Small stock battle: 🥷
Would you rather choose RWE or E.ON decide? 🤔
Or maybe for a completely different stock. 🤓
Write it in the comments and also why this share of all shares. 🙏🏾
+++ E.DIS announces feed-in tariff+++
(from the series: Investment Diary & Thoughts)
The getquin-Tageblatt reports:
Crazy! That went faster than expected! After the responsible persons of the Investmentgesellschaft "InvestmentPapa & son man GmbH" already on past Friday complaint with the federal net agency submitted, after which an immediate promise and vorallem technical conversion of the remuneration requirements from the made available current products should be forced, as well as yesterday the Investmentgesellschaft announced further portions of the enterprise E.ON to have bought [and thus a majority participation to strive sic. the editorship], the responsible persons of the E.DIS showed themselves remorseful and reasonable.
"One comes as quickly as possible to its responsibility and in the sense of the energy transition in Germany," said a spokesman for the network operator. However, so confirmed an unidentified insider to the getquin daily to the getquin daily, "it was only the increasing pressure from the acquisition of further shares that was decisive..." and the informant continued, "further postponement would have been counterproductive for the annual general meeting in May."
It remains to speculate what exactly is meant by this. However, it could point to the request of "Investmentpapa und Sohnemann GmbH" to refuse the approval of bonus payments to the management boards of both companies (EON and E.DIS).
In any case, the asset manager of "InvestmentPapa & Sohnemann GmbH" is pleased with regard to the now sudden decision and summarizes: "It was and is a lengthy process. Since June 2022, we have submitted application after application, commissioning protocol after commissioning protocol, as well as all declarations [also those submitted to the Lower Port Authority sic. the editors] have been submitted. To date, no success. We are pleased to have now found an acceptable and mutually satisfactory solution. For the true energy turnaround in our country." It remains to be seen how quickly the project will now be put into practice and to hope that soon green electricity from the roof of the investment company for the population on the outskirts of Berlin can be made available.
For all the fun: In fact, it is amazing that only after the obvious intervention of the network agency, the relevant agencies move and now urge haste. Somehow a reflection of our society and overall situation. And also a problem of the monopoly position of network operators and energy suppliers. So why do I invest in E.ON? Exactly because of this... as bad as I feel this is, the business is safe and plannable.
I'll be happy to keep reporting on progress... oh well, the zero feed is still going on. Already arrived at 42.06% self-sufficiency this year, with 62.89% coming to power consumption from own generation in March. ⚡️
I expect this year a degree of self-sufficiency of about 60-80%, namely when the optimization of overcurrent charging PV to car runs.
To be continued...
Economy on 14.03.2024...
Dax celebrates figures from E.ON and Co. Bitcoin over $73,000 ⤵️
$BTC
Bitcoin over 73,000$. Who would have thought it? You always notice how sentiment towards stocks is when they are in the basement. Now you're constantly being asked whether it's still worth getting in. You can see how emotional most people are on the stock market. When it's low, everything always sucks, even though it's sometimes worth buying, and when it's rising, it's the best there is. Why not get in when the price is right? You don't just have to understand this in relation to BTC, but in general.
But why is there only ever talk of BTC? What about $ETH
Ethereum. It too has more than doubled in value in recent months. It's important to remember that BTC now has approved spot ETFs and ETH is only just being discussed. I could therefore very well imagine that ETH will outperform BTC at some point in the ongoing bull market (only if the spot ETF really comes, of course). Crypto has now taken up over 50% of my portfolio. However, profits will be left to run until the targets are reached and then the reallocation will take place. It remains very exciting to see what dimensions will be reached here. However, I also think that this will be the last strong bull market in the sector now that the large institutions will dominate it.
Yesterday there were again some figures from Germany and Europe. Let's just take a look at a few of them. The market certainly celebrated them!
$EOAN
E.ON achieves sales of €93.68 billion in 2023 (previous year: €115.66 billion), adjusted EBITDA of €9.37 billion (previous year: €8.05 billion, preliminary: €9.4 billion), adjusted EBIT of €6.38 billion (previous year: €5.19 billion), adjusted net profit of €3.06 billion (previous year: €2.7 billion, preliminary: €3.1 billion). For 2023, E.ON is proposing a dividend of €0.53 per share (previous year: €0.51 per share, analyst forecast: €0.53 per share). In its outlook for 2024, E.ON expects EBITDA (adjusted) of €8.8 to €9 billion (forecast: €8.6 billion), an adjusted net profit of €2.8 to €3.0 billion (forecast: €2.7 billion) and investments of €7.2 billion (forecast: €6.5 billion). In the years from 2024 to 2028, E.ON plans to invest €42 billion (forecast: €34.5 billion). For 2028, the Group is forecasting EBITDA (adjusted) of over €11 billion (forecast: €9.8 billion).
$ADS
adidas generates 2023 final sales of €21.4 billion (PY: €22.5 billion, preliminary: €21.4 billion), a final operating profit of €268 million (PY: €669 million, preliminary: €268 million) and a net result from continuing operations of -€58 million (PY: €254 million). Adidas proposes an unchanged dividend for 2023 unchanged dividend of €0.70 per share for 2023 (forecast: €0.52). Outlook confirmed, for 2024 further operating profit of around €500m and sales growth (ex FX) in the mid 1-digit percentage range expected.
$ZAL
Zalando will achieve a GMV of €14.6 billion in 2023 (previous year: €14.8 billion, forecast: €14.7 billion), sales of €10.1 billion (previous year: €10.34 billion, analyst forecast: €10.2 billion), EBIT (adjusted) of €349.9 million (previous year: €184.6 million, forecast: €280.2 million) and net profit of €83 million (previous year: €16.8 million, forecast: €98.55 million). The company's outlook for the period up to 2028 sees average sales growth of 5% to 10% and and GMV growth of +5% to +10% per year on average. For 2024, Zalando expects GMV growth of 0% to 5% (forecast: €15.3 billion), sales growth of 0% to 5% (forecast: €10.5 billion) and EBIT (adjusted) of €380 to €450 million (forecast: €381.2 million). In 2028, Zalando expects an EBIT margin (adjusted) of 6% to 8%.
$KCO
Klöckner achieves sales of €7.0 billion in 2023 (previous year: €8.3 billion, analyst forecast: €7.65 billion), EBITDA (adjusted) of €190 million (previous year: €355 million, company forecast: €170 to €200 million) and a net result of -€190 million. The dividend per share of €0.20 (previous year: €0.40, analyst forecast: €0.15) amounts to. In the outlook for the first quarter, the company expects an increase in adjusted EBITDA of €30 to €70 million compared to the previous quarter. In the outlook for 2024, Klöckner expects a "significant increase" in adjusted EBITDA compared to the previous year.
$FRA
Fraport 3.9 million passengers in Frankfurt in February, +12.9% compared to the previous year; -15% compared to February 2019. Cargo Frankfurt at 153,473 metric tons, +4.7% compared to the previous year.
$VOW
Volkswagen-Group achieves sales of €322.3 billion in 2023 (previous year: +15.5%), operating profit of €22.6 billion (previous year: +2%) and profit after tax of €17.9 billion (previous year: +13%, €15.8 billion). The dividend for 2023 is expected to amount to €9.06 per preference share.
$MOR
Morphosys generated sales of €238.3 million in 2023 (previous year: €278.3 million) and posted a loss of €189.7 million (previous year: -€151.1 million). Operating result of EUR -252.5 million in 2023 after EUR -220.7 million in the previous year Takeover by $NOVN Novartis expected to continue in the first half of 2024. The process is progressing steadily. Monjuvi sales at 85.0 million euros (previous year 84.9 million).
Economic data for today:
10:30
12:00
13:30
15:00
Quarterly figures / company dates USA / Asia
08:30 Foxconn quarterly figures
21:05 Adobe quarterly figures
Quarterly figures / company dates Europe
07:00 K+S | Lanxess | RWE | Vitesco | Hamborner Reit
07:00 Meyer Burger | Swiss Life Annual results
07:10 Elmos Semiconductor detailed annual results
07:30 Rheinmetall | Hapag-Lloyd annual results
07:30 SAF-Holland
08:00 DFV Deutsche Familienversicherung
08:00 RTL Group
08:00 Verbund AG | Deliveroo
09:00 RTL Group PK
09:30 Lanxess BI-PK
10:00 RWE BI-PK
10:30 K+S BI-PK
13:00 Morphosys telephone press conference
13:00 RWE Analyst Conference
13:30 K+S Analyst Conference
Without time information:
Deutsche Bank | DWS Group | Munich Re | Teamviewer | Bilfinger Annual Report | Schott Pharma AGM
#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#ethereum
#finanzen
#tipps
#autodesk
#dell
#etf
#etfs
#sparplan
#cash
#geld
#eon
#fraport
#volkswagen
#morphosys
#zalando
#adobe
#rwe
#munichre
Economy on 15.03.2023...
The 3rd day in a row a friendly Handelsstart⤵️
Today we start then for the 3rd time in a row with a friendly market. Compared to Thursday morning, we are, except in crypto, but still behind. I'm very curious to see how this then looks afterwards on a weekly basis and especially how we will end this week.
What's going on in the market? Yesterday, Alphabet comes around the corner with a declaration of war towards Microsoft. With a cloud-based AI, they want to offer parole to Microsoft's advance. With the AI, Alphabet wants to introduce an update for the use of a voice-generating technology in medical exams, but also better Internet searches through the support of AI. But not only should customers be able to find information more easily, app developers should be able to develop health apps more easily. This could be exciting.
Inflation in the US was in line with expectations and is falling slightly. So actually positive news for the market, but it was expected. The market is celebrating it as a success.
The crypto sector is currently also celebrating. There are already wild theories to read from analysts on the net. They go as far as: People are losing confidence in the FIAT system because the FED is slowly being forced to take actions that are more likely to harm the system. Everything is to be regarded very cautiously. This can all change very quickly.
Currently, the profits are also quickly taken off the table and capital is pulled out of the market. Investors are still very nervous. The next week will be very decisive. There I ask myself, however, what is currently already everything eingepreist. Is the market now generally already assumes a 0% step in March or are the theories true that interest rates will even be lowered again, or will we just shift the gear back again and stay at 25 basis points?
What else is going on today:
Economic data (abbreviated version)
08:00
10:00
10:30
11:00
11:30
13:30
15:00
15:30
Untimed:
Quarterly figures / corporate dates USA / Asia
21:05 Adobe quarterly figures
Quarterly figures / company dates Europe
07:00 Eon | Lanxess Annual Results
07:30 BMW | Talanx | Inditex Annual Results
08:00 OHB Annual Results
08:00 Hennes & Mauritz sales 1Q
10:00 Volkswagen detailed annual results
and outlook of the core brand VW (BI-PK)
10:00 K+S AG, BI-PK and Annual Report
(1 p.m. analyst conference)
22:01 Morphosys annual results
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#eon
#adobe
#morphosys
#google
#alphabet
Quarterly figures on 09.11.2022....
Pocket money for the kids only in Robux, that's the Roblox Währung⤵️
The market currently really forgives no slip-ups in the numbers! You can see that again today:
$RBLX
Roblox:
misses analyst estimates of -$0.30 in the third quarter with earnings per share of -$0.50. Sales of $517.7 million below expectations of $690.79 million.
$TTD
The Trade Desk Inc:
Surpassed analyst estimates of $0.22 in the third quarter with earnings per share of $0.26. Revenue of $394.77 million exceeded expectations of $385.98 million.
$ADS
adidas:
Posts Q3 sales of €6.40 billion (PY: €5.75 billion), gross profit of €3.14 billion (PY: €2.88 billion), operating profit of €564 million (PY: €672 million), pre-tax profit of €411 million (PY: €629 million). In its outlook for fiscal year 2022, adidas now expects low-single-digit percentage sales growth for the overall company on a currency-neutral basis. The company expects a gross margin of around 47.0% in 2022. Operating margin in 2022 is expected to be around 2.5% according to the new expectations and profit from continuing operations to reach a value of around €250 million.
$SIX2
Sixt:
Achieves Q1-3 revenue of €2.32 billion (PY: €1.63 billion, analyst forecast: €2.32 billion), EBT of €506.3 million (PY: €317.4 million, forecast: €496 million). In its outlook for 2022, Sixt now expects to achieve the upper forecast range for EBT.
$DEZ
DEUTZ:
Achieves Q3 sales of €465.4 billion (PY: €403.2 billion), order intake of €442.1 million (PY: €485.2 million), Ebit (adjusted) of €23.3 million (PY: €14.1 million), free cash flow of -€45.1 million (PY: +€5.5 million) and net income of €17.1 million (PY: €10.4 million). In its outlook for 2022, the company now expects unit sales of between 175,000 and 185,000 DEUTZ engines, leading to revenue growth to between €1.75 billion and €1.85 billion. The adjusted EBIT margin is expected to be in a range of 4.5 to 5.0 percent. Free cash flow is expected to be in the low to mid double-digit negative million euro range.
$LXS
LANXESS:
Posts Q3 sales of €2.185 billion (PY: €1.58 billion, analyst forecast: €2.0 billion), Ebitda (Pre Ex) of €240 million (PY: €229 million, forecast: €237.6 million) and net income of €80 million (PY: €74 million). In the outlook for 2022, the company expects Ebitda (adjusted) of €0.90 to €0.95 billion (previous year: €0.90 to €1.0 billion, forecast: €942 million).
$HDD
Heidelberger Druck:
Achieves 2nd quarter sales of €590 (previous year: €542 million), incoming orders of €622 million (previous year: €593 million), Ebitda of €68 million (previous year: €60 million), Ebitda margin of 11.6% (previous year: 11.0%), and net profit of €39 million (previous year: €27 million). Outlook for 2022/2023 confirmed.
$BNR
Brenntag:
Reports Q3 sales of €5.1 billion (PY: €3.738 billion, analyst forecast: €4.6 billion), Ebitda (adjusted) of €459.7 million (PY: €342.9 million, forecast: €453 million) and net profit of €248.8 million (PY: €161 million). Profit outlook for 2022 confirmed.
$EVT
Evotec:
Achieves Q1-3 revenues of €510.8m (PY: €431m, forecast: €520.5m), Ebitda (adjusted) of €44.6m (PY: €70.1m), 2022 outlook and mid-term targets confirmed.
$CBK
Commerzbank:
Reports Q3 revenues of €1.886 billion (PY: €2.006 billion, analyst forecast: €1.780 billion), an operating profit of €282 million (PY: €472 million, forecast: €137 million) and a net profit of €195 million (PY: €403 million, forecast: €116 million). Loan loss provisions were reported at €84 million in Q3 (PY: €22 million, forecast: €133 million). Commerzbank expects 2022 loan loss provisions of around €700 million, a CET1 ratio of over 13.5%; net interest income of over €6 billion and net profit of over €1 billion (forecast: €1.18 billion). Further dividend of 30% of net profit after deduction of AT-1 planned. In the outlook for 2024, Commerzbank sees operating profit rising from €3.0 to €3.2 billion, with earnings guidance now expected at €10 billion (previously: €9.1 billion).
$SHL
Siemens Healthineers:
Reports Q4 sales of €6.0 billion (previous year: €5.16 billion, outlook €5.8 billion), Ebit (adjusted) of €1 billion (previous year: €0.793 billion, analyst forecast: €0.977 billion) and net income of €636 million (previous year: €466 million). In the outlook for 2022/2023 the company expects adjusted earnings per share of €2.00 to €2.20 (forecast: €2.23). Proposed dividend 2021/2022 of €0.95 (PY: €0.85) per share. Diagnostics business to be restructured.
$EOAN
E.ON:
Reports Q1-3 sales of €81.6 billion (PY: €48.1 billion), Ebitda (adjusted) of €6.1 billion (PY: €6.3 billion) and net income of €2.1 billion (PY: €2.2 billion). E.ON confirms outlook for 2022 at Group level.
#investieren
#aktien
#aktie
#börse
#boerse
#community
#communityfeedback
#news
#newsroom
#lernen
#wirtschaftswachstum
#quartalszahlen
#dividende
#finanzen
#eon
#roblox
#adidas
#thetradedesk