Economy on 05.06.2023...

Today Apple developer conference, maybe there will be announced a surprise. There are rumors ⤵️

Last week has probably pleased every shareholder once again and the depots were once again pumped up something. Whether this was just hot air or also supports the market in the long term, we will see in the next few days.

$MMM
3M has turned at a very nice support zone, The $P911
Porsche SE has arrived at a nice buyable zone.

Big-Tech is pulling ahead and leaving everything behind. This of course pleases in my depot $ZS
Zscaler, which was on the flop list in April and now leads May. $CRM
Salesforce continues to lead 2023 for me but there was a change in 2nd and 3rd place. $AMZN
Amazon has now overtaken $AAPL
Apple on place 2 in my performance 2023 replaced. Amazon now also with the ambition to enter the mobile market. That gave then also immediately some at pressure with $TMUS
T-Mobile US and also AT&T (in which I am also invested). So that could still be exciting. If this becomes a bit more concrete, I could also imagine $T
selling AT&T now at a high loss and then raising Amazon a little bit. but I'll take a look at it.

There are rumors on the net that today in the Apple WWDC an announcement about the AR glasses should fall. This could of course be very exciting. Especially because that could fit the current happening in the market. But maybe they are just rumors.

What will we expect today so:

Economic data

08:00

• DE: Trade balance April Trade balance seasonally adjusted PROGNOSE: +16.6 bn euro previous: +16.7 bn euro Exports (real, seasonally adjusted) PROGNOSE: -2.8% yoy previous: -5.2% yoy Imports (real, seasonally adjusted) PROGNOSE: -2.0% yoy previous: -6.4% yoy

08:30

• CH: Consumer Prices May PROGNOSIS: +0.3% yoy/+2.1% yoy previous: 0.0% yoy/+2.6% yoy

09:45

• IT: Purchasing Managers' Index/PMI non-manufacturing May PROGNOSIS: 57.1 previous: 57.6

09:50

• FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: 52.8 1st release: 52.8 previous: 54.6

09:55

• DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: 57.8 1st release: 57.8 previous: 56.0 Purchasing managers' index, total (2nd release) PROGNOSIS: 54.3 1st release: 54.3 previous: 54.2

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) May PROGNOSIS: 55.9 1st release: 55.9 previous: 56.2 Purchasing managers' index, total (2nd release) PROGNOSIS: 53.3 1st release: 53.3 previous: 54.1

10:30

• UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) May PROGNOSIS: n.a. 1st pub.: 55.1 prev.: 55.9

11:00

• EU: Producer prices April Eurozone PROGNOSIS: -3.0% yoy/+1.5% yoy previous: -1.6% yoy/+5.9% yoy

15:45

• US: Purchasing Managers' Index/PMI Service (1st release) May PROGNOSIS: n/a previously: 53.6

16:00

• US: Industrial new orders April PROGNOSIS: +0.8% yoy previous: +0.9% yoy
• US: ISM non-manufacturing index May PROGNOSIS: 52.5 points previously: 51.9 points

Quarterly figures / corporate dates USA / Asia

17:00 UnitedHealth AGM

19:00 Apple: Start of developer conference with keynote address

Quarterly figures / Company dates Europe

11:00 SFC Energy AGM

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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

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#fed
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#zinsen
#ezb
#dax
#inflation
#paypal
#waltdisney
#disney
#hellofresh
#dividende
#dividenden
#zscaler

Economy 09.05.2023...

Zscaler📈 Paypal📉. Nintendo today with numbers and some MDAX changes ⤵️

The forecast increase from $ZS
Zscaler for the full year, has brought me back quite a bit closer to profitability. The stock was up over 20%. I will hold this position much longer, as I think the digital security sector will become very important. $PYPL
Paypal was on everyone's radar yesterday and expectations were high, maybe too high? I myself expected a few more. The expectations of the analysts were exceeded and the share reacted with -4%. Since everything went after-hours, especially the call, you have to see what's going on today then 15:30. I will look again today, whether in the call something was told to standing annual forecast. But I still think that the share is very strongly undervalued. No matter how the movement is today or in the next few days, in the long term the company is healthy and the growth is good.

Today, a company will move up from the SDAX to the MDAX, where I can only watch with a teary eye. $S92
SMA Solar. This I bought in the low at 28€ and then sold in the first high at 64€. After that, the boost really kicked in here and we are now at just under 107€. Madness. I have made good returns, but I would not have expected so quickly. or without further setbacks, not. But that's the stock market. Sometimes you win and sometimes you lose, in this case I would rather say that everyone has won.

Then today there will be the figures from $7974
Nintendo, where I am very excited. Friday comes out the new Zelda. Maybe all the pre-sales are already included here? Exactly I do not know. Also rumored, about a new Switch, still this year. The Switch is currently the most successful console from Nintendo and to the most successful handheld from Nintendo, the way is no longer so far away. Exciting story and I love the console myself. The console is already about 6 years old and clearly the sale here is slowly declining. Nintendo are for me currently also rather buying opportunities. Dividend is doing well and there seems to be a lot going on. Also the film Mario Bros. has been a success in theaters. I look forward to the numbers. What do you think about Nintendo, SMA Solar, Zscaler or Paypal?

There is a lot going on today, let's take a closer look:

Economic data

08:00

• DE: Truck Toll Road Performance Index April

11:30

• DE: Auction result reopening 2.2%-Bundesobligation over 5bn Euro maturing 13.04.2028

12:00

• DE: Bundesverband der Windparkbetreiber Offshore, PK on the topic "Offshore wind energy - THIS must happen now".

22:30

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

Without time

• DE: Federal Supreme Court (BGH), ruling on so-called negative interest rates from promissory note loans
• UA: EU Commission President von der Leyen, trip to Kiev for talks with Ukrainian President Selenskyj
• FR: German Foreign Minister Baerbock, meeting with French President Macron and participation in meeting of French Council of Ministers, Paris
• US: Fed New York President Williams (voting member of FOMC), speech at Economic Club of New York
• U.S.: President Biden, meeting with top Senate and House officials on debt ceiling

The following index changes will take effect at the start of trading:

• MDAX NEW ADJOURNMENT: SMA Solar
• MDAX ACCEPTANCE: Evotec

• TecDAX NEW ADOPTION: Kontron
• TecDAX OUTPUT: Evotec

• SDAX NEW ADOPTION: Suess Microtec
• SDAX OUTPUT: SMA Solar

ex-dividend of individual stocks

Danone 2.00 EUR

Schneider Electric 3.15 EUR

Quarterly figures / Company dates USA / Asia

08:00 Nintendo quarterly figures

12:55 Under Armour quarterly figures

22:05 Airbnb quarterly figures

Without times: Electronic Arts | Warner Music | Coty Quarterly figures

Quarterly figures / Company dates Europe

07:00 Carl Zeiss Meditec | Daimler Truck

07:00 Evonik Industries | Fresenius Medical Care

07:00 Fresenius SE | K+S | Adva | Wacker Neuson

07:10 Norma Quarterly Figures

07:30 Dürr | Hensoldt | Manz | Mutares Quarterly Figures

07:40 Elringklinger Quarterly Figures

08:00 PNE | Schaeffler | Banca Monte dei Paschi

09:00 Endesa Quarterly Figures

10:00 Deutsche Lufthansa | Hugo Boss

10:00 Rheinmetall | SGL Carbon AGM

11:00 Zeal Network AGM

14:00 Hochtief quarterly figures

Without time data: Amadeus IT | Outokumpu Quarterly figures

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#zscaler

Economy on 08.06.2023...

Profit-taking must also be sometimes!!! ⤵️

Now it was yesterday times again so far, after several very very good days, there were also times again the profit taking on the market. For example $PYPL
Paypal now 7 Positive daily candles and has then perhaps at 63.5ß$ ne small resistance zone formed. Have me this morning not yet looked at all values, where it has rumbled yesterday something, because I was yesterday professionally much on the road.

But even if you look at $PEP
PepsiCo, it currently has a good momentum. Also a company like $SBUX
Starbucks and co, are running towards exciting buying prices again. So you can put it on your watchlist.

At $ZS
Zscaler, the setback was of course somewhat larger, but there you also have to look at the course of the last few days. It has led almost every day for me. These are quite classic profit-taking, which is also absolutely healthy. Nevertheless, one of the top values in 2023 so far.

In the crypto sector, everyone has certainly noticed the lawsuits. Of course, this has all neatly swarmed around here. Although I have seen this news for $BTC
bitcoin and $ETH
ethereum quite positive. Because what do people do now with their coins that are on "the list" of the SEC? Either cash out, or swap into BTC or ETH. I am of course a bit worried about my $SOL
SOL. But I don't have that many. I earn those through a Move 2 Earl app. So I don't buy those in. Have my Solana ey just staking (as I'm getting some training in that area. Will hold that for now and not move too fast. I can always advise that to everyone either way. Do not act too impulsively. It is often better to take the risk of losing a few percent than to stand outside and not be happy with what you have done. But always set yourself a limit and keep to it!

Let's look at the first of the day today. Have seen the $GME
GameStop reports numbers today. Stones are back?!!! They just have this meme investment stamp on it. Don't think they'll ever get it off, speaking of memes.... my $Pepe are well run :D but to this rather no further comments.

Economic data

11:00

• EU: GDP (3rd release) 1Q Eurozone PROGNOSIS: 0.0% yoy/+1.2% yoy 2nd release: +0.1% yoy/+1.3% yoy 4th quarter: 0.0% yoy/+1.8% yoy

14:30

• US: Initial jobless claims (week) PROGNOSIS: 235,000 previous: 232,000

16:00

• US: Wholesale sales April | ager stocks wholesale April (final)

Untimed:

• EU: European Court of Justice (ECJ) Opinion on State aid granted by Luxembourg to Amazon - EU: Meeting of Interior Ministers

ex-capital measure of individual stocks/ex-dividend of individual stocks

Cewe 2.45 EUR

Eckert + Ziegler 0.50 EUR

Gerresheimer 1.25 EUR

Jenoptik 0.30 EUR

Rhön-Klinikum 0.15 EUR

Surteco 0.70 EUR

Quarterly figures / Company dates USA / Asia

19:00 Apple Developer Conference WWDC (until 9.6.23)

20:00 Salesforce AGM

No time stated: Gamestop

Quarterly figures / Company dates Europe

08:00 Wizz Air Annual Figures

14:00 Volvo Cars Capital Markets Day

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#zscaler
#starbucks
#pepsico
#salesforce
#sec
#klagen
#gamestop

Economy on 05.09.2023...

September starts first vorsichtig⤵️

August has ended normally with trumpets. With me it is so that my portfolio is currently again very close to the ATH, where it last stood at the end of July. September starts first of all somewhat cautiously. Today also come some purchasing managers index and today still come the figures of $ZS Zscaler, which I am personally, for my own interests, very excited. For me, cyber security remains a very forward-looking market. We ourselves use Zscaler in our company and currently I can't say anything negative about it. However, we have only been using it for a year and I have been invested in Zscaler for much longer. The price targets of the analysts are between 225 and 120$. 28 of them recommend buying, 12 recommend holding and 1 recommends selling.

From the 1st quarter to the 2nd quarter, we had an increase of almost 14% and a revenue of 0.29$ to 0.42$ per share. Now we're looking at $0.49. So again from an increase. So I am very curious today.

Tuesday: Stock exchange dates, economic data, quarterly figures

Economic data

09:45

• IT: Purchasing Managers' Index/PMI non-manufacturing August PROGNOSIS: 50.1 previously: 51.5

09:50

• FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) August PROGNOSIS: 46.7 1st release: 46.7 previous: 47.1 Purchasing managers' index, total (2nd release) 1st release: 46.6 previous: 46.6

09:55

• DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) August PROGNOSIS: 47.3 1st release: 47.3 previous: 52.3 Purchasing managers' index, total (2nd release) PROGNOSIS: 44.7 1st release: 44.7 previous: 48.5

10:00

• EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) August PROGNOSIS: 48.3 1st release: 48.3 previous: 50.9 Purchasing managers' index, total (2nd release) PROGNOSIS: 47.0 1st release: 47.0 previous: 48.6

10:30

• UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) August PROGNOSIS: 48.7 1st release: 48.7 previously: 51.5

11:00

• EU: Producer Prices July Eurozone PROGNOSIS: -0.6% yoy/-7.6% yoy previous: -0.4% yoy/-3.4% yoy

14:30

• DE: Opening of IAA Mobility 2023 (2:40 p.m. speech by Federal Chancellor Scholz), Munich

16:00

• US: Industrial new orders July PROGNOSIS: -2.3% yoy previous: +2.3% yoy

ex-dividend of individual stocks

JACK IN THE BOX 0.4075 EUR

KOHLS CORPORATION 0.4631 EUR

LA-Z-BOY INC 0.1681 EUR

SOUTHWEST AIRLINES 0.1667 EUR

Quarterly figures / Company dates USA / Asia

No time stated: Zscaler, asana, GitLab

Quarterly figures / Company dates Europe

No time stated: Ryanair Holdings Capital Markets Day

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