1Yr·

Economy on 05.05.2023...

Into the WE with good numbers from Apple, right? ⤵️


Yes, the numbers from $AAPL (+1.48%)
Apple, did exceed expectations, but they were also quite low. Apple's revenue is down 3% year-over-year and will also end 2023 with a decline from 2022. But again I say, for me the tech industry comparisons to 2021/2021 are very limp. In some cases, it was not possible to deliver, raw materials were not available or had to pay significantly more for them, and suppliers had the same problems. What really started in 2022 and only became apparent later is continuing and is now more and more visible in the figures.


Apple sales in the second quarter: iPhone 51.33 billion, Mac 7.17 billion, iPad 6.67 billion, Services 20.91 billion, Products 73.93 billion, Greater China 17.81 billion.


Apple also launches a $90 billion share buyback program and raises dividend by 4.3%. Apple could afford to do much more, but in my opinion it is doing it right. Small steps and invest more in growth (which of course is becoming increasingly difficult). It remains exciting!


Further interesting were yesterday $SHOP (-5.15%)
Shopifywhich rose over 25%, $DDOG (+2.7%)
Datadog with +15% and there were also some disappointments like $PARA (+1.99%)
Paramount, $PTON (-3.68%)
Peloton, $BKNG (+0.01%)
Booking Holdings, $VNA (+1.36%)
Vonovia and so on. So not everything is shining at the moment. Vonovia continues to record heavy losses and is now selling 5 projects for just under € 560 million. Rising interest rates and declining sales, continue to create strong here, even if the demand for housing continues to be strong and rents are still rising slightly on average. I will use the Kriese to expand my position still something. I have now also added to Paypal again at the level. Technically, I like the chart currently very much and next week, we know more about the fundamental side! What do you currently have so on the screen, or which dip have you bought or plan to buy it?


What is today (figures from MüRück interest me very much) to the weekend still so:


Stock market holiday in Denmark, Japan and South Korea


Economic data


08:00

  • DE: Incoming orders March seasonally adjusted PROGNOSIS: -2.0% yoy previous: +4.8% yoy
  • DE: Sales in the service sector February

08:30

  • CH: Consumer Prices April PROGNOSIS: +0.2% yoy/+2.8% yoy previous: +0.2% yoy/+2.9% yoy

08:45

  • FR: Industrial Production PROGNOSE: -0.5% yoy previous: +1.2% yoy

10:00

  • EU: ECB, Publication of the Results of the Business Survey
  • EU: ECB, publication of the results of the Survey of Professional Forcasters

11:00

  • EU: Retail Sales March Eurozone PROGNOSIS: 0.0% yoy previous: -0.8% yoy

14:30

  • US: Labor market data April employment ex agriculture PROGNOSE: +180,000 yoy previous: +236,000 yoy Unemployment rate PROGNOSE: 3.6% previous: 3.5% Average hourly earnings PROGNOSE: +0.3% yoy/+4.2% yoy previous: +0.3% yoy/+4.2% yoy

21:00

  • US: Consumer Credit March

Without time data

  • EU: Rating review for Sweden (S&P);

EFSF (Fitch); ESM (Fitch); Norway (Moody's);

Romania (Moody's); Switzerland (Fitch);


ex-dividend of individual stocks

Allianz 11.40 EUR

Alstria Office 0.06 EUR

Deutsche Post 1.85 EUR

RWE 0.90 EUR

Softing 0.10 EUR

Talanx 2.00 EUR


Quarterly figures / Company dates USA / Asia

12:30 Cigna Quarterly Figures


Quarterly Figures / Company Dates Europe

07:00 Krones | Clariant Quarterly Figures

07:15 Air France-KLM Quarterly Figures

07:30 Adidas | Gea Group | SGL Carbon Quarterly Figures

08:00 International Consolidated Airlines Quarterly Figures

09:00 Audi AG Quarterly Figures

10:00 Munich Re | Drägerwerk | Knorr-Bremse

10:00 Siltronic AGM

10:00 Vantage Towers AG, ao AGM with vote on control and profit transfer agreement with major shareholder Oak Holdings (joint venture of Vodafone, GIP and KKR)

13:00 Intesa Sanpaolo quarterly figures


#quartalszahlen
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#community
#communityfeedback
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#zinsschritt
#apple
#vonovia
#bookingholdings
#munichre
#shopify
#datedog

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3 Comments

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The only thing I find really weak is the dividend increase at Apple. 4% is really puny with 7% inflation.
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