Jungheinrich Pref Shs

- The Essen-based construction group has built up a significant lead; its shares have gained 190% in recent months, driven by rising infrastructure spending in defense and data center construction.

With a free float market capitalization of €7.2 billion, Hochtief is the leading candidate for promotion.

$LHA (+0.28%) Lufthansa

- The founding member from 1988, which was relegated to the MDAX in 2020 during coronavirus, is aiming to climb back up again. With a free float market capitalization of €8.1 billion, Lufthansa is even just ahead of Hochtief, but the Iran conflict makes its ascent uncertain.

June 2026:

Possible relegation candidates

According to Deutsche Bank analysts, these two stocks are the main candidates for relegation:

$ZAL (-6.77%)

Zalando - Share price decline makes the online fashion retailer a clear candidate for relegation

$PAH3 (-6.28%)

Porsche Automobilholding (SE) - Considered to be the main candidate for relegation; if Porsche SE leaves the DAX, it could remain in the MDAX permanently, as the company does not currently meet the EBITDA requirement (positive EBITDA in the last two financial years)

Special case:

$BMW (-3.51%)

BMW weighting increases

Irrespective of ascents and descents, BMW will gain significantly in weight in the DAX: The BMW Annual General Meeting approved the conversion of all preference shares into ordinary shares, which should increase the free float share by almost 20%.

BMW's index weighting could rise from 1.2% to around 1.5% - approximately € 70 million will flow into BMW shares from ETFs alone as a result.

Note: The final decision will be made on June 4, 2026.

Until then, market conditions may still change - the race between Hochtief and Lufthansa in particular is considered to be very close.

1 Comment

Uwe@SchlaubiSchlumpf

1Wk

Ah, the DAX! One of the few indices that doesn't immediately include " $SPCX "

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Chris

@Multibagger

5Mon·

Let's get the year off to a good start

First with the sales! I first need money to invest.

Opening a discount store $JUN3 (-1.38%) I was more likely to take the profit. Even if there is still a lot to gain, but time is running out. And + 75% is hardly ok.

02.01

DZ BANK AG Deutsche Zentral-Genossenschaftsbank Warrant 2025-20.03.26 on Jungheinrich Vz

Sold at €1.87

finanzperpetuum

@finanzperpetuum

7Mon·

Jungheinrich surprises positively despite red figures due to cost-cutting program

"HAMBURG (dpa-AFX) - The forklift truck manufacturer JungheinrichJUN3was in the red in the third quarter, as expected, partly due to the costs of implementing its cost-cutting measures. In addition, there was the loss-making sale of the Russian subsidiary and a loss from the disposal of capitalized development expenses for a discontinued technology, according to the quarterly report presented in Hamburg on Wednesday. The Hamburg-based company confirmed its annual targets after they had been revised twice in July. Analysts were positively surprised, as were investors."

https://de.tradingview.com/news/dpa_afx:7bb4b79352fd0:0/

$JUN3 (-1.38%)

greenMoney

@greenMoney

9Mon·

Subsequent purchases

$6752 (-1.58%) electric mixed-truth store

$JUN3 (-1.38%) pallets do not move by themselves

both with very good market positioning

usere3ee894437134c25

@usere3ee894437134c25

11Mon·

Getting started?

$JUN3 (-1.38%)

I would be interested in your opinion on joining Jungheinrich, a well-positioned company in my eyes. What is your opinion?

5 Comments

Smudo@Smudeo

11Mon

CEO Lars Brzoska confirmed the previous forecast for 2025 after a solid start to the year in line with the circumstances. Despite persistently sluggish demand in Europe, incoming orders increased by 1.7% to just under EUR 1.39 billion, sales rose by 2.4% to EUR 1.31 billion and the EBIT margin remained unchanged at 8.0%. Although the consensus does not yet reflect the management targets, the share ( DE0006219934) is attractively valued (2026 P/E ratio: 11).

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Novius

@Novius

11Mon·

The top 10 for the 3rd quarter

Since September 1999, Bankhaus Metzler has published a list of ten German shares that it recommends for the following quarter. Since then, this top ten list has achieved a return of more than 600 percent. In the same period, Germany's leading index, the Dax, gained around 350 percent.

The research team has now published the top 10 for the third quarter.

4 DAX stocks

$DB1 (-0.83%)
$MUV2 (+0.01%)
$SIE (-1.91%)

3 MDAX stocks

$BC8 (-0.84%)
$EVK (-0.69%)
$JUN3 (-1.38%)

2 SDAX stocks

$BFSA (-0.75%)
$VOS (-2.79%)

1 stock outside the indices

$IVU (+0.89%)

Source: Handelsblatt, 04.07.25

4 Comments

finanzperpetuum@finanzperpetuum

11Mon

I'm on board with $VOS and $JUN3. I continue to be very optimistic about both and see them as very well positioned for the future.

Here is a nice presentation from Jungheinrich on Strategy 2030, focusing on growth in North America and APAC. What we often forget is that it's not just about selling trucks. Those days are long gone. The magic word is intralogistics and Jungheinrich can offer the complete package. What the BNP analyst said a few days ago somehow doesn't fit in at all.

https://media-live2.prod.scw.jungheinrichcloud.com/resource/blob/1971594/ea420401f415c1bc78c8d3962bcbadb4/praesentation-strategie-2030--data.pdf

"Exane analyst Christoph Blieffert downgraded Jungheinrich to "Neutral" and pointed to the forklift truck manufacturer's limited growth potential. Among other things, the recently announced withdrawal from the Russian market could slow down growth. Kion, on the other hand, should benefit more from the new German government's financial package."

•

finanzperpetuum

@finanzperpetuum

1Yr·

Investment booster boosts my portfolio

$JUN3 (-1.38%)
$VOS (-2.79%)
$VIB3 (-0.95%)

My 3 depot candidates have been running very well for a few days now.

Jungheinrich will certainly benefit from the investment booster (declining balance depreciation for movable assets). At the moment I have also cracked the 1000% total performance again. Boring depot rocket.

Vossloh ... yes, just rail

"Just seven weeks in office, Germany's new transport minister announced on Tuesday, der Bund werde zur Sanierung maroder Strecken der Deutschen Bahn (DB) bis 2029 rund 107 Milliarden Euro zur Verfügung stellen. minutes later, the Sauerland-based manufacturer of switches and railroad sleepers was worth almost 50 million euros more on the Frankfurt Stock Exchange."

And at Villeroy&Boch, the construction turbo may be igniting

" Federal Building Minister Verena Hubertz. "Adding storeys, redensification and new construction"

The $MC (+0.18%) Odyssey more than makes up for. So always diversify.

2 Comments

Robert@Baraccus

1Yr

$JUN3 has earned me a nice 60% so far this year

••

finanzperpetuum

@finanzperpetuum

1Yr·

Jungheinrich Forecast For 2025 Remains Unchanged

FORECAST FOR 2025 REMAINS UNCHANGED
EARNINGS BEFORE TAXES (EBT) REACHED 97.1 MILLION EUROS IN Q1 OF 2025 (PREVIOUS YEAR: 95.6 MILLION EUROS)
EARNINGS PER PREFERRED SHARE WERE 0.69 EUROS (PREVIOUS YEAR: 0.68 EUROS)

Once again some exciting insights from a pearl from the second row. One of my all-time favorites 😍

https://media-live2.prod.scw.jungheinrichcloud.com/resource/blob/1971594/ea420401f415c1bc78c8d3962bcbadb4/praesentation-strategie-2030--data.pdf

$JUN3 (-1.38%)

Jack

@JackB

1Yr·

Potential?

$JUN3 (-1.38%)

I currently don't know whether I should sell this position, since I entered last November I am up about 40%. That was about my target for the year, I didn't think it would go up so quickly.

Better to hold or sell?

4 Comments