Trumpin tullit tulille. Eikös tuo Volvon tehdas jenkeissä auta tässä tilanteessa mitään? Vai meneekö tässä nyt ns lapsi taas kuuluisan pesuveden mukana…?
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Tullit koskee myös auton osia. Vaikka Volvo kasattaisiinkin jenkeissä, niin iso osa osista tulee muualta.
Lukemisen arvoinen twiittiketju. About kukaan ei ole turvassa. 
https://x.com/KobeissiLetter/status/1905233413931401522?t=Y18fmsZ69VirzPie2d-JvQ&s=19
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Vanhassa vara parempi. 74-vuotias Håkan Samuelsson saa kahden vuoden määräaikaisen pestin toimitusjohtajana. Jim Rowanille äkkilähtö.
Dagens Industri näyttää povaavan positiivista kurssireaktiota.
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Volvolta Q1
- Q1 revenue was SEK 82.9 bn (SEK 93.9 bn in Q1 2024)
- Q1 operating income (excl. JVs and associates) was SEK 1.9 bn (SEK 6.8 bn in Q1 2024)
- Q1 operating income was SEK 1.9 bn (SEK 4.7 bn in Q1 2024)
- Q1 EBIT margin (excl. JVs and associates) was 2.3 per cent (7.2 per cent in Q1 2024)
- Q1 EBIT margin was 2.3 per cent (5.0 per cent in Q1 2024)
- Q1 basic earnings per share was 0.40 SEK (1.12 SEK in Q1 2024)
- Q1 fully electric car sales share at 19 per cent (21 per cent in Q1 2024)
- Q1 electrified car sales share at 43 per cent (41 per cent in Q1 2024)
Kannattavuutta aiotaan puolustaa tehostamispaketilla:
To protect profitability and drive structural efficiencies on direct and indirect costs, as well as helping to offset external headwinds, the company has launched an accelerated cost and cash action plan totalling SEK 18 billion. The majority of the effects from this plan will be realised in 2026.
Ja tässä vielä AI-käännös ennusteista, jotka alitettiin (Finwiren uutinen):
Net Revenue
Volvo Car reported net revenue of SEK 82.95 billion, a decrease of -11.61% compared to SEK 93.88 billion in the previous year.
Compared to Pinpoint’s consensus of SEK 97.82 billion, the outcome was below expectations, with a deviation of -15.13%.
EBIT
EBIT amounted to SEK 1.94 billion, a decline of -58.81% from SEK 4.71 billion in the previous year.
Relative to Pinpoint’s consensus estimate of SEK 4.02 billion, the result was below expectations, with a deviation of -51.74%.
Margin
The result corresponds to an operating margin of 2.34%, compared to 5.01% in the previous year and the expected 4.11%.
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Volvon tulos, markkina ei näemmä tykännyt.
Volvo Car AB (publ): Volvo Cars reports Q1 2025 results, launches SEK 18 billion cost and cash action plan
Tänään klo 08.00 ∙ Cision
- Q1 revenue was SEK 82.9 bn (SEK 93.9 bn in Q1 2024)
- Q1 operating income (excl. JVs and associates) was SEK 1.9 bn (SEK 6.8 bn in Q1 2024)
- Q1 operating income was SEK 1.9 bn (SEK 4.7 bn in Q1 2024)
- Q1 EBIT margin (excl. JVs and associates) was 2.3 per cent (7.2 per cent in Q1 2024)
- Q1 EBIT margin was 2.3 per cent (5.0 per cent in Q1 2024)
- Q1 basic earnings per share was 0.40 SEK (1.12 SEK in Q1 2024)
- Q1 fully electric car sales share at 19 per cent (21 per cent in Q1 2024)
- Q1 electrified car sales share at 43 per cent (41 per cent in Q1 2024)
Volvo Cars today reports a group operating income (EBIT) of SEK 1.9 billion for the first quarter of 2025, following a drop in wholesales as part of a planned inventory reduction during Q4 last year, as well as adverse currency effects. The result also reflects the current turbulence in the world and a challenging external environment for the automotive industry.
Muutamia poimintoja:
Markkinan turbulenssi on vaikuttanut myyntiin negatiivisesti.
Amerikan markkinassa uusia strategisa järjestelyjä ja Mike Cottone “jättää” Volvo Carsin.
Täyssähköisyys edelleen tavoitteena ja uusia hybridimalleja pukkaa lähinnä Kiinan markkinoille.
Samaan aikaan tukkumyynnin laskusta huolimatta yhtiö paransi vapaata kassavirtaansa käyttöpääoman parannusten sekä Lynk & Co. -omistuksensa myynnin ansiosta.
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Volvo has massive layoffs, 3000 employees fired | Verkkouutiset
Volvo is laying off employees, mainly in Sweden
Will Volvo succeed in turning its direction back to top-level profitability and recurring positive cash flow? In this global situation, Geely is forcing them to seek synergy, and with Northvolt failing, Volvo intends to start cooperating with a Chinese battery manufacturer. On the positive side, Chinese cars have affordable and apparently good battery technology, but restrictions imposed by the USA and possibly also Europe will hit harder. In addition to this, the employees who got to keep their jobs were not satisfied with the 2% salary increases. Are more strikes on the horizon, especially after they just got the factory back up and running in the US after a week?
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Was there an announcement at some point about the selection of a partner for the battery factory?
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No decisions have been released yet, but in the interview, the CEO hinted towards China.
Håkan Samuelsson, CEO of Volvo Cars: “I am confident that we will continue to operate in the United States” 31 May 2025 - Ekot’s Saturday interview | Swedish Radio
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A quarter of the free-floating shares are tied up in shorts. A few up days might be coming 
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Average volume 8.76 M pcs, shorted shares >4.87% or 145 M pcs, days to cover = 16
It’s possible that there are still many shorts taken last year that are still in profit. Or maybe not..
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Volvo will start manufacturing two “new” models at its South Carolina plant. Production of the Volvo XC60 should begin by the end of next year, and production of a new generation hybrid model before 2030. The Volvo plant currently produces the Volvo EX90 and Polestar 3 models. Volvo sold just under 11,000 units and Polestar sold 1,650 units in the USA from January to August 2025. Polestar’s sales have recently been attempted to be boosted by a $10,000 price drop. The plant’s capacity is 150,000 cars per year, meaning there is available capacity.
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Daily trading volume today is 52M, meaning at this rate, shorts will be closed in a couple of days. Interesting days ahead 
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..except that hardly anyone has given up on the game. Shorts 4.82, so almost no net change. Has anyone followed the development of shorts for longer? According to Nordicshort, only a small part would be from previous years.
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So they’re taking a strong view that the 30 SEK level won’t hold and swallowed
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The language model speculated that it could also be structural, meaning Blackrock and other big players would protect a net long position, and therefore might not exit very quickly, even if the price remained stable or rose. If 4-5 SEK EPS is realized, then there are still opportunities for it to rise in the coming years. And then a short squeeze on top of that 
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From Nn’s ownership data, it can be concluded that shares are moving outside the Nordic countries at a rapid pace - not a bad thing.
Impressively, October’s level correction has held up during the recent days’ bumps.
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Short positions have already been closed this week, and the trend is still steadily rising. Chain reaction?
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Spotted in Nordnet’s news feed, the original Dagens Industri’s Stock of the Week news is behind a paywall.
Summary:
DI reports that Volvo Cars’ major investments are nearing completion and money will be returned to shareholders. Cash flow is expected to improve significantly in the coming years, and the market is starting to price this in. DI predicts Volvo Cars will pay a small dividend of 1 SEK for 2026 and 3 SEK for 2027. Once investments normalize, dividend capacity should be at least 3-4 kronor, or a 10-13 percent dividend yield. If the future outlook materializes, the stock should have significant upside potential, at least back to its 53 kronor IPO price.
So, there would be potential for improving sales and earnings again, as the last quarter showed. It remains to be seen how well it keeps up with Chinese manufacturers.
Regarding a potential dividend. Personally, it doesn’t sound good yet, I have the shares in an OST (Share Savings Account) and Swedish taxes cannot be credited 
. I had hoped that potential dividends would only start much later. Hopefully, dividend investors will get excited, and I can sell at a good price before the ex-dividend date.
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