Quarterly figures 20.10.2022...

Today there were some interesting numbers ⤵️

Adidas, AT&T, Varta and many more...

Earlier today I posted in this post here:

https://app.getquin.com/activity/IlHgBVNIoW?lang=de&utm_source=sharing

announced some numbers for today. Now they are here and in this post I summarize them all briefly:

$ADS
Adidas:

With preliminary figures for the third quarter:

Sales up eleven percent to 6.408 billion euros, gross margin down from 50.1 to 49.1 percent, operating margin down from 11.7 to 8.8 percent.

Profit from continuing operations in the third quarter 179 million euros (previous year 479 million). Several non-recurring charges of just under 300 million. Inventory build at the end of the

63 percent at the end of the third quarter. Adidas expects double-digit adjusted sales growth in the fourth quarter and 2022 earnings of 500 million euros (previous year 1.3 billion) and a gross margin of 47.5 percent, up from 49 percent previously.

$VAR1
Varta:

With preliminary figures for the third quarter: sales -14% to 194 million euros, adjusted Ebitda -2.5 million (previous year 70.2 million).

$DOV
Dover:

Beat analyst estimates of $2.20 with third-quarter EPS of $2.26. Sales of $2.16 billion below expectations of $2.17 billion.

$DHR
Danaher:

Beats third-quarter analyst estimates of $2.26 with earnings per share of $2.56. Sales of $7.66 billion beat expectations of $7.14 billion.

$T
AT&T:

Third-quarter earnings per share of $0.68 beat analyst estimates of $0.61. Revenue of $30 billion exceeded expectations of $29.87 billion.

$UNP
Union Pacific Corp:

Third-quarter earnings per share of $3.19 beat analyst estimates of $3.08. Revenue of $6.57 billion exceeded expectations of $6.44 billion.

$AAL
American Airlines Group Inc:

Third-quarter earnings per share of $0.69 beat analyst estimates of $0.47. Revenue of $13.5 billion exceeded expectations of $13.31 billion.

$GFT
GFT:

Raises guidance for fiscal 2022 significantly and now expects EBT of €66m (previously: €60m, prior year €40m) and adjusted EBITDA of €87m (previously: €81m, prior year €65m). The company continues to expect sales of €730 million (previous year €566 million).

$PM
Philip Morris Internat. Inc:

Surpassed analysts' estimates of $1.37 in third-quarter earnings per share of $1.53. Revenue of $8.03 billion exceeded expectations of $7.43 billion.

$ABB
ABB Ltd:

Missed analyst estimates of $0.38 in the third quarter with earnings per share of $0.19. Revenue of $7.41

How does what look to you guys? Which ones did I not mention where you are invested or in which ones are you invested? I am surprised that AT&T can also be different. It is also still in my portfolio!

#quartalszahlen
#aktien
#adidas
#atandt
#varta
#stockanalysis
#stocks
#newsroom
#aktiennews
#news
#lernen
#prognose
#investieren
#community
#communityfeedback

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 17.04.2023...

New quarterly season starts. Earning Recession?⤵️

Now it starts again with the quarterly figures. Last week, as usual, the first banks made the beginning and now comes the flood of companies behind. In the first week there are already exciting and big battleships. Among others: Netflix, AT&T, Johnson & Johnson, P&G, Tesla, IBM and many, many more!

The question will be whether they started the first quarter in 2023 better than the close in 2022. Will we now get the 2nd quarter (or partly already more) with the declining numbers (earning recession) or does it look better again? I am very curious and position myself accordingly. Let's see above all what the market makes of it and how much is already priced in. One reckons in the meantime that in May the last interest rate hike of 25 basis points could take place and it could then be slowed down again or even run in the opposite direction. Of course, many companies that have suffered as a result of rising interest rates could then benefit from this. If you look at the last few weeks, but there is already very much eingepreist and you should be careful that you do not reach too late and then it all comes differently. It remains exciting...

Let's look at the first trading day of the week:

(Political prominence today at the Hanover Fair)

Economic data

08:00

• DE: BDI President Russwurm at Hanover Fair
• DE: Average prices for electricity and natural gas 2. Hj 2022

08:30

• DE: VDMA President Heusgen, Pk at Hannover Messe

09:00

• DE: ZVEI President Kegel , Pk at Hannover Messe

10:50

• DE: German Chancellor Scholz, Indonesian President Widodo, statement after opening tour at Hannover Messe

11:00

• DE: Association of German Banks, PK on occasion of board meeting

14:30

• US: Empire State Manufacturing Index April

15:30

• DE: ECB Governing Council member Nagel, Monetary Policy Dialogue with Finance Committee of the Bundestag

16:00

• US: NAHB Index April

17:00

• US: ECB President Lagarde, speech at the Council for Foreign Relations

18:00

• US: Fed Richmond President Barkin (2023 non-voting FOMC member), speech at Richmond Association for Business Economics

Without time

• DE: German Chancellor Scholz, Indonesian President Widodo, opening of the German-Indonesian Business Summit, Hanover
• EU: European Parliament, session including vote on Fit for 55 with the items emissions trading (EU ETS), CO2 border adjustment (CBAM and climate social fund
• JP: Continuation of G7 Foreign Ministers Meeting (until 18.4), Karuizawa

Quarterly figures / corporate dates USA / Asia

No time stated: State Street quarterly figures

Quarterly figures / Company dates Europe

07:00 Fraport Traffic Figures March

07:00 Sulzer Q1 Order Intake

07:30 Faurecia Q1 sales

17:15 Siemens AG, PK at Hanover Fair

#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
#kerninflation
#netflix
#atandt
#johnsonandjohnson
#tesla
#ibm
#hannovermesse

Economy on 20.04.2023...

Birthday of...er I mean numbers of Tesla⤵️

As an Ossi one may still bring such a flat joke :) ...

We go with big steps to as weekend. Next week I have vacation again and will perhaps post in a slightly different form. Maybe not in the morning but in the evening. Let's see. My 40th birthday is coming up and a day later then the 4th wedding anniversary.

$TSLA
Tesla lets yesterday once again look into the numbers, but conceals the gross margin. But if you look at the sales and the cost of sales, you get just under 21 percent. Otherwise, Tesla was below analysts' expectations. Among other things, it is due to the "low sales price and increased production costs". That's how the price played out, with a very mixed market yesterday after all. $IBM
IBM is above expectations thanks to further high demand and continues to benefit from the high demand.

Today, there are also a lot of numbers again. For me very interesting: $AXP
AMEX (good indicator for my Visa investment, where the numbers are also coming very soon), $T
AT&T , $ADBE
Adobe, $SRT
Sartorius and
$TSM
Taiwan Semiconductor. But where I would also like to take a closer look are the figures from $BSX
Blackstone. They are on my WL and therefore I will look here very closely. What will be going on today:

Economic data

08:00

• DE: Producer prices March PROGNOSIS: -0.4% yoy/+10.1% yoy previous: -0.3% yoy/+15.8% yoy
  
• DE: Order backlog and order coverage manufacturing industry February
• DE: Leading indicator foreign trade to exports to non-EU countries March

08:45

• FR: Business Climate Index April PROGNOSIS: 103 previously: 104
  

11:00

• EU: GDP (3rd release) 4Q Eurozone

13:30

• DE: ECB, Minutes of the Council meeting of March 15/16

14:30

• US: Initial jobless claims (week) PROGNOSIS: 244,000 previously: 239,000
• US: Philadelphia Fed Index April PROGNOSIS: -20.0 previously: -23.2

16:00

• EU: Eurozone Consumer Confidence Index (flash estimate) April PROGNOSIS: -18.5 previously: -19.2
  
• US: Index of Leading Indicators March PROGNOSIS: -0.7% yoy previous: -0.3% yoy
• US: Existing home sales March PROGNOSIS: - 2.2% yoy previous: +14.5% yoy

Quarterly figures / Company dates USA / Asia

00:30 Rio Tinto plc Operation Report 1Q

07:30 Taiwan Semiconductor Quarterly Results

12:30 AT&T Quarterly Figures

13:00 American Express

13:00 Philip Morris Quarterly Figures

18:00 Adobe AGM

Without time information: KeyCorp | Blackstone quarterly figures

Quarterly figures / Company dates Europe

07:00 Sartorius

07:00 Nokia

07:00 Essilor-Luxottica

07:00 Zur Rose Group Trading Update 1Q

07:00 Renault Sales 1Q

07:20 Volvo AB Quarterly figures

08:00 Hawesko annual results

09:00 Nagarro Capital Market Day

10:00 Bilfinger | Schaeffler AGM

14:00 Nestle AGM

No time stated: GK Software SE, end of tender period in the course of the takeover bid of the Japanese Fujitsu Group

#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
#kerninflation
#tesla
#ibm
#atandt
#sartorius
#amex

Economy on 21.04.2023...

Off to the weekend. Next week Urlaub⤵️

Many are currently rather happy when it now goes back to the weekend and you can breathe again. Now it went a few days so well that one has already again fallen into euphoria and since Wednesday it runs now again very strongly in the other direction. A few posts ago, I spoke of a so-called earning recession. Several consecutive quarters of declining numbers. Some of the companies and unfortunately, a couple that I'm invested in, such as. $T
AT&T, are delivering exactly those numbers. For this, the stock was then sent into the red yesterday with over 10%. It could go even further today. Also the numbers of $AXP
AMEX

were not so exhilarating. What of course then in the next week also $V
Visa and $MA
Mastercard can hit.

Today is, among other things, also a "small expiration day". Small means that this is only for stocks and index options. The big one offers much more, but it is not today. If you want some more information about the expiration days, please write it in the comments.

As already mentioned, I'm going on vacation again next week. Yes that happens this year a little more often, because I have dragged by the house construction, simply very much vacation from the last 2 years and also by Corona not particularly much made. We were then mostly only in the weekend house on Rügen. Who has desire times there to make vacation where I am again and again ... www.urlaub-struck.de , these FeWos are also on the family property there. ours is currently still rebuilt. We own the main house there. Well but there I will not be next week. I will work a lot in the garden to get to my birthday party (will be next week 40 and a day later is the 4th wedding anniversary) still some ready. As always, I actually did not want to celebrate, I let myself be persuaded and now I almost have to grow for it! Well, it will be an exciting week.

But now first off into the weekend, enjoy the time and do not make so dolle. It will be fantastic weather. On We look I always times in the direction of Kryptosbut even here is currently so little volume that the "Whale sale" has already shaken the market. In addition, the new meme coins and the uncertainty of the markets. One can only hope that one now holds around the $28,000 (Is also called the death zone) or it just goes significantly lower again. I have on $BTC
BTC and $ETH
ETH Actually, I do not care whether it goes lower in the medium and short term. Currently, the market is just completely re-regulated. The last hearings were exciting - stupid. that will be the next 2 years certainly every now and then a topic and shake the market again and again.

What else is on the agenda today?

Eurex, small expiration day for equity and index options

Economic data

09:00

• DE: Bundestag, plenary session, e.g. on digitization of the energy transition

09:15

• FR: Purchasing Managers' Index/PMI non-manufacturing industry (1st publication) April PROGNOSIS: 53.9 previous: 53.9
• FR: Purchasing Managers' Index/PMI manufacturing industry (1st release) April PROGNOSIS: 48.0 previously: 47.3

09:30

• DE: Purchasing Managers' Index/PMI non-manufacturing industry (1st release) April PROGNOSIS: 53.5 previously: 53.7 Purchasing managers' index, total (1st release) PROGNOSIS: 52.6 previously: 52.6
• DE: Purchasing managers' index/PMI manufacturing industry (1st release) April PROGNOSIS: 45.6 previously: 44.7
  

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (1st release) April PROGNOSIS: 54.6 previously: 55.0
  
• EU: Purchasing managers' index/PMI manufacturing eurozone (1st release) April PROGNOSIS: 48.0 previously: 47.3 Purchasing managers' index, total (1st release) PROGNOSIS: 54.0 previously: 54.1

10:30

• UK: Purchasing Managers' Index/PMI Non-Manufacturing (1st release) April PROGNOSIS: 52.6 previously: 52.9
• UK: Purchasing managers' index/PMI manufacturing (1st release) April PROGNOSE: 48.3 previously: 47.9

11:00

• EU: Public finances (1st release) 2022 | Government debt 4Q | Government deficit 4Q

15:45

• US: Purchasing Managers' Index/PMI Service (1st release) April PROGNOSIS: 51.5 previously: 52.6
  
• US: Purchasing Managers' Index/PMI Manufacturing (1st release) April PROGNOSIS: 49.0 previously: 49.2

No time stated

• EU: Rating review for:

Baden-Württemberg (S&P); Germany (Fitch); Turkey (S&P);

Cyprus (Moody's); Albania (Moody's); Serbia (S&P);

Slovenia (Moody's);

ex-dividend of individual stocks

Schaeffler AG EUR 0.45

Bilfinger SE 1.30 EUR

Quarterly figures / Company dates USA / Asia

00:30 BHP Group Ltd Production Report 9 Months

12:55 Procter & Gamble quarterly figures

13:00 Schlumberger Quarterly Figures

Quarterly figures / Company dates Europe

06:30 Holcim Trading Update 1Q

07:00 SAP quarterly figures (2 p.m. analyst conference)

08:00 Va-Q-Tec detailed annual results

11:00 Volkswagen Group deliveries March and 1Q

13:00 Villeroy & Boch 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
#kerninflation
#atandt
#amex
#procterandgamble
#urlaub

Economy on 22.02.2023...

Realty Income, Walmart and what is AT&T doing there? ⤵️

There was a lot in the market yesterday. But what exactly? At 10 o'clock yesterday there was the speech to the nation by Vladimir Putin. I will not comment further, this is the wrong place. The stock market has once briefly twitched, but was able to catch again quite quickly after the speech. But the geo-political situation, makes just many concern.

There were very many consumer figures yesterday and also quarterly figures. Here again a brief review of the most important:

$O
Realty Income:

Beat analyst estimates of $0.32 in the fourth quarter with earnings per share of $1.00. Revenue of $888.7 million beat expectations of $843.31 million.

$COIN
Coinbase Global:

Beat analyst estimates of -$2.51 in the fourth quarter with earnings per share of -$2.46. Revenue of $629.1 million exceeded expectations of $588.17 million.

$HD
The Home Depot Inc:

Beat analyst estimates of $3.28 in fourth-quarter earnings per share of $3.30. Revenue of $35.8 billion below expectations of $35.96 billion.

$WMT
Walmart Inc:

Beat analyst estimates of $1.52 with fourth-quarter earnings per share of $1.71. Revenue of $164 billion beat expectations of $159.77 billion. In its fiscal 2023/2024 outlook, the company expects earnings per share of $5.90 to $6.05 (analyst forecast: $6.51).

$CZR
Caesars Entertainment:

Missed analyst estimates of $0.19 in fourth-quarter earnings per share of -$0.70. Revenue of $2.8 billion in line with expectations.

$FRE
Fresenius:

Expects low to mid-single-digit organic growth in Group sales for fiscal 2023. Currency-adjusted Group EBIT before special items is expected to remain roughly stable or decline by up to a high single-digit percentage due to the challenging business environment at Fresenius Medical Care. In 2022, FMC achieved sales of 19.4 billion euros (previous year: 17.6 billion) and a profit of 673 million (previous year: 969 million). In the fourth quarter, these figures were 4.99 billion and 139 million, respectively.

$PANW
Palo Alto Networks:

Beats analyst estimates of $0.78 in second quarter with earnings per share of $1.05. Revenues of $1.7 billion beat expectations of $1.65 billion.

What else happened. $T AT&T may be looking to sell its own cyber security business, Reuters writes. For me, this remains a market that will and must receive a lot of attention in the coming years. Due to the high level of digitalization, everyone is already noticing that it is no longer possible to operate without security!

Economic data (abbreviated version)

08:00

• DE: Consumer Prices (final) January PROGNOSE: +1.0% yoy/+8.7% yoy provisional: +1.0% yoy/+8.7% yoy previous: -0.8% yoy/+8.6% yoy HICP PROGNOSE: +9.2% yoy provisional: +1.2% yoy/+10.0% yoy previous: -1.2% yoy/ +9.6% yoy

08:45

• FR: Business Climate Index February PROGNOSIS: 102 previously: 103

10:00

• DE: Ifo Business Climate Index February PROGNOSE: 91.1 previously: 90.2 Business Situation Assessment PROGNOSE: 94.8 previously: 94.1 Business Expectations PROGNOSE: 88.0 previously: 86.4

15:00

• BE: Business Climate Index February PROGNOSE: -11.8 points previous: -13.5 points

20:00

• US: Fed, Minutes of the FOMC meeting of 31.1/1.2

22:30

• US: Crude oil inventory data (week) of the private American Petroleum Institute (API)

Quarterly figures / Corporate dates USA / Asia

22:05 Mosaic | Altice quarterly figures

22:20 Nvidia quarterly figures

23:00 Ebay quarterly figures

Quarterly figures / company dates Europe

07:00 Fresenius | Fresenius Medical Care

07:00 Rio Tinto | Wienerberger Annual Results

07:30 Telefonica Germany | Danone

07:00 Exasol Annual Results

08:00 Stellantis | Lloyds Banking Group

08:20 Iberdrola Annual Results

10:00 Ceconomy | Bertrandt AGM

17:50 Pirelli Annual Results

19:30 Mercedes-Benz: Strategy Update on Software Operating System

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#kryptos
#cryptos
#nvidia
#ebay
#fresenius
#ceconomy
#riotinto
#atandt

Quarterly figures on 25.01.2023...

Tesla, Boeing, IBM and co, let deep blicken⤵️

$TSLA
Tesla:

Beats analyst estimates of $1.15 in fourth quarter earnings per share of $1.19. Revenue of $24.32 billion below expectations of $24.68 billion.

$T
AT&T Inc:

Beat analyst estimates of $0.57 with fourth-quarter earnings per share of $0.61. Revenue of $31.34 billion below expectations of $31.43 billion.

$BA
Boeing Co:

Missed analyst estimates of $0.27 in fourth quarter with earnings per share of -$1.75; revenue of $19.98 billion below expectations of $20.37 billion. Boeing to increase 787 production to up to 10 aircraft per month in 2025/2026; reaffirmed 2023 guidance of $4.5 to $6.5 billion operating cash flow and $3.0 to $5.0 billion free cash flow.

$ABT
Abbott Laboratories:

Beat analyst estimates of $0.92 with fourth-quarter EPS of $1.03; revenue of $10.1 billion above expectations of $9.62 billion.

$IBM
IBM:

Beats fourth-quarter analyst estimates of $3.58 with earnings per share of $3.60. Revenue of $16.7 billion beats expectations of $16.13 billion.

$ASML
ASML:

Posts Q4 revenue of €6.43 billion (prior quarter: €5 billion, analyst forecast: €6.4 billion) and gross margin of 51.5% (prior year: 54.2%, forecast: 49.3%); revenue shifts to current year of about €3.1 billion. In Q1 outlook, ASML expects revenue of €6.1 to €6.5 billion (forecast: €6.1 billion) and gross margin of 49% to 50% (forecast: 50.6%). For 2022, a dividend of €5.80 per share (forecast: €6.09) is to be paid. For 2023, ASML expects a revenue increase of 25% compared to the previous year 2022 and a slight improvement in the gross margin.

#quartalszahlen
#tesla
#atandt
#ibm
#asml
#abbott
#boeing
#community
#communityfeedback
#aktien
#zahlen
#investieren
#boerse
#börse

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

• GER: GDP (2nd release) 4Q calendar and seasonally adjusted yoy PROGNOSE: -0.3% yoy 1st release: -0.3% yoy 3rd quarter: 0.0% yoy calendar adjusted yoy PROGNOSE: -0.2% yoy 1st release: -0.2% yoy 3rd quarter: -0.3% yoy
• DE: Maastricht ratio (government revenue and expenditure) 2023
• DE: Construction industry, new orders and sales December
• DE: Leading indicator foreign trade for exports to non-EU countries January

10:00

• DE: Ifo Business Climate Index February PROGNOSE: 85.5 previous: 85.2 Situation assessment PROGNOSE: 86.8 previous: 87.0 Business expectations PROGNOSE: 84.0 previous: 83.5

10:20

• IT: ECB Director Schnabel, speech on "Has the fight against inflation been (2 pm participation in panel)
• DE: ECB Governing Council member Nagel, press conference on the presentation of the Bundesbank Annual Report for 2023

14:00

• IT: ECB Director Schnabel, speech at the Forum Analyses

15:00

• BE: Business Climate Index February FORECAST: -16.6 points PREVIOUS: -16.4 points

Without time indication:

• BE: Federal Finance Minister Lindner, participation in informal meeting of finance ministers, Ghent

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

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