Good evening everyone 🫡,
I wanted to ask which stock are you guys targeting for a post-buy right now? 🤔
Or have you already bought somewhere?
Feel free to post it in the comments. 🙏🏾
I have bought 3M and added 2 more shares to my portfolio. 🙏🏾
A week with many events...
Why is Bitcoin falling? What is the ECB doing? Lots of numbers and Paypal completely shocked me! ⤵️
The week was very eventful. Bitcoin fell sharply last week, Paypal wanted to shock the world with news on 25 January, the ECB decided on interest rates again and there were a number of quarterly figures this week. Let's take a closer look.
Why has Bitcoin fallen so much?
3 words explain it: Grayscale, FTX , Miner!
Miners are said to have sold around 10,000 $BTC
BTC were sold. We are currently on the verge of a halving again. This means that the miners will soon only have half the income left. So they have used the increase to build up capital. They are investing in new hardware in order to be able to mine more. Electricity costs rise as a result and so on. They have to take profits from time to time to stay liquid.
Grayscale has converted the trust fund (GBTC) into an ETF and sold over 600,000 BTC. Grayscale's fee policy is not the best and led to further selling. Grayscale sold USD 640 million worth of bitcoins every day. This was felt by the market.
FTX sold 900 million US dollars to GBTC, generating a profit of around 300 million US dollars. However, another positive aspect is that all the new ETFs have already collected around 103,000 BTC and will continue to do so. The market will therefore continue to grow and profits will be taken from time to time!
Is the ECB now lowering interest rates?
No, they are not yet, but they are not currently rising any further. So now the ECB has also found the stop button. However, there are already rumors of interest rate cuts this year. But they don't want to commit to a calendar day, they want to reassess each time. It will be interesting to see what the market prices in for the next round. The FED will be back next week. However, it is not expected to cut interest rates for the time being, but also not to raise them!
Did Paypal shock you with the news?
On 17.01 the CEO of $PYPL Paypal said that they wanted to shock the world on 25.01. That was yesterday and here's what came out of it. Apart from the fact that the exchange rate has fallen by more than 5% in an instant, they said that they are building in a new AI function that will allow you to get a kind of cashback with the Paypal app. So they are trying to jump on the AI bandwagon. But somehow, cashback via app is no longer a big innovation and the world perhaps expected something different. Of course, there was also very little information about what this will look like.
Some important quarterly figures from this week:
$V
Visa first quarter earnings per share of $2.41 beat analyst estimates of $2.34. Revenue of $8.6 billion beat expectations of $8.55 billion.
$TSLA
Tesla fourth quarter EPS of $0.71 misses analyst estimates of $0.73. Revenue of $25.17 billion below expectations of $25.61 billion. Tesla expects volume growth rate in 2024 to be significantly lower than last year.
$INTC
Intel fourth-quarter earnings per share of $0.54, beating analysts' estimates of $0.45. Revenue of $15.4bn, above expectations of $15.16bn.
of $15.16 bn. Intel sees first quarter revenue of only $12.2-13.2 bn (consensus $14.25 bn) and EPS of $0.13 (consensus $0.34).
$LMT
Lockheed Martin Corp. fourth quarter EPS of $7.90 beats analyst estimates of $7.28. Revenue of $18.87 billion beats expectations of $17.95 billion.
$PG
The Procter & Gamble Co. second-quarter earnings per share of $1.84 beat analysts' estimates of $1.70. Sales of $21.4 billion below expectations of $21.47 billion. Outlook for financial year 2024 confirmed.
$MMM
3M Co. fourth-quarter earnings per share of $2.42 beat analysts' estimates of $2.31. Sales of $7.69 billion in line with expectations.
General Electric Co. fourth-quarter earnings per share of $1.03 beat analysts' estimates of
analysts' estimates of $0.89. Sales of $19.4 billion
billion above expectations of $17.16 billion.
$JNJ
Johnson & Johnson fourth quarter earnings per share of $2.29, beating analyst estimates of $2.28.
analysts' estimates of $2.28. Sales of $21.4 billion
billion above expectations of $21 billion.
$NFLX
Netflix fourth-quarter EPS of $2.11 misses analysts' estimates of $2.21. Revenue of $8.83bn beats expectations of $8.72bn. Global subscription growth in Q4 +13.12m. Netflix sees first-quarter EPS of $4.49 (consensus 4.1) and revenue of $9.24bn (consensus 9.27bn).
$TXN
Texas Instruments beat analysts' estimates of $1.49 earnings per share in the fourth quarter.
analysts' estimates of $1.47. Sales of $4.08 billion
billion below expectations of $4.12 billion.
Intuitive Surgical fourth quarter earnings per share of $1.60, beating analyst estimates of $1.48.
analysts' estimates of $1.48. Sales of $1.93 billion
billion above expectations of $1.89 billion.
$ABT
Abbott Laboratories fourth-quarter earnings per share of $1.19 meet analysts' estimates.
Sales of $10.24 billion above expectations of
$10.17 billion
$T
AT & T Inc. fourth quarter earnings per share of $0.54 misses analysts' estimates of $0.56. Sales of $32 bn above expectations of $31.46 bn.
expectations of $31.46 billion.
$TMUS
T-Mobile US misses analysts' estimates of $1.91 in the fourth quarter with earnings per share of $1.67. Revenue of $20.48 billion beats expectations of $19.67 billion.
expectations of $19.67 billion.
#intel
#tesla
#netflix
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#miner
#greyscale
#ftx
#paypal
#visa
#atandt
#johnsonandjohnson
#johnsonjohnson
#abbott
#intuitivesurgical
#3m
#texasinstruments
#generalelctrics
#proctergamble
#procterandgamble
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
Economy on 05.06.2023...
Today Apple developer conference, maybe there will be announced a surprise. There are rumors ⤵️
Last week has probably pleased every shareholder once again and the depots were once again pumped up something. Whether this was just hot air or also supports the market in the long term, we will see in the next few days.
$MMM
3M has turned at a very nice support zone, The $P911
Porsche SE has arrived at a nice buyable zone.
Big-Tech is pulling ahead and leaving everything behind. This of course pleases in my depot $ZS
Zscaler, which was on the flop list in April and now leads May. $CRM
Salesforce continues to lead 2023 for me but there was a change in 2nd and 3rd place. $AMZN
Amazon has now overtaken $AAPL
Apple on place 2 in my performance 2023 replaced. Amazon now also with the ambition to enter the mobile market. That gave then also immediately some at pressure with $TMUS
T-Mobile US and also AT&T (in which I am also invested). So that could still be exciting. If this becomes a bit more concrete, I could also imagine $T
selling AT&T now at a high loss and then raising Amazon a little bit. but I'll take a look at it.
There are rumors on the net that today in the Apple WWDC an announcement about the AR glasses should fall. This could of course be very exciting. Especially because that could fit the current happening in the market. But maybe they are just rumors.
What will we expect today so:
Economic data
08:00
08:30
09:45
09:50
09:55
10:00
10:30
11:00
15:45
16:00
Quarterly figures / corporate dates USA / Asia
17:00 UnitedHealth AGM
19:00 Apple: Start of developer conference with keynote address
Quarterly figures / Company dates Europe
11:00 SFC Energy AGM
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#dividenden
#salesforce
#schulden
#usa
#rezession
#ki
#künstlicheinteligenz
#ai
#apple
#zscaler
#3m
#proschese
Economy on 25.04.2023...
No interest rate cut in May after all???⤵️
The ECB has already pronounced it yesterday and the market currently seems to price it in. The ECB sees inflation not yet at its peak and continues to assume the next interest rate step of 50 basis points. What will the Fed do here? One has actually also expected that the companies report bad figures. but so far it has been mostly good. Of course, many of the major companies are only this week and next week. But one counts meanwhile probably rather with a soft recession than with a hard one. And if it is so soft, why do you need interest rate cuts? Of course, it's great that companies are reporting good figures, and that's more important to me in the long term than lowering interest rates again. Then it should just go down again.
In the crypto market, you can see that just very nice. In addition, of course, there is still that just a Memecoin after the other, the world sees. Can only hope that you are careful. There is so much fraud among them. Many will lose in this way, a lot of money. That's why just with Bitcoin and Co, a lot of money is withdrawn and redeployed. But many have even after the increase this year, the profits times taken, because one now expects again with much lower numbers. For me, everything remains in place and the weekly savings plan continues.
Numbers Numbers Numbers... it will go around the next few days. This comes today:
Stock market holiday Australia
Economic data (abbreviated version)
07:30
08:00
16:00
22:30
ex-dividend individual stocks
Airbus SE 1.80 EUR
Henkel AG St. 1.83 EUR
Henkel AG Short 1.85 EUR
LVMH 7.00 EUR
Vinci 3.00 EUR
Vivendi 0.25 EUR
Quarterly figures / Company dates USA / Asia
12:00 Pepsico | Spotify | UPS quarterly figures
12:20 General Electric quarterly figures
12:30 3M Quarterly figures
12:55 Raytheon quarterly figures
13:00 McDonald's | Verizon quarterly figures
14:00 Dow Inc | GE Healthcare Technologies
14:30 General Motors Quarterly Figures
15:00 Citigroup AGM
16:00 Wells Fargo | Bank of America | IBM AGM
22:01 Microsoft | Alphabet | Texas Instruments
22:05 Visa Quarterly figures
Quarterly Figures / Corporate Dates Europe
06:45 UBS | Kühne & Nagel | Banco Santander
07:00 ABB | Novartis | Amadeus Fire | Hamborner Reit
07:00 Hyundai Motor | Adler Group | Akzo Nobel
07:15 Nestle Sales 1Q
07:30 Atoss Software Quarterly Figures
08:00 Villeroy & Boch | AB Foods Quarterly Figures
17:45 Kering | Carrefour Quarterly Figures
17:45 Vinci Sales 1Q
19:00 Telekom Austria quarterly figures
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#urlaub
#microsoft
#visa
#alphabet
#google
#wellsfargo
#3m
#pepsico
#mcdonalds
#nestle
#kering
#spotify
Quarterly figures on 24.01.2023...
Microsoft and Co, show what's going on in 2022 war⤵️
At the end of the day, we cut as always the most important figures of the day times in this post briefly.
$MSFT
Microsoft:
Missed analyst estimates of $2.30 in the second quarter with earnings per share of $2.20. Revenue of $52.7 billion below expectations of $53.12 billion.
$TXN
Texas Instruments:
Beat analyst estimates of $2.00 in the fourth quarter with earnings per share of $2.02. Revenue of $4.67 billion exceeded expectations of $4.65 billion.
$MMM
3M Co:
Missed analyst estimates of $2.37 in the fourth quarter with earnings per share of $2.28. Revenue of $8.1 billion beat expectations of $8.06 billion.
$JNJ
Johnson & Johnson:
Surpassed analyst estimates of $2.24 in the fourth quarter with earnings per share of $2.35. Revenue of $23.7 billion below expectations of $23.9 billion.
$LMT
Lockheed Martin Corp:
fourth-quarter earnings per share of $7.79 beat analyst estimates of $7.41. Revenue of $19 billion exceeded expectations of $18.26 billion.
$VZ
Verizon Communications Inc:
Hits analyst estimates in the fourth quarter with earnings per share of $1.19. Revenue of $35.3 billion beat expectations of $35.11 billion.
$GEC
General Electric Co:
fourth-quarter earnings per share of $1.24 beat analyst estimates of $1.15. Revenue of $21.8 billion exceeded expectations of $21.2 billion.
#wirtschaft
#community
#communityfeedback
#beitrag
#politik
#news
#newsroom
#nachrichten
#gutinformiert
#boerse
#börse
#aktien
#finanzen
#täglich
#investieren
#geld
#quartalszahlen
#aktienmarkt
#investment
#deutschtland
#microsoft
#generalelectric
#johnsonandjohnson
#johnsonjohnson
#3m
#lockheedmartin
#texasinstruments
Economy on 24.01.2023...
Today it will then be exciting with the Zahlen⤵️
The quarterly season now really picks up speed starting today. Today the big heavyweights come and let us look into the end of 2022. This should of course be interesting for most. Will also tonight at 22 clock, again bring an extra Beitrab, where I will summarize all the interesting figures of the day. If you have a special request, please name it here in the comments. The picture with the companies, you can see in the post from yesterday morning:
https://app.getquin.com/activity/tKRTKTbcrB?lang=de&utm_source=sharing
But first let's look at the whole day:
Stock market holiday Hong Kong, China, South Korea, Singapore
Economic data
08:00
08:45
09:15
09:30
10:00
10:30
11:30
14:00
15:45
17:25
22:30
Quarterly figures / corporate dates USA / Asia
07:00 Hyundai quarterly figures
12:20 General Electric | Johnson & Johnson
12:30 3M quarterly figures
12:55 Raytheon Technologies quarterly figures
13:00 Travelers Cos Quarterly Figures
13:30 Verizon | Lockheed Martin Quarterly Figures
22:01 Microsoft | Texas Instruments quarterly figures
Quarterly figures / Company dates Europe
07:00 Logitech Quarterly Figures
08:00 AB Foods Trading Update 1Q
#wirtschaft
#community
#communityfeedback
#beitrag
#politik
#news
#newsroom
#nachrichten
#gutinformiert
#boerse
#börse
#aktien
#finanzen
#täglich
#investieren
#geld
#quartalszahlen
#aktienmarkt
#investment
#deutschtland
#microsoft
#generalelectric
#johnsonandjohnson
#johnsonjohnson
#3m
#lockheedmartin
#texasinstruments
Economy on 23.02.2024...
What a week on the stock markets. All markets with new highs!⤵️
This stock market week was once again characterized by so many events. I think the biggest and what most people were expecting were the figures from $NVDA
Nvidia. You keep saying to yourself that this must come to an end at some point, but Nvidia continues to meet all expectations and in some cases even exceed them. Some analysts have also raised their forecasts to over 1000$. Many, however, only towards 800$. Nevertheless, there is still a lot of meat there and if Nvidia continues to deliver, it will remain exciting.
We have also seen the other example. $SMCI
Super Micro Computer was simply overbought beyond measure. Even the way so many people jumped in before the market closed on Friday at a striking $1,000 mark. The fact that such a mark is sometimes used for profit-taking is nothing new. But it is generally very difficult to look at these things rationally.
Markets in #japan , have also risen sharply this week. Have you ever looked at this market and made any investments in this area?
Dividends have also been a strong theme this week:
$ALV
Allianz: the new dividend policy already applies to the 2023 financial year, so the Board of Management is proposing an increase in the dividend from 11.40 to 13.80 euros per share for 2023. Will be raised from an otherwise 50% payout ratio to 60%.
The pharmaceutical and agrochemical group $BAYN
Bayer is adjusting its dividend policy and drastically reducing its profit distribution. A dividend of only EUR 0.11 is to be paid for 2023, compared to EUR 2.40 in the previous year.
Let's take a look at today's trading day.
Stock market holiday in Japan and Russia
Economic data
08:00
10:00
10:20
14:00
15:00
Without time indication:
ex-dividend of individual stocks
Deutsche Beteiligungs AG EUR 1.00
NORTHROP GRUMMAN CORP 1.7276 EUR
SNAP-ON INC EUR 1.7184
CDW CORPORATION EUR 0.5728
Quarterly figures / Company dates Europe
07:00 Allianz | BASF | Deutsche Telekom | Vitesco
07:30 Hensoldt preliminary annual results
09:30 BASF analyst conference
10:00 Infineon AGM | Deutsche Telekom BI-PK
11:00 Allianz PK
12:00 BASF BI-PK
#intel
#tesla
#netflix
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#miner
#greyscale
#ftx
#paypal
#visa
#atandt
#johnsonandjohnson
#johnsonjohnson
#abbott
#intuitivesurgical
#3m
#texasinstruments
#generalelctrics
#proctergamble
#procterandgamble
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen