radicalize the route around.
Electro models are being postponed,
new combustion engines are already announced,
which should not be built anymore.
But the events of Friday show
that it could first be possible
to influence power and influence in the coming weeks
in terms of strategy and crisis management.
We will definitely keep it in our eyes.
The Triple A ED of the day.
Jan Becker, who spoke in the Saturday episode
of "Unternehmen" and said
"Thank you innovation" about German-speaking Dietner.
Unfortunately, he only guided something with a specific name,
as many of you have noticed.
And that's why we did our research
to lead such innovations
and want to introduce you
to the seven possible candidates in the Triple EED.
Yes, we have now gone there.
A starting point are high tasks for research and development.
We have looked for companies in the tech universe
that have measured the turnover of F&E.
But that's not enough.
The stocks should also be in the depots
leading growth investors.
Especially, we have the depots of Cathy Wood,
from Jan Becker and the Scottish stock company
Bailey Gifford.
Cathy Wood and Jan Becker,
who are the most familiar with you.
Bailey Gifford is known for the long-term growth-oriented
investment approach,
which often invests in early and big and disruptive
growth-oriented companies,
often from the technology and innovation sector.
And interestingly, a lot of companies
that shine through high F&E expenses
will also open up in several depots
of growth-oriented investors.
For example, Amazon,
the shares of the cloud and online trade market,
is in the depots of Bailey Gifford,
as well as in five arc-forms of Cathy Wood.
No wonder.
Amazon has spent almost $89 billion
on research and development in recent years.
That corresponds to 14% of the turnover.
A share flows into AI projects,
a share flows into robotics and logistics.
Also, Amazon wants to build a satellite network
similar to SpaceX.
The Kuiper project will be the main competitor
for Starlink.
Then there is the Chinese Baidu,
and it belongs to the estimated stocks in the West.
Baidu is China's leading technology and AI company,
often referred to as Google China,
but longer than just a search machine.
With Ernie, she has a leading AI model at the start.
And Baidu AI Cloud is also a AI cloud platform.
And with Apollo Go, Baidu is leading in autonomous driving.
And Baidu gives 17% of the turnover
for research and development.
And they find the posts of Bailey Gifford
and also in the arc-forms.
CRISPR Therapeutics is leading in the field of gene editing.
Instead of taking medicines for life,
a once-in-a-lifetime paradigm change in medicine could be taken.
CRISPR is one of the largest positions in Cathie Wood.
Robin Hood.
You probably already know that.
He is a leading online broker from the USA.
And he takes advantage of it,
he is more and more a minor leader in the markets.
We also talked about it on Saturday.
And also more and more short-term competitions.
Meanwhile, they participate in sports and other competitions.
And the whole system and version
should be tokenized long-term
and handled by Robin Hood.
Short-term, the potential of the action should appear short-term.
But long-term, something should go on there.
Both Jan Beckers and Cathie Wood are convinced by Robin Hood.
Oclo is something like the NVIDIA, the nuclear energy,
just for electricity instead of chips.
The company develops and develops small modular nuclear reactors
and takes advantage of the AI energy hunger,
which promotes a comeback of nuclear power.
Small modular nuclear power plants, so-called SMRs,
are ideal for computer centers like OpenAI, Google or Microsoft.
The company wants to start the first in operation for the end of 2027,
at the beginning of 2028,
measured by the $0.00.
Oclo's spending is the $27 million F&E.
Then it is very high.
Cathie Wood is part of the party.
Of course, he can't expect such a ratio at $0.00.
Then we still have Uber.
And Uber is currently at the leading platform of mobility and logistics.
Autonomous driving, sound delivery, services are all part of it.
And Belly Gifford is convinced by the action and has it in the depot.
And we also found one German action with the innovation leaders.
Siemens. Siemens is leading in industrial AI.
The company always puts 9% of the investment in F&E.
Cathie Wood has Siemens in the ARC 3D printing ETF.
That was all about the action.
We are always looking forward to your feedback.
That's why just send us an email at
[email protected]
or write to us here in your podcast player a evaluation.
There was a lot of feedback from you on Saturday.
I'll quote you.
Your Saturday episode was really great again.
With very exciting estimates from Jan.
Write, for example, Björn.
It's a pity that he didn't go into new interesting titles this time.
We already had that from him.
Thomas also found the episode great.
He wrote us with his central knowledge.
Here too I'll quote you.
Jan has a team that is larger than some craftsmen
to analyze the position of his firm.
The result is an outperformance against the indices.
And to be honest, I'd like to pay a little more than 1% total expense ratio.
At least that's what Thomas sees.
And he continues.
If you have a good job, I'd like to pay you.
And if a firm pays more than an ETF,
then it would be worth it.
By the way, the same applies to those of Vasili Papas,
the responsible firm that I also successfully saved.
That's what Thomas writes to us.
And Christian wrote to us.
And he can't win the new Beyond Meet meme euphoria.
However, because of other fundamental data
than the financial performance,
Beyond Meet contains many fat, salt and artificial aromas.
If you really want to eat plant-based food,
the Linsen Karottenhack is much better for you.
Of course, rich in fiber, full of real nutrients.
That's what Christian says.
And as you can see, there are tips for all living conditions.
And if you don't want to miss them,
then subscribe, talk to us and recommend us to your friends.
And we'll be back tomorrow at 5 p.m. where there are podcasts everywhere.
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