everyone watch out I'm shopping, the share will explode next week !!! 💥
PumaDE0006969603PUMPUM
As every Sunday, the most important news from the past week and dates for the coming week.
Also as a video:
https://youtube.com/shorts/1XvAW5dIDFI?si=nl0PB75twJ5F_NzZ
Monday:
Good news in terms of inflation. Producer prices in Europe have fallen further by 7.8% compared to the same month last year. Energy prices have fallen particularly sharply.
Tuesday:
$TMV (+0.74%) TeamViewer unfortunately cannot meet high expectations. Although revenue rose by 7%, the Management Board emphasized the difficult environment, which also had an impact on billings. The majority of analysts continue to have a positive view of the share, with some even describing Teamviewer as 'undervalued', including Barclays analysts.
Wednesday:
The sheet at $PUM (+1.11%) Puma and $ADS (+3.13%) Adidas seem to be turning again. In recent years, Puma has grown faster than Adidas. In the first quarter, the 'big brother' was stronger again. Puma increased sales by 0.5% to 2.1 billion euros, Adidas by 8% to 5.5 billion euros. It is interesting to note that the change in growth correlates strongly with Björn Gulden's move to Adidas.
Despite many voices saying "you should buy now", real estate prices continue to fall. These are often interest-driven statements. The bottom of the real estate market does not yet appear to have been reached. This could change again with falling key interest rates. According to the Association of German Pfandbrief Banks, prices fell by an average of 5.3% in the first quarter. Residential real estate prices still fell by 4.3 %.
Thursday:
China's 🇨🇳 foreign trade appears to be picking up again. Imports grew by 8.4% compared to the same month last year. Contrary to the trend, imports from Germany fell by 2.6%. If the trend remains the same, the USA 🇺🇸 is likely to soon become Germany's most important trading partner. Exports to Russia also fell, probably due to new sanctions imposed by the USA.
The BoE is not changing the key interest rate of 5.25% in the UK 🇬🇧. Experts expect the first interest rate cut in the UK at the end of August. The decision was not taken unanimously.
Friday:
Consumer confidence in the US 🇺🇸 is falling, but this is also supporting the markets. In the meantime, 90% of market participants once again believe that the Fed will cut interest rates in early fall. At the beginning of the week, the figure was still at 50%.
Most important dates in the coming week:
Wednesday: 4:00 Economic data (China)
Wednesday: 14:30 Producer prices (USA)
Friday: 1:30 GDP figures (Japan)
Moin Moin,
I'm trying to take my retirement provision into my own hands. At the beginning, I had the following target allocation:
- 60% - $IWDA (+1.43%)
- 30% - $EIMI (+1.26%)
- 10% - $SMEA (+1.29%)
In the course of time, I have slightly lost my way and have also added a dividend ETF ($VHYL (+0.89%) ) and bought individual shares more frequently. I have no idea about analysis; I simply bought when the price seemed fair to me, sometimes more and sometimes less successfully.
I don't want to have to worry too much about my portfolio, but rather invest in a broadly diversified portfolio worldwide. I have the $SPYI (+1.51%) in mind, an ETF for x years.
Does it make sense to sell the accumulating ETFs? I'm thinking about selling the distributing $VHYL (+0.89%) together with a few individual shares like $VOW (+0.86%) and $PUM (+1.11%) to sell.
#etfs
#personalstrategy
#dividends
#stockanalysis
#portfoliofeedback
Of course, you can also simply save in the ACWI IMI instead of World + EM.
$PUM (+1.11%) Do you think it's a good time to start?
In 2024, there will be high-turnover sporting events that should tempt sportswear manufacturers to make purchases.
@Denny123456789
As every Sunday, the most important news of the last week, as well as the most important dates of the coming week.
Also as video:
https://youtube.com/shorts/qLbcyzKvS0k?si=vt2jUcG9x5NXRrh-
Monday:
After U.S. bonds scratched the 5% mark last week, the mark has now actually been briefly torn, putting further pressure on the markets. The last time the U.S. paid such high bond yields for 10-year government bonds was in 2007.
Consumer sentiment in the euro zone deteriorated further to -17.9 points. However, a decline to -18.2 was expected. This is the third month in a row with a decline in consumer sentiment.
At $VAR1 (+1.27%) Varta, short sellers are probably closing out their first positions. As a result, the share rises, because Varta shares must be bought to close positions of short sellers. Reason for the abandonment of short selling are rumors about an Apple order.
First promising study results of the cancer vaccine CARVac from $BNTX (-3.73%) Biontech. Vaccination with mRNA technology stopped 95% of tumors, in some cases even shrinking them (in 30%). Two patients (out of 44) experienced side effects, in one case life-threatening. The stock reacted positively.
Tuesday:
$PUM (+1.11%) Puma continues to grow, but at a slower pace. In the third quarter, revenues increased by six percent to EUR 2.3 billion after adjusting for foreign exchange. By contrast, operating profit fell by 8% to EUR 236 million.
The S&P Global purchasing managers' index continued to fall. In October, it fell by 0.6 points to 45.8. Above a threshold of 50 points, the barometer signals growth.
$MMM (+0.33%) 3M exceeds expectations. Earnings were $2.68 per share in the latest quarter, compared with expectations of $2.34. After the good figures, the forecast was increased. In particular, the cash flow is convincing.
https://www.onvista.de/news/2023/10-24-3m-prognoseerhoehung-endet-die-talfahrt-der-aktie-21-26190905
Both $MSFT (+1.41%) Microsoft and $GOOGL (+1.53%) Alphabet show double-digit growth. Microsoft increased quarterly revenue by 13% to $56 billion, Alphabet by 11% to $77 billion. Both Microsoft and Alphabet exceeded expectations in most figures. However, Alphabet's important cloud business performed worse than expected.
Wednesday:
The $DBK (+1.6%) Deutsche Bank earned less than in the same quarter last year, but more than expected. Between July and September, the profit was EUR 1.03 billion. Also positive is the continuity, for 13 quarters in a row the bank reports profits.
Neobanks now have more than one billion customers worldwide. The exception here remains the DACH countries, where traditional banks still play a greater role.
The Canadian central bank is keeping the key interest rate at 5%, as expected.
$META (+3.19%) Meta exceeds expectations. The Group is growing strongly again, with sales up 23% to USD 34.1 billion. Profit climbed to USD 11.5 billion in the third quarter. The share price initially turned positive, but then also fell.
https://amp2.wiwo.de/unternehmen/it/quartalszahlen-meta-kuendigt-rekordumsatz-an/29464862.html
Thursday:
$HFG (-3.43%) Hellofresh is growing again. The company achieved quarterly sales of EUR 1.8 billion. Operating profit for the full year is expected to be EUR 470 to 540 million. The company thus remains cautious with its forecast.
$MBG (+2.33%) Mercedes continues to adhere to its forecast. In the third quarter, however, profit fell slightly to EUR 3.7 billion. Free cash flow fell by 20% to 2.3 billion. According to Mercedes, missing components are partly responsible for the development.
Although Ifo sentiment for exporters improved somewhat in October, it remains cautious. In September, the barometer had slipped to its lowest level in three years. At minus 6.9 points, the barometer is still not in positive territory.
As expected, the ECB is leaving interest rates at a key rate of 4.5% and a deposit rate of 4.0%. This is the ECB's first interest rate pause since summer 2022 and 10 increases in a row.
The $KGX (+5.98%) Kion share loses significantly today. The reason is an order intake that was below expectations.
$AMZN (+1.27%) Amazon delivers strong figures, the profit could be increased to 10 billion USD in this quarter. Amazon's revenue increased by 13% to USD 143 billion. In particular, the important cloud result surprised positively.
Consumer spending in the USA continued to rise. This increases the probability of an interest rate hike by the FED in the coming week.
https://www.boerse.de/nachrichten-amp/USA-Konsumausgaben-legen-erneut-zu/35408304
Monday: 08:00 GDP figures (DE)
Tuesday: 11:00 Inflation data (EuroZone)
Wednesday: 19:00 Interest rate decision (USA)
Thursday: 13:00 Interest rate decision (UK)
Friday: 15:00 Employment (USA)
Financials
Market Cap
$6.26B5Y beta
0.90EPS (TTM)
$1.944Free Float
101.60MP/E ratio (TTM)
21.36Revenue (TTM)
$9.47BEBITDA (TTM)
$675.41MPricing
Analyst Ratings
The price target is $62.76 and the stock is covered by 25 analysts.
Buy
13
Hold
11
Sell
1
Information
PUMA SE is a Germany-based company engaged in designing, developing, selling and marketing sports footwear, apparel and accessories. The Company's segments include Europe, the Middle East and Africa (EMEA), the Americas (North and Latin America) and Asia/Pacific. The Company offers performance, as well as sport style products across six business units: Teamsport, Running and Training, Basketball, Golf, Motorsport, Sportstyle, Accessories and Licensing. The Company is engaged in the sale of products from the PUMA and COBRA Golf brands through the wholesale and retail trade, as well as from sales directly to consumers in its retail stores and online stores. The Company markets and distributes its products across the world primarily through its subsidiaries in approximately 120 countries. For various product segments, such as fragrances, eyewear and watches, the Company issues licenses authorizing independent partners to design, develop and sell these products.