What was your biggest flop in the last two years 📉 ? Transparency & honesty are important & authentic 🙏 . Only showing profits is cheap 🙄.

#fail
#verlust
#verlusterealisieren
#aktien
#fehlkauf
#fehler
#rückblick
#wirecard
#infineon
#asml
#nvidia

Economy on 02.02.2023...

The day after the interest rate decision, what now?⤵️

The FED did not actually surprise yesterday. 25 basis points were priced in and also delivered. Also that is not yet the end, was probably clear to everyone. Bit of pressure is taken out and until May still expected with 2 increases, so that the 5% are reached. But what then? I am curious. The FED must also stop in time, before we slide into recession, if it can prevent that at all.

Meta also delivered figures yesterday. I reported on that in this post:

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

For me, even after a 20% jump in one day, Meta continues not to be an investment that interests me personally, but seems to be generating a lot of attention. What's up today:

Economic data

08:00

• DE: Trade balance December Trade balance seasonally adjusted PROGNOSE: +7.8 bn euro previous: +10.8 bn euro Exports (real, seasonally adjusted) PROGNOSE: -3.5% yoy previous: -0.3% yoy Imports (real, seasonally adjusted) PROGNOSE: -2.5% yoy previous: -3.3% yoy

10:00

• DE: VDMA, Machinery and Plant Manufacturing Incoming Orders December

13:00

• UK: BoE, Outcome and Minutes of the Monetary Policy Council Meeting and Monetary Policy Report Bank Rate PROGNOSIS: 4.00% previously: 3.50%

14:15

• EU: ECB, Result of the Council Meeting Main refinancing rate PROGNOSE: 3.00% previously: 2.50% Deposit rate PROGNOSE: 2.50% previously: 2.00%

14:30

• US: Initial jobless claims (week) PROGNOSIS: 195,000 previously: 186,000
• US: Productivity ex Agriculture (1st release) 4Q annualized PROGNOSIS: +2.5% yoy 3Q: +0.8% yoy Unit labor costs PROGNOSIS: +1.5% yoy 3Q: +2.4% yoy
• DE: Chancellor Scholz, statement with Biontech CEO Sahin after company visit to Marburg

14:45

• EU: ECB, PK after Council meeting

16:00

• US: Industrial new orders December PROGNOSIS: +2.0% yoy previous: -1.8% yoy

19:30

• FR: ECB President Lagarde, speech at Franco-German Business Awards ceremony.

Untimed:

• SE/FI: German Economics Minister Habeck, bilateral talks with his counterparts on economic, energy and trade policy issues (until Feb. 3)

Quarterly figures / Company dates USA / Asia

07:00 Sony quarterly figures

12:30 Honeywell | Merck & Co

12:30 Intercontinental Exchange quarterly figures

22:05 Amazon | Qualcomm | Alphabet | Starbucks

22:10 Ford | Apple quarterly figures

Quarterly Figures / Company Dates Europe

06:50 Nordea Bank | Banco Santander

07:00 Deutsche Bank | DWS Group

07:00 Siemens Healthineers | Siltronic | OMV

07:00 ABB | Roche | NG Groep | Julius Baer

07:30 Infineon Quarterly Figures

08:00 Shell | BT Group Quarterly Figures

08:00 Anglo American Production Report 4Q

14:00 Ferrari Annual Results

#apple
#ford
#shell
#amazon
#starbucks
#alphabet
#qualcomm
#siemens
#ferrari
#infineon
#sony
#roche
#quartalszahlen
#zinsen
#zinsentwicklung
#zinserhöhung
#fed
#powell
#inflation
#rezession
#börse
#boerse
#aktien
#wirtschaft
#meta
#nachrichten
#täglich
#news
#newsroom
#community
#communityfeedback

Small stock battle: 🥷

Would you rather prefer Intel, Infineon or Samsung? 🤔

Or maybe a completely different stock? 🤔

Write it in the comments and also why this stock of all stocks. 🙏🏾

#intel
#infineon
#samsung

Quarterly figures on 02.02.2023...

Apple, Amazon, Google, Starbucks and Co ⤵️

Now the battleships deliver. Let's see how we then go into the weekend in the morning. All gone again, because the companies are not convincing, or there is profit taking, or it rises even further? What do you think? Tomorrow evening even higher than tonight?

$AAPL
Apple:

Missed analyst estimates of $1.94 in the first quarter with earnings per share of $1.88. Revenue of $117.2 billion below expectations of $121.88 billion.

$SBUX
Starbucks:

Missed analyst estimates of $0.77 in the first quarter with earnings per share of $0.75. Revenue of $8.7 billion below expectations of $8.78 billion.

$AMZN
Amazon.com:

Misses analyst estimates of $0.17 in the fourth quarter with earnings per share of $0.03. Revenue of $149.2 billion above expectations of $145.64 billion.

$GOOGL
Alphabet:

Missed analyst estimates of $1.18 in the fourth quarter with earnings per share of $1.05. Revenue of $76.05 billion below expectations of $76.07 billion.

$QCOM
Qualcomm:

Beats first-quarter analyst estimates of $2.36 with earnings per share of $2.37. Revenue of $9.46 billion below expectations of $9.6 billion.

$MSTR
MicroStrategy:

Missed analyst estimates of $0.02 in the fourth quarter with earnings per share of -$21.93. Revenue of $132.6 million exceeded expectations of $131.32 million.

$GPRO
GoPro:

Beat analyst estimates of $0.09 in the fourth quarter with earnings per share of $0.12. Revenue of $321.02 million below expectations of $324.68 million.

$GILD
Gilead Sciences:

Beat analyst estimates of $1.50 with fourth-quarter earnings per share of $1.67. Revenue of $7.4 billion exceeded expectations of $6.66 billion.

$CLX
Clorox:

Second-quarter earnings per share of $0.98 beat analyst estimates of $0.66. Revenue of $1.72 billion exceeded expectations of $1.66 billion.

$F
Ford Motor:

Misses analyst estimates of $0.62 in the fourth quarter with earnings per share of $0.51. Revenue of $44 billion above expectations of $41.87 billion.

$SHEL
Shell:

Posts Q4 adjusted profit of $9.81 billion (analyst forecast: $8.26 billion) and adjusted earnings per share of $1.39 (forecast: $1.15). Net debt at the end of Q4 was $44.8 billion (forecast: $42.96 billion), and the Q4 dividend is 28.75 U.S. cents per share. Shell announced a share buyback program of over $4 billion.

$RACE
Ferrari:

Traded under the stock symbol "RACE," the company reported 13,221 vehicles delivered in 2022, up 19 percent from a year earlier. Sales also rose by the same amount with to EUR 5,095 billion. Profit and EBITDA increased at a slightly lower rate. The adjusted EBIT margin was 24.1 percent. Net, the company earned EUR 5.11 per share.

$IFX
Infineon:

achieved Q4 sales of €3.951 billion (PY: €4.143 billion), a gross margin of 47.2% (PY: 44.4%), income from continuing operations of €729 million (PY: €730 million) and net income of €728 million (PY: €735 million). Sales are still expected to reach €15.5 billion +/- €500 million in fiscal 2023.

$ROG
Roche:

Achieves 2022 sales of CHF63.3 billion (analyst forecast: CHF63.3 billion), net income of CHF13.5 billion (PY: CHF14.9 billion) and adjusted earnings per share of CHF20.3 (forecast: CHF20.5). The dividend for 2022 is expected to be CHF 9.50 (PY: CHF 9.30). In the outlook for 2023, Roche expects a low-single-digit percentage decline in sales; solid sales growth expected excluding Covid 19 sales; decline from adjusted net income largely in line with sales decline.

$SHL
Siemens Healthineers:

Posts Q1 sales of €5.08 billion (PY: €5.07 billion, analyst forecast: €5.02 billion), Ebit (adjusted) of €647 million (PY: €898 million, forecast: €663 million) and net income of €426 million (PY: €472 million). Outlook for 2022/2023 confirmed.

#apple
#starbucks
#amazon
#google
#alphabet
#qualcomm
#ford
#siemenshealthineers
#ferrari
#shell
#infineon
#quartalszahlen
#aktien
#boerse
#börse
#zahlen
#news
#newsroom
#nachrichten
#wirtschaft
#unternehmen
#gewinn
#verfehlt

Economy on 04.05.2023...

FED as expected, SBUX 📉, Apple delivers figures ⤵️

As expected, the FED delivers the 25 basis points and the market had long since priced in. Short peak high, immediately down again and back on the road! So the big surprise, as expected failed to materialize. Let's see how the market reacts in the next few days so. This week was so far, despite the quarterly figures, not sooo exciting. I continue to feel safe with cash and continue to build it. There are already some exciting courses, where you could strike, but I look at it this week still a bit.

At $SBUX
Starbucks there was some profit taking. The stock had hit an ATH the week before and after the good numbers, people were expecting a guidance increase. Since this did not come, there was some profit taking. Share has fallen yesterday over 9%!

Today then still follows the ECB with your new interest rate decision. Also $AAPL
Apple delivers today still figures. am curious how the share will react in this market environment. Also many EU values now begin to report the figures. Remain for the time being further on the sidelines and let everything run. Only my crypto savings plans BTC and ETH, continue to run weekly. Are you already in a buying mood or are you also still holding back?

Stock market holiday Japan

Economic data

08:00

• DE: March trade balance seasonally adjusted trade balance PROGNOSE: +19.0 bn euro previous: +16.0 bn euro Exports (real, seasonally adjusted) PROGNOSE: -0.9% yoy previous: +4.0% yoy Imports (real, seasonally adjusted) PROGNOSE: -0.5% yoy previous: +4.6% yoy

09:45

• IT: Purchasing Managers' Index/PMI non-manufacturing April PROGNOSIS: 56.5 previous: 55.7

09:50

• FR: Purchasing Managers' Index/PMI Non-Manufacturing (2nd release) April PROGNOSIS: 56.3 1st release: 56.3 previous: 53.9

09:55

• DE: Purchasing Managers' Index/PMI non-manufacturing industry (2nd release) April PROGNOSIS: 55.7 1st release: 55.7 previous: 53.7 Purchasing managers' index, total (2nd release) PROGNOSIS: 53.9 1st release: 53.9 previous: 52.6

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) April PROGNOSIS: 56.6 1st release: 56.6 previous: 55.0 Purchasing managers' index, total (2nd release) PROGNOSIS: 54.4 1st release: 54.4 previous: 53.7

10:30

• UK: Purchasing Managers' Index/PMI Non-Manufacturing (2nd release) April PROGNOSIS: 54.9 1st release: 54.9 previously: 52.9
  

11:00

• EU: Producer prices March Eurozone PROGNOSIS: -1.8% yoy/+ 6.1% yoy previously: -0.5% yoy/+13.2% yoy

14:15

• EU: ECB, outcome of Council meeting Main refinancing rate PROGNOSIS: 3.75% previously: 3.50% Deposit rate PROGNOSIS: 3.25% previously: 3.00%

14:30

• US: Initial jobless claims (week) PROGNOSIS: 236,000 previously: 230,000
• US: Trade Balance March PROGNOSIS: -63.1 billion USD previously: -70.54 billion USD
• US: Productivity ex agriculture (1st release) 1Q PROGNOSE: +1.9% yoy 4Q: +3.0% yoy
  

14:45

• EU: ECB, PK after Council meeting

Without time information

• DE: New passenger car registrations, April

ex-dividend individual stocks

Mercedes-Benz 5.20 EUR

Hannover Re 6.00 EUR

Quarterly figures / Company dates USA / Asia

12:30 Intercontinental Exchange Group

13:00 Conocophillips quarterly figures

22:00 Booking Holdings

22:00 Expedia Group

22:00 American International Group

22:30 Apple quarterly figures

Untimed:

Lyft | Hyatt | Stanley Black & Decker

BorgWarner Quarterly figures

Quarterly figures / Company dates Europe

06:45 Basler | Equinor ASA Quarterly Figures

07:00 Fraport | Rational | Vonovia | Zalando

07:00 Kontron | Arcelormittal | Capgemini

07:00 Anheuser-Busch | Swiss Re

07:10 Elmos Semiconductor Quarterly Figures

07:30 BMW | Volkswagen | Henkel | Hugo Boss

07:30 Infineon | Rheinmetall | Scout24

07:30 Befesa Earnings 1Q

07:30 Novo Nordisk | Cliq Digital | Deutz | Uniper

07:55 PVA TePla Quarterly Figures

08:00 Shell | RTL Group | New Work | Washtec

08:00 A.P. Moeller-Maersk Quarterly Figures

10:00 Allianz | Deutsche Post| RWE AGM

10:00 Qiagen PK on 1Q results

10:30 Talanx AGM

14:00 Ferrari quarterly figures

18:00 Freenet quarterly figures

No time stated: Equinor | Telenor 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
#instagram
#zinserhöhung
#zinsschritt
#apple
#infineon
#rheinmetall
#rational
#vonovia
#bookingholdings

Economy on 16.02.2023...

Catch up on yesterday's quarterly figures and mehr⤵️

WoW, what a rise in the crypto sector. New course high and a lot of pressure in the market. Bitcoin now just before 25,000$. How sustainable that is, we will see in the direction of the weekend. Yesterday there were also some interesting quarterly figures, which I then no longer brought in the evening and still want to briefly go into it before I post the economic data. Here, especially Cisco has really surprised me. there I am also invested for many years and the investment looked very restrained for a long time. Now it is with a kawum, turned into the plus. What else was there:

$KHC
Kraft Heinz Co. The:

Beat analyst estimates of $0.78 in the fourth quarter with earnings per share of $0.85. Revenue of $7.38 billion beat expectations of $7.24 billion.

$CSCO
Cisco Systems:

Beat analyst estimates of $0.85 in the second quarter with earnings per share of $0.88. Revenue of $13.6 billion beat expectations of $13.41 billion.

Cisco turned after-hours to the top of over 10% in the plus and then closed the day with +6%. Currently, it is going down again a bit in pre-market. Let's see where Cisco catches and how sustainable this rise was. That here now a pair of gains are taken from the table, is not unusual. And now it goes on into the new trading day:

Economic data (shortened version)

08:00

• DE: Employment 4Q

10:00

• EU: ECB, Economic Report

14:30

• US: Housing Starts/Permits January Housing Starts PROGNOSE: -2.3% yoy previous: -1.4% yoy Building Permits PROGNOSE: +1.5% yoy previous: -1.6% yoy
• US: Initial jobless claims (week) PROGNOSE: 200,000 previously: 196,000
• US: Producer prices January PROGNOSE: +0.4% yoy previous: -0.5% yoy Core rate (excluding food and energy) PROGNOSE: +0.3% yoy previous: +0.1% yoy
• US: Philadelphia Fed Index February PROGNOSIS: -7.8 previously: -8.9

Quarterly figures / Company dates USA / Asia

18:00 Snap Inc. Investor Day

Quarterly figures / Company dates Europe

05:15 Standard Chartered quarterly results

06:30 Airbus detailed annual results

07:00 Commerzbank, Hella, Renault, DSM

07:15 Nestle, Air Liquide annual results

07:30 Pernod-Ricard, Schneider Electric, Orange

08:00 DFV German Family Insurance

80:00 Jost Werke, Repsol, Relx plc

10:00 Aurubis, Infineon AGM

18:30 Imerys annual figures

No time stated: Va-Q-Tec: Deadline (midnight) for takeover by EQT Private Equity

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#cisco
#kraftheinz
#snap
#airbus
#nestle
#airliquide
#infineon

Podcast "Buy High. Sell Low" Episode 14

00:00:00 BlackRock, Blackstone, MSCI, S&P Global

00:33:00 LVMH, Hermés, Kering, Nike

00:58:30 Solar stocks: Enphase, SolarEdge, SunPower, First Solar, SMA, iShares Global Clean Energy ETF

01:07:00 Hydrogen stocks: Linde, Air Products, Nel ASA, Ballard Power, Plug Power

01:31:00 Infineon, Texas Instruments, On Semiconductor

01:42:00 Siemens Energy

01:44:00 Dumbest energy policy in the world, The Greens

01:55:00 HanETF Sprott Uranium Miners ETF

01:58:00 Cinema film "Dumb Money" from 02.11.23

01:59:00 Addendum to episode 12: HanETF Future Defense ETF

Podcast like to subscribe and activate bell.

https://open.spotify.com/episode/0Olh5Fk7L7WrCoQHImf7TE?si=374FINtXQxKchXK0KWezPA&nd=1

#lvmh
#blackrock
#infineon
#podcast
#spotify