Quarterly figures from 27.10.2022...

Amazon, Apple 📉🔥💥, T-Mobile US , Intel 📈❤️⤵️

In the post earlier today, yes some numbers were announced:

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

Let gladly again a Like there, would be very pleased, as the morning posts also a lot of effort. I currently plan these also further expand with links, etc. But I still need some time for that. But now to the numbers from today:

$INTC
Intel:

Beats analyst estimates of $0.34 in the third quarter with EPS of $0.59. Revenue of $15.3 billion below expectations of $15.43 billion. Intel with downside guidance for the fourth quarter. Sees EPS of $0.20 (consensus $0.68) and revenue of $14-15 billion (consensus $16.43 billion).

$AMZN
Amazon:

Beats analyst estimates of $0.22 in the third quarter with EPS of $0.28. Revenue of $127.1 billion below expectations of $127.76 billion. Amazon with downside guidance for the fourth quarter. Sees revenue of $140-148 billion (consensus $155.37 billion).

$AAPL
Apple:

Apple fourth quarter earnings per share of $1.29 beat analyst estimates of $1.26. Revenue of $90.1 billion beat expectations of $88.76 billion. Apple iPhone sales in fourth quarter at $42.6 billion (consensus estimate $43.4 billion, prior year $38.9 billion). Apple Mac revenue in the fourth quarter at $11.5 billion (consensus estimate $9.4 billion, prior year $9.2 billion). Apple wearables revenue in the fourth quarter at $9.7 billion (consensus estimate 9.0 billion, previous year 8.8 billion). Apple iPad revenue in the fourth quarter at $7.2 billion (consensus estimate $7.8 billion, prior year $8.3 billion). Apple service revenue in the fourth quarter at $19.2 billion (consensus estimate $20.4 billion, prior year $18.3 billion).

$TMUS
T-Mobile US:

Beat analyst estimates of $0.39 in third quarter with earnings per share of $0.40. Revenue of $19.48 billion below expectations of $20.02 billion.

$S92
SMA Solar:

Raises earnings forecast for current year and now expects Ebitda of 60-75 million euros ahead of 10-60 million previously.

Reasons for the forecast increase are the continued high order intake and a gradually improving supply of electronic components. In addition, a special effect in the lower double-digit million euro range from a real estate sale had a positive impact on earnings in the third quarter. (Had just sold at 62€)

$WDC
Western Digital:

Missed analyst estimates of $0.41 in the first quarter with earnings per share of $0.20. Revenue of $3.74 billion exceeded expectations of $3.64 billion.

$MA
MasterCard:

Third-quarter earnings per share of $2.68 beat analyst estimates of $2.57. Revenue of $5.8 billion exceeded expectations of $5.65 billion.

$TTE
TotalEnergies SE:

Missed analyst estimates of $3.99 in the third quarter with earnings per share of $3.83. Revenue of $64.92 billion below expectations of $79.43 billion.

$TROW
T. Rowe Price Group Inc:

Third-quarter earnings per share of $1.86 beat analyst estimates of $1.85. Revenue of $1.59 billion exceeded expectations of $1.55 billion.

$MO
Altria Group Inc:

Missed analyst estimates of $1.30 in the third quarter with earnings per share of $1.28. Revenue of $6.55 billion exceeded expectations of $5.6 billion.

$CMCSA
Comcast Corp. Class A:

Third-quarter earnings per share of $0.96 beat analyst estimates of $0.90. Revenue of $29.85 billion exceeded expectations of $29.75 billion.

$MCD
McDonald's Corp:

Surpassed analyst estimates of $2.59 in third-quarter earnings per share of $2.68. Revenue of $5.87 billion exceeded expectations of $5.72 billion.

$SWK
Stanley Black & Decker Inc:

Third-quarter earnings per share of $0.76 beat analyst estimates of $0.72. Revenue of $4.1 billion exceeded expectations of $4 billion.

$CAT
Caterpillar Inc:

Beats analyst estimates of $3.17 in the third quarter with earnings per share of $3.95. Revenue of $15 billion beats expectations of $14.15 billion.

$MRK
Merck & Co. Inc:

Beats analyst estimates of $1.75 in the third quarter with earnings per share of $1.85. Revenue of $15 billion beats expectations of $14.07 billion. Merck & Co raises outlook to 2022 and sees revenue at $58.5 billion to $59.0 billion (previously: $57.5 billion to $58.5 billion) and adjusted earnings per share at $7.32 to $7.37 (previously: $7.25 to $7.35).

$LIN
Linde:

Reports Q3 sales of $8.8 billion (PY: $7.68 billion, analyst forecast: $8.34 billion), operating profit of $1.6 billion (PY: $1.3 billion) and adjusted net profit of $1.55 billion (PY: $1.42 billion, forecast: $1.47 billion). In the 2022 outlook, Linde expects adjusted earnings per share of $11.93 to $12.03 (previous: $11.73 to $11.93).

$BEI
Beiersdorf:

Posts Q1-3 sales of €6.7 billion (organic +11.1%), Consumer business segment sales growth to €5.4 billion (organic +11.7%), organic growth across all brands: NIVEA +10.8%, Derma +25.3%, La Prairie +5.5%, Healthcare +12.8%; the tesa business segment achieved sales of €1.3 billion, organic +8.3%. Beiersdorf expects organic sales growth for tesa of between 7% and 9% for the full year 2022. The operating EBIT margin of the current business excluding special items is expected to be only slightly below the previous year, despite high raw material and transport costs.

$KU2
KUKA:

Achieves Q1-3 order intake of €3.68 billion (PY: €2.69 billion), sales of €2.76 billion (PY: €2.35 billion), Ebit of €80.9 million (PY: €45.5 million), Ebitda of €174.3 million (PY: €137.2 million) and profit after tax of €66.7 million (PY: €29.8 million). KUKA is adjusting its guidance for the financial year 2022. Orders received will exceed €3.9 billion (more than 10% above the previous year's figure). Sales will be above €3.6 billion (more than 10% above the previous year's figure). The EBIT margin guidance is substantiated and will be around 3.0%.

$ULVR
Unilever:

Raises its sales guidance again. Organic growth of more than 8% is now expected for the full year (previously: 4.5 to 6.5%).

$MTX
MTU:

Reports Q3 revenues of €1.349 billion (PY: €1.004 billion, analyst forecast: €1.315 billion), Ebit (adjusted) of €158 million (PY: €117 million, forecast: €153 million), Ebit margin of 11.7% (PY: 11.7%, forecast: 11.6%) and net profit (adjusted) of €113 million (PY: €85 million, forecast: €111 million). In its outlook for 2022, the company now expects revenue of €5.4 to €5.5 billion (forecast: €5.282 billion) and an increase in EBIT (adjusted) in the low 30 percent range.

$HFG
HelloFresh:

Achieves Q3 revenues of €1.86 billion (PY: €1.42 billion, analyst forecast: €1.8 billion), Ebitda (adjusted) of €71.8 million (PY: €79.8 million, analyst forecast: €75.6 million) and Ebitda margin (adjusted) of 3.9% (PY: 5.6%). The number of active customers was reported at 7.51 million (previous year: 6.94 million, forecast: 7.5 million), the number of orders at 29.03 million (previous year: 27.59 million).

$NEM
Nemetschek:

Achieves Q3 revenues of €202.8 million (PY: €169.3 million, analyst forecast: €199 million), Ebitda of €62.9 million (PY: €54.4 million, forecast: €62 million), Ebitda margin of 31.0% (PY: 32.1%, forecast: 31.1%) and net profit of €38.8 million (PY: €34.2 million, forecast: €36.4 million). Outlook for 2022 confirmed.

$KGX
KION:

Achieves revenue of €8.24 million in 1Q to 3Q. Quarter: revenue of €8.24 billion (PY: €7.5 billion, analyst forecast: €8.1 billion), order backlog of €7.7 billion (end of 2021: €6.66 billion), EBIT margin of 2.6% (PY: 9.2%, forecast: 2.3%), Ebit (adjusted) of €210.6 million (PY: €691.1 million, forecast: €189 million) and net profit of €66.9 million (PY: €430.8 million, forecast: €35 million). Kion intends to withdraw completely from Russian business. Outlook confirmed.

$LHA
Lufthansa:

Reports Q3 revenue of €10.06 billion (PY: €5.20 billion, preliminary: €10.1 billion), Ebit (adjusted) of €1.132 billion (PY: €251 million), adjusted free cash flow of €410 billion (PY: €43 million, preliminary: €400 million) and net profit of €809 million (PY: -72 million). In the outlook, the company sees itself on track to achieve medium-term targets for 2024.

$SOW
Software AG:

Posts Q3 revenue of €221.4 million (PY: €198 million, analyst forecast: €225 million), Ebita margin of 16.6% (PY: 16.8%, forecast: 13.9%), Ebita (adjusted, organic) of €35.3 million (PY: €33.3 million, forecast: €31.3 million) and net loss of €10.8 million (PY: €16.3 million). Outlook for 2022 confirmed.

$WCH
Wacker Chemie:

Achieves Q3 sales of €2.13 billion (€1.66 billion, analyst forecast: €2.13 billion), Ebitda of €457 million (PY: €449.6 million, forecast: €499.3 million) and net profit of €258.9 million (PY: €264.5 million, forecast: €291.1 million). In its outlook for 2022, the company now expects Ebitda in the range of €2.1 to €2.3 billion (previous: €1.8 to €2.3 billion) and revenues unchanged in the range of €8.0 to €8.5 billion.

$AIXA
Aixtron:

Achieves Q3 revenues of €88.9 million (PY: €130.8 million, analyst forecast: €127.7 million), order intake of €142.8 million (PY: €114.2 million), EBIT of €16.2 million (PY: €36.2 million, forecast: €30.8 million) and net income of €19.1 million (PY: €31.4 million). In the outlook for 2022, Aixtron raises its order intake guidance from €540 to €600 million (previously: €520 to €580 million).

#amazon
#intel
#tmobile
#unilever
#lufthansa
#hellofresh
#linde
#quartalszahlen
#news
#newsroom
#aktien
#aktientipps
#community
#communityfeedback
#lernen

Economy on 12.05.2023...

What ne week... Paypal📉 and Disney📉 . On into the weekend ⤵️

Yesterday I unfortunately had no time, because I had many professional appointments. Therefore, not so much of the market mitbekommen. But this week was generally very interesting. Inflation data from the U.S., figures from Paypal and Disney and so on. Cryptos have been this week again strongly trembling and fallen a good bit.

$PYPL
Paypal must now prove that it is also possible to increase growth again. One has exceeded expectations and increased the forecast, but the market does not like the growth and rather says that Paypal becomes irrelevant, as credit card companies continue to advance. Banks are switching from EC cards to VISA and therefore there are now other ways for consumers to order goods on the Internet with an "instant pay". I think Paypal will have one or two surprises up its sleeve. After all, you recently invested 13 million in Financial Guru.

At $DIS
Disney, Disney+ subscriptions are down 2%. Disney+ has been the big growth driver here lately. But you also have to leave the church in the village. Expectations have not been met.... but ... the warm months are coming. Disney currently has an anniversary year and I can imagine that there will be a lot going on in the parks. There are also some sporting events planned again this year and some Marvel movies have been completed and are in theaters right now with a few more to come. Disney+ could also benefit strongly again this year. I would now say that Disney is just an easy BUY, but also go with me for a long time yet no alarm bells on, because the company still has a lot up its sleeve!

Inflation data in the U.S. was once again below 5%. Although only to 4.9% and thus no giant surprise, but it shows the market a clear signal, which many values have also played.

My winner in the depot was this week anyway $ZS
Zscaler. am still in the minus, and a very good piece, but the way belongs to the goal :D. What was your best value?

Economic data

08:00

• UK: GDP (1st release) 1Q PROGNOSE: +0.1% yoy/+0.2% yoy previous: 0.0% yoy/+0.4% yoy
• UK: GDP March PROGNOSIS: +0.1% yoy/+0.4% yoy previous: 0.0% yoy/+0.5% yoy
• UK: Trade balance March PROGNOSIS: -16.2 billion GBP previous: -17.5 billion GBP
  
• UK: Industrial production March PROGNOSIS: -0.1% yoy/-3.1% yoy previous: -0.2% yoy/-3.1% yoy
• DE: Business registrations (business start-ups) | Insolvencies February and trend indicator for April

14:30

• US: Import and export prices April Import prices PROGNOSIS: +0.3% yoy previous: -0.6% yoy

16:00

• US: Consumer Sentiment Index Uni Michigan (1st survey) May PROGNOSIS: 63.0 previously: 63.5
  

Without time data

• EU: Rating review for Andorra (S&P); Bulgaria (Fitch); Denmark (Fitch); Iceland (S&P); Italy (Fitch); Croatia (Moody's); Lithuania (Moody's); Sweden (Fitch)

ex-dividend individual stocks

Adidas 0.70 EUR

BMW ordinary shares 8.50 EUR

BMW preferred shares 8.52 EUR

Heidelbergcement 2.60 EUR

Jungheinrich 0.68 EUR

Man and Machine 1.40 EUR

MTU Aero Engines 3.20 EUR

Norma 0.55 EUR

SAP 2.05 EUR

Quarterly Figures / Company Dates Europe

06:30 Mazda | Societe Generale Quarterly Figures

07:00 Allianz | Evotec | Fraport | Vitesco | Nordex

07:30 Richemont Annual Results

07:55 Energiekontor quarterly figures

08:00 Progress-Werk Oberkirch Quarterly Figures

08:45 Metro analyst conference on quarterly results

09:00 ENBW Quarterly figures

10:00 Hellofresh | Hensoldt | DMG Mori | Erste Group Bank AGM

11:00 Volkswagen Group Deliveries April

11:00 Borussia Dortmund Quarterly Figures | Dürr AGM

Without time information: Telefonica Deutschland Investor and Analyst Conference | Michelin 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
#paypal
#waltdisney
#disney
#hellofresh
#dividende
#dividenden
#zscaler

Economy on 07.03.2023...

German shares with a lot of potential? More... ⤵️

Moin on the second trading day of this stock market week. Currently, there are Spannes upgrades in the market. Thus receives $AAPL
Apple receives an upgrade from Neutral to Buy with a price target of $199. This is the view of Goldman Sachs. Also, a subcontractor (Foxconn) wants to invest $700 million in an iPhone plant in India. With Apple it goes thus round.

Also with many German enterprises it runs straight very very well. One must emphasize here the car rental company $SIX2
Sixt. It now wants to attack the US market more than before and plans to increase its market share from 3 to 10% by 2027. So all the switches are set for growth. That should please investors. Also the $LHA
Lufthansa has come back very well since last week. The turnaround has worked like a storybook. Lufthansa's figures were also very good and the company has now weathered the crisis very well. For the DAX heavyweight $SAP

SAP rose by 2.4 percent. Silver Lake and a Canadian pension fund are interested in buying the US subsidiary Quatltrics. The $18.15 offered is only a small premium over Friday's close, and the stock market said that the final word may not yet have been spoken. $RHM
Rheinmetall moves up into the DAX and expels $FME
Fresenius Medical Care. This is the first "Fast Entry Rule" which is now implemented. The high price gains in the last period, make this necessary.

With me on the watch list, and perhaps the first candidate we will buy with the new direction of the portfolio (is ready and armed since yesterday), could be $JNJ
Johnson&Johnson could be. I like the current price level quite well. But I will report on this in due time. Now first of all to the new trading day:

Economic data (shortened version)

08:00

• DE: January new orders seasonally adjusted PROGNOSIS: -1.0% yoy previous: +3.2% yoy
• DE: Services sector sales December and year 2022

10:00

• EU: ECB, publication of January consumer survey results

11:30

• DE: Government-PK
• EU: ECB, Allocation of Main Refi Tender

16:00

• US: Fed Chairman Powell, hearing as part of semiannual report on monetary policy before Senate Banking Committee

21:00

• US: Consumer Credit January

22:30

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

Quarterly figures / company dates Europe

06:45 Shop Pharmacy detailed

07:00 Hellofresh | Zalando | Lindt & Sprüngli

07:30 Gea Group | Henkel | Somfy

07:45 Va-Q-Tec preliminary annual results

08:00 Schaeffler annual results

08:15 Traton detailed annual results

08:30 Helma Eigenheimbau annual results

10:00 Traton Annual Pk | Novartis AGM

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#lufthansa
#sixt
#apple
#rheinmetall
#freseniusmedicalcare
#dax
#shopapotheke
#hellofresh
#sap