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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Volkswagen is positioned for a potential recovery, driven by cost savings, strategic investments, and a refreshed China strategy amid a challenging macro environment. The company trades at a deep discount to book value, offering significant upside if market sentiment improves and catalysts like rate cuts or tariff deals materialize. Volkswagen's strong balance sheet, proactive management, and valuable assets support a high-risk, high-reward 'Buy' rating at current levels.