Economy on 27.02.2024...

Insurance companies pay out more. Ethereum pulls an⤵️

First Allianz increases its dividend, but raises the payout ratio from 50% to 60%, then the next insurance company follows suit. MüRück is also increasing its dividend substantially.

• $ALV
  Allianz is launching another share buyback program and has decided to revise its dividend policy. The Board of Management is proposing a dividend of 13.80 euros per share for 2023, compared to 11.40 euros in the previous year. As the DAX-listed company announced on the eve of the publication of its figures, it intends to buy back further shares for up to EUR 1 billion. The buy-back is to be carried out from the beginning of March 2024 until December 31, 2024
• $MUV2
  Munich Re intends to pay a dividend of 15 euros per share for 2023, which is significantly above the consensus of 12.49 euros. The company also intends to buy back shares worth up to 1.5 billion euros.

Analysts' forecasts are also rising across the market. It looks as if the insurers are being predicted another good time. $BRK.B If you look at Waren Buffet's letter to shareholders, you can see that this is happening throughout the insurance industry! Are you invested there?

Cryptos are also continuing to rise. Above all $ETH Ethereum is now following suit. I myself am invested in $BTC Bitcoin and Ethereum. I also hold other coins in the Ethereum network. Including Pepe, which was launched in 2023 as Memecoin. Tonight it also went up by up to 50%. My equity was very low at the time and I currently have 4x. If the coin runs to the ATM and then a little further, I would have a 10X. Let's see what else is coming. There is a lot of news about Ethereum that will ensure that it gains a little more. Previously, Bitcoin always led the way. There is now also talk of ETFs for Ethereum. But an update is also planned for March 13. This is primarily intended to further improve fees and make transactions more scalable! Staking ETH has also become much more interesting after the switch to proof-of-stake! You can also see that significantly more ETHs are being moved to a cold wallet than Bitcoins. Do you also have your cryptos on a cold wallet, such as Ledger or something like that?

Let's take a look at the trading day:

Economic data

08:00

• DE: GfK Consumer Climate Indicator March PROGNOSE: -29.0 points PREVIOUS: -29.7 points

08:45

• FR: Consumer Confidence February PROGNOSE: 92 previous: 91

10:00

• EU: ECB, M3 money supply and lending January M3 money supply PROGNOSE: +0.3% yoy previous: +0.1% yoy

14:30

• US: New orders for durable goods January PROGNOSE: -5.0% yoy previous: 0.0% yoy

16:00

• US: Consumer Confidence Index February PROGNOSE: 115.0 previous: 114.8

Quarterly figures / company dates USA / Asia

23:00 Ebay quarterly figures

No time specified: First Solar | Agilent Technologies Quarterly figures

Quarterly figures / company dates Europe

07:00 Signify | Straumann Annual results

07:30 Munich Re | Dürr | Bouygues Annual results

08:00 Puma annual results

09:30 Munich Re BI-PK

10:00 Puma | Dürr BI-PK

13:00 Intesa Sanpaolo annual results

15:00 Puma | Dürr Analyst Conference

18:00 Flatexdegiro | ASM International Annual Results

#zinsen
#zinssenkungen
#zinssteigerungen
#ezb
#fed
#bitcoin
#kryptos
#cryptos
#aktien
#news
#wochenrückblick
#tipps
#shares
#shareholder
#quartalszahlen
#bitcoin
#ethereum
#munichre
#allianz
#puma
#finanzen
#tipps

A little stock battle: 🥷

Would you rather prefer Munich Re, Allianz or Hannover Re? 🤔

Write it in the comments and tell us why you prefer this share. 🙏🏾

I'm really curious. 😎

#allianz
#munichre
#hannoverrueck

Economy on 16.03.2023...

A day full of appointments and certainly a lot of vola...⤵️

Yesterday I have of the market, not so much mitbekommen, because I had many professional appointments. But it went off properly and especially the crypto sector, had a decent rebound.

But that is always necessary after such a rise. I'm curious how that behaves towards the weekend. Today, there is still a lot to do. Especially the banks are currently going so off and also my Wells Fargo, does not yet know where it really wants to go. but since I bought at a very good time, I'm still in the plus.

I don't want to go into all these bank stories at all, there are certainly enough examples already. SVB and now Credit Suisses. Rescue or no rescue. There is a lot of movement in it and somehow it changes every hour. Be careful if you want to get involved somewhere. Clearly, the potential is high but the risk is currently also difficult to assess.

Today come again figures that interest me. Above all, of course, the Munich Re!

Let's take a look at the eventful day:

Economic data

13:30

• US: Housing starts/permits February Housing starts PROGNOSIS: +0.1% yoy Previous: -4.5% yoy Building permits PROGNOSIS: +0.1% yoy Previous: +0.1% yoy
• US: Initial jobless claims (week) PROGNOSIS: 205,000 previously: 211,000
• US: Import and export prices February Import prices PROGNOSIS: -0.2% yoy previous: -0.2% yoy
  
• US: Philadelphia Fed Index March PROGNOSIS: -15.5 previous: -24.3

14:15

• EU: ECB, Outcome of Council Meeting Main Refinancing Rate PROGNOSE: 3.50% previously: 3.00% Deposit rate PROGNOSE: 3.00% previously: 2.50%

14:45

• EU: ECB, PK after Council meeting and staff projection for euro area growth and inflation.

Untimed:

• German Federal Ministry of Economics, monthly report on the economic situation in March.

Quarterly figures / Company dates USA / Asia

21:00 Fedex quarterly figures

Quarterly figures / company dates Europe

06:50 Grand City Properties | TAG Immobilien

07:00 Grenke | Hamborner Reit | Synlab

07:00 Elmos Semiconductor Annual Results

07:30 Dürr | Rheinmetall | Suse | Deutz

07:30 Instone Real Estate | Munich Re | Vossloh

08:00 Verbund AG | RTL Group | Deliveroo

09:00 Audi Annual Results

13:00 Morphosys PK on annual results and outlook

18:00 Enel annual results

No time stated: Deutsche Börse Annual Report 2022

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#fed
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#munichre
#ezb
#audi
#tagimmobilien
#hambornerreit
#rheinmetall

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

• DE: ECB Director Elderson, speech at the European Banking Federation Executive Committee meeting

12:00

• EU: ECB Director Schnabel, speech at ECB Money Market Contact Group meeting

13:30

• US: Retail Sales February FORECAST: +0.8% yoy previous: -0.8% yoy Retail Sales ex Motor Vehicles FORECAST: +0.4% yoy previous: -0.6% yoy
• US: Initial jobless claims (week) FORECAST: 218,000 previous: 217,000
• US: Producer Prices February PROGNOSE: +0.3% yoy previous: +0.3% yoy Core rate (excluding food and energy) PROGNOSE: +0.2% yoy previous: +0.5% yoy

15:00

• US: Inventories January FORECAST: +0.2% yoy previous: +0.4% yoy

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 08.05.2023...

New trading week and today figures from Paypal ⤵️

On it goes into the new exciting trading week. The last was marked by interest rate decisions and important figures. Also in this week there will be again a lot. Today already the figures from $PYPL
Paypal, $DIS
Disney comes this week also still and so on.

More and more comes the question of "Sell in May ...". Statistically, in the summer months the least return is achieved. But even in these months it is possible to achieve returns, why should I leave them out? So I'm not a fan of that myself. I "actually" always have a plan with an investment. Either I want to invest for the long term and build up capital in the stock or I want to trade a certain movement (turnaround or something, like with Paypal right now). But then I don't make my target from months but from certain events (for example quarterly figures or technical signals or resistances). What do you think about this saying?

Crypto is down a bit at the beginning of the week, but that's not rare either. I'm staying on here with the savings plan and currently I'm also trading a few high risk coins, but I don't want to hold them long term but take some risk with planned money management. In general, I have built my portfolio in 2023 something riskier. Everything but with a view to a controlled weighting. Mistakes can also be forgiven.

What is still so at the start of the week:

Stock market holiday Great Britain

Economic data (abbreviated version)

08:00

• DE: Production in the manufacturing sector March seasonally adjusted PROGNOSIS: -1.3% yoy previous: +2.0% yoy

10:30

• DE: Sentix Economic Index Germany May

15:00

• DE: OECD, Publication of Economic Report and Environmental Assessment Report for Germany, PK with OECD Secretary General Cormann, Federal Minister of Economics Habeck, Federal Minister of the Environment Lemke

ex-dividend of individual stocks

Drägerwerk St. EUR 0.13

Drägerwerk Vz. 0.19 EUR

Munich Re 11.60 EUR

Siltronic 3.00 EUR

AXA 1.70 EUR

Quarterly figures / Company dates USA / Asia

14:00 Berkshire Hathaway quarterly figures

16:30 Adtran quarterly figures

22:15 Paypal Holdings quarterly figures

No time stated: Tyson Foods Quarterly figures

Quarterly figures / Company dates Europe

07:00 Hypoport | Deutsche Wohnen Quarterly Figures

07:30 Qbeyond quarterly figures

07:40 Jungheinrich Quarterly Figures

10:00 Lotto24 AGM

12:00 Biontech quarterly figures( 14 Uhr PK)

No time stated: PostNL 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
#paypal
#munichre
#berkshirehathaway
#lotto
#biontech

Economy on 05.05.2023...

Into the WE with good numbers from Apple, right? ⤵️

Yes, the numbers from $AAPL
Apple, did exceed expectations, but they were also quite low. Apple's revenue is down 3% year-over-year and will also end 2023 with a decline from 2022. But again I say, for me the tech industry comparisons to 2021/2021 are very limp. In some cases, it was not possible to deliver, raw materials were not available or had to pay significantly more for them, and suppliers had the same problems. What really started in 2022 and only became apparent later is continuing and is now more and more visible in the figures.

Apple sales in the second quarter: iPhone 51.33 billion, Mac 7.17 billion, iPad 6.67 billion, Services 20.91 billion, Products 73.93 billion, Greater China 17.81 billion.

Apple also launches a $90 billion share buyback program and raises dividend by 4.3%. Apple could afford to do much more, but in my opinion it is doing it right. Small steps and invest more in growth (which of course is becoming increasingly difficult). It remains exciting!

Further interesting were yesterday $SHOP
Shopifywhich rose over 25%, $DDOG
Datadog with +15% and there were also some disappointments like $PARA
Paramount, $PTON
Peloton, $BKNG
Booking Holdings, $VNA
Vonovia and so on. So not everything is shining at the moment. Vonovia continues to record heavy losses and is now selling 5 projects for just under € 560 million. Rising interest rates and declining sales, continue to create strong here, even if the demand for housing continues to be strong and rents are still rising slightly on average. I will use the Kriese to expand my position still something. I have now also added to Paypal again at the level. Technically, I like the chart currently very much and next week, we know more about the fundamental side! What do you currently have so on the screen, or which dip have you bought or plan to buy it?

What is today (figures from MüRück interest me very much) to the weekend still so:

Stock market holiday in Denmark, Japan and South Korea

Economic data

08:00

• DE: Incoming orders March seasonally adjusted PROGNOSIS: -2.0% yoy previous: +4.8% yoy
• DE: Sales in the service sector February

08:30

• CH: Consumer Prices April PROGNOSIS: +0.2% yoy/+2.8% yoy previous: +0.2% yoy/+2.9% yoy
  

08:45

• FR: Industrial Production PROGNOSE: -0.5% yoy previous: +1.2% yoy

10:00

• EU: ECB, Publication of the Results of the Business Survey
• EU: ECB, publication of the results of the Survey of Professional Forcasters

11:00

• EU: Retail Sales March Eurozone PROGNOSIS: 0.0% yoy previous: -0.8% yoy

14:30

• US: Labor market data April employment ex agriculture PROGNOSE: +180,000 yoy previous: +236,000 yoy Unemployment rate PROGNOSE: 3.6% previous: 3.5% Average hourly earnings PROGNOSE: +0.3% yoy/+4.2% yoy previous: +0.3% yoy/+4.2% yoy

21:00

• US: Consumer Credit March

Without time data

• EU: Rating review for Sweden (S&P);

EFSF (Fitch); ESM (Fitch); Norway (Moody's);

Romania (Moody's); Switzerland (Fitch);

ex-dividend of individual stocks

Allianz 11.40 EUR

Alstria Office 0.06 EUR

Deutsche Post 1.85 EUR

RWE 0.90 EUR

Softing 0.10 EUR

Talanx 2.00 EUR

Quarterly figures / Company dates USA / Asia

12:30 Cigna Quarterly Figures

Quarterly Figures / Company Dates Europe

07:00 Krones | Clariant Quarterly Figures

07:15 Air France-KLM Quarterly Figures

07:30 Adidas | Gea Group | SGL Carbon Quarterly Figures

08:00 International Consolidated Airlines Quarterly Figures

09:00 Audi AG Quarterly Figures

10:00 Munich Re | Drägerwerk | Knorr-Bremse

10:00 Siltronic AGM

10:00 Vantage Towers AG, ao AGM with vote on control and profit transfer agreement with major shareholder Oak Holdings (joint venture of Vodafone, GIP and KKR)

13:00 Intesa Sanpaolo 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
#vonovia
#bookingholdings
#munichre
#shopify
#datedog

Economy on 10.08.2023...

Disney figures mixed, market continues schwach⤵️

Yesterday, Walt Disney has delivered the figures after trading hours. First it went down just under 2% but around 23 o'clock Disney was then at just under 3% in the plus.

$DIS
The Walt Disney beat analyst estimates of $0.99 in the third quarter with earnings per share of $1.03. Revenue of $22.33 billion below expectations of $22.49 billion.

They did manage to increase profits a bit, but missed expectations on revenue. If you look a little deeper, you can see that Disney+, continues to lose subscribers (but only just under 3 million). The areas of "Media & Entertainment" and "Direct to Consumer" are also not running completely smoothly. In the area of Parks & Experiences, however, Disney was able to make good gains and significantly increase sales compared to the previous year.

So the parks are doing well but the media and streaming business is somewhat stagnant. Many of the films that were produced are also not yet in theaters, or not yet included in the figures. Also, at the end of the summer (although in Germany it has already been 3 weeks), many new series of the big brands are coming to Disney+. That you do not want to bring them live in the middle of the summer is clear, so it is important here to look at the forecast and then the next numbers. So it wasn't a huge disappointment at first, but it wasn't a complete surprise either. It continues to run sluggishly with a tendency upwards. I will definitely remain invested here and continue to look at it. Another tranche is still ready if necessary.

How do you see Disney positioned for the future?

Let's look at the rest of the trading day. After all, the market seems to still be in a summer mood and is still on vacation. Today for me especially the $MUV2 Munich Re interesting.

Economic data

14:30

• US: Initial jobless claims (week) PROGNOSIS: 230,000 previously: 227,000
• US: Consumer Prices July PROGNOSE: +0.2% yoy/+3.3% yoy previous: +0.2% yoy/+3.0% yoy Core Consumer Prices PROGNOSE: +0.2% yoy/+4.8% yoy previous: +0.2% yoy/+4.8% yoy
• US: Real income July

22:05

• UK: MSCI, quarterly index review

No time stated

• AT: Opec monthly oil market report

Quarterly figures / corporate dates USA / Asia

12:40 Alibaba quarterly figures

22:15 News Corp quarterly figures

Quarterly figures / Company dates Europe

06:45 Hellofresh | Zurich Insurance | Basler

07:00 Allianz | Ceconomy | Deutsche Telekom

07:00 Evonik | K+S | Knorr-Bremse | LEG Immobilien

07:00 RWE | Siemens | SMA Solar | Thyssenkrupp

07:00 Vitesco | Wienerberger | Aareal Bank

07:00 Deutsche Pfandbriefbank | Grenke

07:00 Hamborner Reit | Knaus Tabbert

07:30 Compugroup Medical | Gea Group | Henkel

07:30 Munich Re | Rheinmetall | Novo Nordisk

07:30Aurelius Equity Quarterly Figures

07:30 Bike24 | Deutz | GFT Technologies

07:30 Hapag-Lloyd | Indus Holding | Instone

07:30 Mutares | SAF-Holland | MLP Quarterly Figures

07:45 Jungheinrich | Zeal Network | Eckert & Ziegler

08:00 Cancom | PNE AG | Deutsche Beteiligungs AG

08:00 Leifheit | Secunet Security | Westwing

08:00 Deliveroo Quarterly Figures

08:30 Helma Eigenheimbau Quarterly Figures

11:00 Medigene AGM

18:30 Metro Quarterly Figures

#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#dividenden
#waltdisney
#munichre

For me, there is no better / more constant share than #munichre

Has anyone ever heard of an index that tracks all reinsurers?

#reinsurance #munichre
#hanoverre
#index
#versicherung