Quarterly figures on 26.01.2023...

Can the numbers still mess up this day?⤵️

$V
Visa:

First-quarter earnings per share of $2.18 beat analyst estimates of $2.01. Revenue of $7.9 billion beat expectations of $7.7 billion.

$INTC
Intel:

Misses analyst estimates of $0.23 in the fourth quarter with earnings per share of $0.10. Revenue of $14 billion below expectations of $14.57 billion. Intel expects first quarter revenue of only $10.5-11.5 billion (Wall Street consensus $13.96 billion).

$MA
MasterCard:

Beat analyst estimates of $2.58 with fourth-quarter earnings per share of $2.65. Revenue of $5.8 billion in line with expectations.

$MC
LVMH:

Improves fourth-quarter sales organically by nine percent to 22.7 billion euros. Full-year revenue at 79.2 billion, up from 64.2 billion a year earlier. Operating profit 2022 at 21.05 billion euros (previous year 17.2 billion). Net profit at 14.1 billion (previous year 12 billion).

$SAP
SAP:

Achieves 4th. Q4 revenue of €8.44 billion (PY: €7.98 billion, analyst forecast: €8.56 billion), cloud revenue of €3.39 (PY: €2.61 billion, forecast: €3.48 billion), Ebit (adjusted) of €2.47 billion (forecast: €2.56 billion), free cash flow of €4.35 billion (PY: €5.05 billion), and net income of €332 million (PY: €1.44 billion, forecast: €845 million). In the 2023 outlook, SAP expects revenue (cloud and software, constant currency) of €28.2 billion to €28.7 billion (forecast: €28.7 billion), cloud revenue (constant currency) of €15.3 billion to €15.7 billion (forecast: €15.8 billion), free cash flow of around €5.0 (PY: €4.35 billion) and Ebit (constant currency) of €8.8 to €9.1 billion (forecast: €8.98 billion), medium-term targets until 2025 confirmed. SAP expects earnings before interest and taxes (currency-adjusted) adjusted for special effects to increase by 10% to 13% to €8.8 billion to €9.1 billion in 2023. SAP aims to generate between 22% and 25% more revenue from cloud software in the current year adjusted for special effects, while CEO Christian Klein expects an increase of between 6% and 8% in total product revenue.

$AAL
American Airlines Group Inc:

Beat analysts' estimates of $0.83 in fourth-quarter earnings per share of $1.17. Revenue of $13.2 billion beat expectations of $12.88 billion.

$DGE
Diageo:

Spirits maker Diageo earned more in the first half of fiscal 2022/23 thanks to increased sales volume and higher prices. The London-based maker of Johnnie Walker Scotch whisky, Guinness stout and Smirnoff vodka posted a pretax profit of 3.06 billion pounds (3.5 billion euros) in the six months to Dec. 31, up from 2.72 billion pounds a year earlier. The company said organic net sales grew 9.4 percent, above the company's consensus estimate of 7.9 percent. This was driven by organic volume growth of 1.8 percent and positive price/mix of 7.6 percent, primarily from price increases across all regions. The company added that organic net sales of super premium plus brands grew 12 percent. Net sales rose to 9.42 billion from 7.96 billion pounds a year earlier. A FactSet consensus estimate, based on forecasts from three analysts, saw Diageo's net sales at 9.22 billion pounds. Operating profit was 3.16 billion pounds, up from 2.74 billion a year earlier. The board declared an interim dividend of 30.83 pence per share, up from 29.36 pence a year ago.

$SRT
Sartorius:

Achieves 2022 sales of €4.18 billion (previous year: €3.45 billion, analyst forecast: €4.2 billion); order intake of €4 billion (previous year: €4.27 billion); Ebitda (adjusted) of €1.41 billion (previous year: €1.18 billion, forecast: €1.4 billion); and adjusted net profit of €655 million (previous year: €553 million, forecast: €665 million). In the outlook for 2023, the company expects sales to increase by a low single-digit percentage. For 2025, sales are seen at €5.5 billion (previously: approx. €5 billion).

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#visa
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#diaego
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#sartorius

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 29.03.2023...

Tired 🥱, vacation😴, children 👨‍👩‍👦‍👦, bed 🛌 ... ⤵️

Ha ha, the headline is my morning routine in the next few days. Currently have forced vacation as I had too many days left over from last year. I am currently using this time to finish up some projects at home again. I still have to get up in the morning to make sure that my two friends get the bus on time. You can also set 3 alarm clocks, they know how to turn off and turn around again. That must have looked at by someone 🧐🤓

Well, that's why I will post in the next few days, maybe not quite so regular. But today I have times enough time, but immediately disappeared again. I have my one question for you:

I would like to edit one of these topics in one of the next posts. Vote times please.

👍 This topic is mainly addressed to those who not only invest in ETFs, but do a little more stock picking and put a lot of time into the stock market. "How do I also find a balance sometimes and not let the stock market determine my life, but rather determine the stock market"

❤️ Companies of the future. Together times look at a few companies and look for the companies of the future. Quasi a growing contribution make. After I have introduced a few, look at your suggestions and expand the contribution.

Since I am currently on vacation, I do not get everything on the market and can report this morning, relatively little. I use the time simply more for many projects outside of stock exchange and MVzK. But today again as usual the Daily Outlook:

Economic data (shortened version)

08:00

• DE: GfK consumer climate indicator April PROGNOSIS: -29.0 previously: -30.5
• DE: Public sector debt

08:45

• FR: Consumer confidence March PROGNOSIS: 81 previously: 82

11:00

• DE: Federal Government, Cabinet Meeting

12:00

• DE: Federal Ministry of Finance, virtual press briefing on "Combating Financial Crime - Establishment of a Higher Federal Authority for Combating Financial Crime (BBF)", Berlin
• DE: Association of German Banks, presentation of new economic forecast

16:00

• US: Hearing of Treasury Secretary Yellen at the House Appropriations Committee.
• US: Fed Governor Barr (voting on FOMC), hearing before the House Financial Services Committee on Silicon Valley Bank and Signature Bank.

16:30

• US: Crude oil inventory data (week) from the government's Energy Information Administration (EIA).

Untimed:

• EU: rating review for Austria (Fitch); Czech Republic (Fitch);

Quarterly figures / corporate dates USA / Asia.

17:30 Intel: Investor Day

Quarterly figures / corporate dates Europe

07:00 Aroundtown | Kontron annual results

07:30 Koenig & Bauer | Jenoptik Annual Results

08:00 Leifheit | PNE AG Annual Results

10:20 PSI Software Annual Results

12:00 Sartorius AGM

Without times: Flatexdegiro | MTU Aero Engines

#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
#urlaub
#alltag
#garten
#projekte
#freizeit
#intel
#sartorius

Economy on 13.10.2023...

Friday the 13th and off goes the new quarterly season

The companies open the books again and the right start, are as always the banks, which disclose their quarterly figures today. I'm curious how generally the summer and vacation quarter went so. Economically, Q3 and Q4 are always the strongest. Maybe that ignites now also the "Uptober" something.

However, the day starts with a profit warning at Sartorius. Investors in Sartorius can already tick off the 2023 stock market year. Now everything has to be better in 2024. After weak figures, Sartorius shares initiated a recovery in July. Among other things, this was due to statements made by the CEO in a call, according to which he expected orders to pick up by the end of the third quarter. However, as it now turns out, the operating business continues to be very sluggish. According to preliminary figures, Group sales in the first nine months fell by 18% from EUR 3.113 billion to EUR 2.546 billion. EBITDA decreased to EUR 733 million (previous year: EUR 1.05 billion). The margin decreased from 33.8% to 29.0%.

Next week, things will really get going and we will also have a lot of content about quarterly figures again. Let's take a look at today. One could almost be glad again, that it is the last trading day this week...

Economic data

11:00

• EU: Industrial production August Eurozone PROGNOSIS: 0.0% yoy/-3.6% yoy previous: -1.1% yoy/-2.2% yoy
• DE: VW: Group deliveries September and 3Q

11:30

• DE: Government-PK

14:30

• US: Import and Export Prices September Import Prices PROGNOSIS: +0.5% yoy Previous: +0.5% yoy

15:00

• US: Fed Philadelphia President Harker (2023 voting member of FOMC) speaks at Delaware State Chamber of Commerce

16:00

• US: Index consumer sentiment Uni Michigan (1st survey) October PROGNOSIS: 67.4 previously: 68.1

Without time

• DE: Federal Ministry of Economics, Monthly Report on the Economic Situation October
• MA: Annual Meetings of the International Monetary Fund (IMF) and the World Bank (until Oct. 15), Marrakech
• EU: Rating review for Slovenia (Moody's); European Union (Moody's); Hesse (S&P); s); Hesse (S&P); Saudi Arabia (Moody's)

ex-dividend of individual stocks

TTEC HOLDINGS INC 0.4938 EUR

Quarterly figures / Company dates USA / Asia

11:55 Unitedhealth quarterly figures

12:30 PNC Financial Services Quarterly Figures

12:45 JP Morgan | Wells Fargo quarterly figures

14:00 Citigroup quarterly figures

Quarterly Figures / Company Dates Europe

07:00 TomTom quarterly figures | Fraport traffic figures September

11:00 VW: Deliveries Group September and 3Q

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

Economy on 26.01.2023...

And the flood of numbers continues. Today Visa and Co⤵️

Today, unfortunately, times a little later the contribution and a little shorter. Markets look a little friendlier this morning and the numbers from yesterday, have certainly also contributed a part. You can find the numbers here:

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

Let's see what the day today so delivers. There are again some blue chips:

Stock market holiday in Australia and China

Economic data

09:00

• DE: Bundestag, plenary session with government statement by Federal Minister of Economics Habeck

10:00

• DE: German Insurance Association (GDV), Annual-PK 10:00 DE: IG Metall, Annual-PK
• DE: Konrad-Adenauer-Stiftung, Energy Conference "The Power of Crisis: Energy of the Future".

10:30

• DE: Bundesverband Großhandel, Außenhandel, Dienstleistungen, PK on the economic situation and outlook for the German wholesale sector

12:00

• DE: Chairman of the Council of Economic Experts Schnitzer, speech at the International Club of Frankfurt Business Journalists

14:30

• US: GDP (1st release) 4Q annualized PROGNOSE: +2.8% yoy 3Q: +3.2% yoy GDP deflator PROGNOSE: +3.2% yoy 3Q: +4.4% yoy
• US: Initial jobless claims (week) PROGNOSIS: 205,000 previous: 190,000
• US: New orders for durable goods December PROGNOSIS: +2.4% yoy previous: -2.1% yoy
• US: Chicago Fed National Activity Index (CFNAI) December

16:00

• US: New home sales December PROGNOSE: -3.9% yoy previous: +5.8% yoy

Quarterly figures / Company dates USA / Asia

07:00 Hyundai quarterly figures

13:00 American Airlines Group quarterly figures

14:00 Mastercard quarterly figures

22:01 Intel quarterly figures

22:09 Visa quarterly figures

Quarterly Figures / Company Dates Europe

07:00 SAP | Sartorius | Nokia Quarterly Figures

07:20 Volvo AB quarterly figures

08:00 Diageo plc 1H Results

17:45 LVMH annual results

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#community
#communityfeedback
#beitrag
#politik
#news
#newsroom
#nachrichten
#gutinformiert
#boerse
#börse
#aktien
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#täglich
#investieren
#geld
#quartalszahlen
#aktienmarkt
#investment
#deutschtland
#visa
#mastercard
#lvmh
#intel
#americanairlines
#sap
#diaego
#nokia
#sartorius