Volkswagen

IG Metall and works councils have approved their candidate list for Volkswagen's 2027 supervisory board election. Daniela Cavallo leads the list; newly proposed candidates are Ibrahim Aslan (Porsche), Manfred Wulff (VW Emden) and Thorsten Gröger (IG Metall Niedersachsen/Sachsen-Anhalt), who are intended to replace several current employee representatives. Scarpino and Harald Buck are expected to retire, and Gröger is to enter the body in the regular 2027 vote. The nominations come against the backdrop of planned cost cuts, site debates and tensions between the board and the workforce. » Altro su manager-magazin.de

Volkswagen is considering selling Ducati as part of a portfolio reshuffle, Audi chief Gernot Döllner said. Ducati belongs to the Audi Group and is being discussed in the evaluation process; no decision has been made yet. Bloomberg analyses value the brand at around €1.25 billion; Ducati most recently posted revenue of €925 million and an operating profit of €52 million. The move is part of a restructuring plan under which Volkswagen aims to reduce its holdings portfolio by about one third. » Altro su faz.net

Goldman Sachs upgraded VW’s preferred share to buy after the cost‑cutting program “Zukunftsplan 2030” with 50,000 job cuts worldwide, and the stock rose as a result. The ProPicks AI added VOW3 to its Alpha‑Germany‑Select portfolio in early September and has held the stock since, with a gain of about 8.5%. Valuation metrics point to deep value (P/E ~6.8, P/B ~0.2) and a median analyst price target of roughly €104.50. Headwinds remain the planned removal from the EURO STOXX 50 on 21 September—with potential forced selling by ETFs—and the uncertain future of several plants, for which concepts are required by the end of June 2027. » Altro su de.investing.com