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
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#Siemens

I am really glad to have invested in Siemens in 2020 and will continue to do so. A nice little report on how Siemens plans to keep growing.

what do you think of Siemens and have you also invested in #siemens 👍🏻 #siemensenergy 🚀#siemenshealthineers 🦍 invested?

P.s. I find the exchange with the getquin community really great 😉

Technology giant presents concept

Siemens announces billion-dollar investment - new high-tech factory planned

Technology giant Siemens on Thursday unveiled a multi-billion investment strategy. Among other things, the company hopes this will strengthen growth and innovation.

Siemens has announced billions in investments in factories and research in Asia, the U.S. and Europe:

• Siemens presents Investment Strategy - 2 billion euros
• Company is also one of the most important most important employers
• Technology giant builds new high-tech factory in Singapore
• Further investments in Europe and the USA are to follow

Siemens on Thursday (June 15, 2023) announced a investment strategy amounting to two billion euros. presented. The measure is intended to accelerate future growth and drive innovation. According to the company, resilience is also to increase in the future. The technology giant is one of the most important employers in Franconia - especially in Erlangen. This is also where ein jahrzehntealter Nürnberger Standort verlagert. The Siemens subsidiary Healthineers has also announced, eine neue Fabrik in Forchheim bauen zu wollen. For the gigantic project, the company plans to invest 80 million euros and create create new jobs new jobs. The investments now announced are distributed worldwide - Europe and Germany are also financial beneficiaries.

Siemens to invest billions in Asia, USA and Europe

As Siemens announced on Thursday, the company is scaling up its global investments in factories and other facilities. upwards. In the current year, investments totaling 2 billion euros will be announced, the company said Thursday (June 15, 2023). That would be twice as muchthan in the last two years combined, said Group CEO Roland Busch. However - as of Thursday - around 1.2 billionknown. The remaining 800 million 800 million is to flow into the U.S. and Europe, but Busch did not say exactly what it would be used for.

Siemens recently announced the construction of a new high-tech factory in Singapore with 400 jobs for 200 million. In addition, the plant in Chengdu, China, will be expanded for 140 million euros, also creating 400 new jobs. Both factories produce automation technology for machines and production plants.

Investments have already been known for some time, including in the Czech Republic, Amberg, Frankfurt and the USA.. In parallel with the €2 billion investments, Siemens plans to increase its spending on research and development. They are to be 500 million above the previous year, which will benefit in particular the areas of artificial intelligence and industrial metaverse, where Siemens is working with, among others, Nvidia and Microsoftcollaborations. Both figures include the majority stake in Siemens Healthineers. With the investments known so far, that adds up to 260 million, according to Busch.

New high-tech factory in Singapore with 400 jobs - how much will be invested in Germany?

The decision in favor of Singapore Busch justified the decision in favor of Singapore as the location for the new factory, among other things, with the fact that thanks to the free trade agreement all Asian markets could be markets could be supplied from there. The CEO denied reports that he had actually preferred China as the location and that Singapore had only been chosen under pressure from the Supervisory Board. He also denied calls from politicians for the economy to become more more independent of China China had nothing to do with it. In addition, the company is investing in China to meet the strong demand there. Overall, Siemens wants to diversify its production and make itself more independent.

Siemens is growing significantly faster than the marketBusch said. "That's why we're announcing today an investment strategy to drive future growth, drive innovation and also increase our own resilience." How much of the 2 billion euros will ultimately be invested in Germany will be invested, Busch did not say on Thursday. But when asked if the bulk of the jobs would be created outside Germany, he said no. Business at Siemens is currently humming.

In the fiscal year that began in October, the company has already raised its forecast twice. Meanwhile, in May, Siemens Healthineers opened its neues Aus- und Weiterbildungszentrum in Erlangen. With this project, the Siemens subsidiary aims to counteract the shortage of skilled workers, among other things.

Hello, when importing my Scalable portfolio, I noticed that some dividends from 2023 were not tracked. For example #sixt and #siemenshealthineers
@Kundenservice

I actually only bought getquin for tracking and forecasting dividends, because #scalablecapital does not provide any statistics here.

Of course, I now have little confidence in the evaluations. How can I troubleshoot here? I am unsure whether other dividends are missing, especially as I am unsure whether I should track by value date or ex-dividend date.

My problem is also that I switched from #consorsbank to Scalable and Scalable valued the shares in the overall overview with the value of the share on the day of delivery. This means that only the overview at individual share level is correct for me when I want to calculate the overall performance of my portfolio. Unfortunately, getquin also uses this incorrect information.

I look forward to your advice!

Thank you very much.

Economy on 15.02.2023...

The flood of numbers continues. Now comes EU dazu⤵️

Yesterday there were again some numbers and also the US consumer prices. I have reported in the evening in this article:

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

Today also come again many numbers and data. The market is just somewhat difficult to assess. One has the feeling that is waiting for something.

I currently continue to feel very comfortable passively on the sidelines and will continue to keep the cash high. Nobody forces you to invest too early. I am invested and take in any case the way up and the way down, I stand ready with cash. Plan also still the one or other partial sale, to take some pressure from the depot and from the partly high increases, to take some profit. Here I have for example my MüRück in view. There also come soon the figures. Let's see what will happen today:

Economic data (abbreviated version)

08:00

• UK: Consumer Prices January PROGNOSIS: -0.3% yoy/+10.3% yoy previously: +0.4% yoy/+10.5% yoy

11:00

• EU: Industrial production December Eurozone PROGNOSIS: -0.6% yoy/-0.7% yoy previously: +1.0% yoy/+2.0% yoy
• EU: Trade Balance December

14:30

• US: Retail sales January PROGNOSIS: +1.9% yoy previous: -1.1% yoy Retail sales ex motor vehicles PROGNOSIS: +0.9% yoy previous: -1.1% yoy
• US: Empire State Manufacturing Index February PROGNOSIS: -20.3 previous: -32.9

15:00

• EU: ECB President Lagarde, participation in plenary debate in the European Parliament on ECB Annual Report 2021, Brussels

15:15

• US: Industrial Production and Capacity Utilization January Industrial Production PROGNOSE: +0.4% yoy previous: -0.7% yoy Capacity utilization PROGNOSE: 79.0% previous: 78.8%

16:00

• US: December inventories PROGNOSE: +0.3% yoy previous: +0.4% yoy

16:30

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

Untimed:

• BE: Conclusion of two-day meeting of NATO defense ministers.
• EU: European Parliament, meeting to mark upcoming first anniversary of Russian invasion of Ukraine
• EU: Entry into force of wholesale gas price cap

Quarterly figures / Company dates USA / Asia

13:00 Kraft Heinz quarterly figures

22:05 Cisco Systems quarterly figures

Quarterly figures / Company dates Europe

07:15 Dic Asset detailed annual results

07:25 Telecom Italia annual results

07:45 Kering | Ahold Delhaize quarterly results

08:00 Glencore | Barclays | Heineken annual results

09:30 Stabilus AGM

10:00 Siemens Healthineers AGM

#quartalszahlen
#boerse
#börse
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#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#cisco
#kraftheinz
#siemens
#siemenshealthineers
#kering