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標題: VLKAY、BMWYY、DMLRY德國三大汽車廠遭反壟斷調查 [打印本頁]

作者: mikeon88    時間: 2017-7-24 19:11     標題: VLKAY、BMWYY、DMLRY德國三大汽車廠遭反壟斷調查





Shares in the top three German carmakers dropped sharply on Monday after it was reported that EU antitrust officials had started investigating a possible breach of regulatory standards.
Volkswagen, BMW and Daimler all slumped towards the bottom of the autos sector shortly after Monday's opening bell. BMW fell more than 2 percent while Volkswagen and Daimler slid over 3 percent on the news.
EU antitrust officials confirmed Saturday they had started investigating allegations of a cartel among a group of German carmakers.
"The European Commission and the Bundeskartellamt (German cartel office) have received information on this matter, which is currently being assessed by the commission. It is premature at this stage to speculate further," the European Commission said in a statement.
German news magazine, Der Spiegel, reported Friday that Volkswagen, Audi, BMW, Porsche and Daimler may have been engaged in industrial collusion. The major German carmakers were accused of using industry committees to agree on costs, suppliers, technologies and even the prices of diesel emission treatment systems.
BMW rejected reports of emissions collusion while other carmakers have reportedly refused to comment on the claims.


'Cartel' elements in the German car industry worrying investors: Pro  2 Hours Ago | 02:47

The commission is the EU's top antitrust agency in the EU, ensuring fair business dealings in the European market. While it has the power to force firms to change the way they do business, antitrust officials can also fine companies as much as 10 percent of their global turnover.
Germany's auto industry has been hit with billion euro fines both in Europe and the U.S. in recent years for cartels related to lighting systems, bearings and engine coolers. In July 2016, the Commission fined MAN, Volvo/Renault, Daimler, Inveco and DAF a total of 2.93 billion euros for forming a cartel and colluding on truck prices.
The automotive industry accounts for about 20 percent of Germany's industry revenue and employs approximately 800,000 people.

作者: mikeon88    時間: 2017-7-24 19:18

歐盟認證德國汽車賣得太好,太有競爭力。
作者: stevenzo    時間: 2017-7-24 23:43

真慘~! 7月初才剛買DMLRY BMWYY而已,看來要住好一陣子的套房了



作者: boboro    時間: 2017-7-25 10:43

BMWYY 的 PER (P/E Ratio) 算出來怪怪的, 應該在 3 左右 ?
作者: Meiko    時間: 2017-7-26 10:11



感謝同學介紹好股
前兩天買AZO 492.01
昨晚收盤今天511
作者: mikeon88    時間: 2017-7-26 13:23

深深覺得對投資真正有用的,
不是看報紙雜誌電視FB,
而是看巴菲特班討論區。
作者: chunhsieh    時間: 2017-7-26 13:39

同感+1,謝謝MIKEON桑及宥聰桑帶我們走進投資這條正確的路,現在真的覺得投資不只是為未來生活打算,同時也開展了自己對世界的認識,要有國際觀,多看討論區就對了.
作者: Ren    時間: 2017-7-27 23:43

除了VLKAY,BMWYY
剛剛買了第三台車了DMLRY (第42棵樹)由衷感謝Joe/Michael 的帶領
作者: Guanguan    時間: 2017-10-4 05:44

哇!!!  看到前輩們推薦,對照盈再表,發現除了前2年的配息率較低之外,整體而言,
這檔真不錯耶!!!  目前價位也在合理範圍,不知前輩們看法如何呢?
作者: Joe    時間: 2017-11-2 13:19

福斯汽車昨天漲 4.05%
股價回神快到 40元

作者: kuenhsieh    時間: 2017-11-2 14:14

感謝mike 感恩joe
雖然買早了些 成本約28 ~ 29
但一路放到現在 終於慢慢開花結果了
作者: bkuo    時間: 2018-2-1 23:04

DMLRY4:1分割今天正式生效...
作者: Wayne    時間: 2018-2-2 10:13

呵~我昨天看APP以為發生什麼事居然-76.xx%原來是系統還沒轉換好。謝謝資訊。
作者: mikeon88    時間: 2018-2-26 12:14

吉利汽車(0175.HK)老闆買DMLRY近10%,今天吉利股價漲了8%
作者: Joe    時間: 2018-2-26 13:05


作者: Curry    時間: 2018-2-26 13:26

  1. 彭博報導提到,戴姆勒的一位發言人稱,這次收購股份是李書福個人的投資
  2. 路透援引熟悉李書福想法的人士消息稱,他的戰略目標是與戴姆勒組成行業聯盟
  3. 連結:90亿美元!吉利李书福持股9.69%,成戴姆勒最大股东 - 富途牛牛
  4. 若想跟戴姆勒組成行業聯盟,是否應用吉利汽車(0175.HK)的股票跟DMLRY換,或借錢投資DMLRY
  5. 應該是李書福想落跑到國外吧...

作者: Wayne    時間: 2018-5-25 14:09

川普考慮向進口車收25%關稅 恐掀新一波貿易戰

今天看到新聞,怪不得最近手中BMWYY跟DMLRY下跌

[ 本帖最後由 Wayne 於 2018-5-25 14:11 編輯 ]
作者: raymondkuo    時間: 2018-5-25 15:39

陸降汽車關稅 衝擊本土豪車

http://www.chinatimes.com/newspapers/20180523000309-260203

進口關稅從25%下降為15% ,大陸汽車經營應該是越來越難,
但搞不好是外國車商大好機會


川普國安條款汽車關稅 誰是最大輸家?

http://news.ltn.com.tw/news/business/breakingnews/2436939
一國漲一國降,覺得只是川普談判手法,跟中國貿易戰一樣,

作者: Raimu    時間: 2018-6-21 23:29

https://www.google.com.tw/amp/s/www.bloomberg.com/amp/news/articles/2018-06-20/daimler-slashes-profit-forecast-on-u-s-china-trade-fight-costs
Daimler Becomes First to Predict Profit Hit on Trade War
作者: allan.km.lin    時間: 2018-8-26 15:42

請問
有人知道VLKAY的價格怎麼到了15呢?
作者: woody    時間: 2018-8-26 16:00

最近已討論過,要去爬文喔
作者: Joe    時間: 2018-8-26 16:18

VLKAY已轉成VWAGY
http://mikeon88.freebbs.tw/viewthread.php?tid=48276&extra=page%3D2&page=1




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