Gesco

DE000A1K0201

GSC1

GSC1

Purchases no. 9 to 13 in the donation depot:

Thanks to Hensoldt in South Africa, Schott in Switzerland and Fraunhofer IOF in Jena, a few expenses were added to the account in January, which were divided up as follows:

10 × $LTAM (+0.33%)

5 × $HYUD (+2.21%)

5 × $MUX (+3.41%)

10 × $GSC1 (+1.76%)

10 × $NTG (+2.61%)

Cheers from Groningen🇳🇱🍻

With $OHB (-0.66%) one of my oldest positions in the portfolio will disappear from the price list.

From a financial point of view, this is already very ok with +550% since 2005, the highest price was once just under 50€. Nevertheless, it is a pity not to be able to be there anymore. I am sure that quite different figures will be generated in the next few years 💰💰💰

Now the question inevitably arises, where to put the cash ? Additional purchases at $BYW6 (-2.15%)
$PSAN (+0.23%)
$GSC1 (+1.76%) or also $COK (+2.42%) ? Or simply further $XD5E (+1.26%) expand? First World Problems 😉

https://www.ohb.de/investor-relations/ir-news/ad-hoc-mitteilungen/ad-hoc-meldung-nach-art-17-mar-abschluss-einer-investorenvereinbarung-mit-kkr

Small follow-up purchase at $GSC1 (+1.76%) the numbers are just too tempting. Nice company portfolio with many hidden champions. In recent years, the company has been somewhat restructured and positioned for the future.

Market cap 257m vs. 283m total equity, P/E 7.5 book value 25€, 4.2% div yield.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Ex-dividend date: Mowi ( $MHGVY ) and United Parcel Service ( $UPS (-1.9%))

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today Gesco ( $GSC1 (+1.76%) ), Foot Locker ( $FL ), RLX Technology ( $RLX (+0.67%) ), SOMPO Holdings ( $8630 (+1.96%) ) and Sto ( $STO3 (+4.43%) ) are presenting their numbers.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Curevac ( $CVAC (-0.34%) ) - The biotech company's third-quarter sales rose 463 percent year over year to €29.3 million. The increase in sales is mainly due to cooperations with the British pharmaceutical group GlaxoSmithKline ( $GSK ), according to the Tübingen-based company. However, Curevac's operating loss increased compared to the same period of the previous year from 36.7 million euros to 143.1 million euros. This was reportedly due to high research and development costs for its own vaccine candidate Covid-19.

Alibaba ( $2RR (+3.3%) ) - On Thursday, no clear trend could be observed on the Asian stock exchanges. In Japan, the Topix and the 225-stock Nikkei index rose 0.4 percent. The index of leading companies in Shanghai and Shenzen also gained 0.2 percent. In contrast, the flagship Hang Seng Index in Hong Kong lost 1.8 percent as disappointing figures from Chinese tech giant Alibaba weighed heavily on the index. Japan's inflation data showed consumer prices rose 0.1 percent in October, in line with prior expectations.

Nvidia ( $NVDA (+3.67%) ) - Yesterday, after the close of trading, NVIDIA stock rose sharply, driven by strong demand. In the past quarter, NVIDIA reported an 84% increase in earnings to $2.46 billion. NVIDIA's technology is used in artificial intelligence applications, graphics cards, and data center chips, among others. Despite the reservations expressed by competition authorities, NVIDIA is studying the proposed purchase of the British designer of chips "Arm", whose technology is used in almost all smartphones. Apple ( $AAPL (+2.87%) ), Samsung ( $SSUN (-0.89%) ) and Qualcomm, among others, are designing their own processors for mobile devices based on the Arm chip architecture.

Thyssenkrupp ( $TKA (+3.88%) - The steel group thyssenkrupp is beating expectations for the fiscal year 2020/21 that just ended (end of September) with clear growth and was able to benefit from the economic recovery. Adjusted earnings before interest and taxes amounted to 769 million euros. However, shareholders will have to forego a dividend again this year. The group expects mid-single-digit percentage growth and an approximate doubling of adjusted EBIT to 1.5 to 1.8 billion euros and a surplus of at least 1 billion euros in the new financial year that has just begun.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

U.S. Constitution - The online group "ConstitutionDAO" intended to buy the latest edition of the U.S. Constitution in private hands at a public auction at Sotheby's on Thursday, but failed. Instead, the edition was purchased by an unknown bidder for US$41 million. Participants in the project began only a week ago to band together as a decentralized autonomous organization (DAO) to raise funds for the auction. More than US$49 million in Ethereum donations ( $ETH (+0.16%) ) were collected via Juicebox. In return, the 17,437 backers received governance tokens called PEOPLE, which were not intended to represent fractional ownership, but to allow token owners to decide on proposals for structure, governance and operational direction.

Bitcoin ($BTC-EUR) - The most recent data shows that bitcoin holders who bought for $20,000 USD are refusing to sell BTC at the all-time high. Despite tantalizing triple gains, last November's buyers are determined to continue their "hodl" strategy. BTC buyers are keeping their cool and holding on to their coins despite various all-time highs.

Peru - The president of Peru's central bank (Julio Velarde) announced that the country is working with India, Singapore and Hong Kong to develop a central bank digital currency (CBDC). According to the Atlantic Council, 87 countries (representing over 90% of the world's GDP) are currently researching a CBDC and seven have already launched theirs. By comparison, only 35 countries intend to develop a CBDC by 2020.

We wish you a good weekend!

🤜🏼🤜🏼🤜🏼 @MarketNewsUpdate

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗖𝘂𝗿𝗲𝘃𝗮𝗰 𝗺𝗶𝘁 𝗩𝗲𝗿𝗹𝘂𝘀𝘁 / 𝗔𝗹𝗶𝗯𝗮𝗯𝗮 𝘃𝗲𝗿𝘂𝗻𝘀𝗶𝗰𝗵𝗲𝗿𝘁 / 𝗗𝗔𝗢 𝗴𝗲𝘄𝗶𝗻𝗻𝘁 𝗳𝗮𝘀𝘁 𝗦𝗼𝘁𝗵𝗲𝗯𝘆'𝘀 𝗔𝘂𝗸𝘁𝗶𝗼𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Mowi ($MHGVY) and United Parcel Service ($UPS (-1.9%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Gesco ($GSC1 (+1.76%)), Foot Locker ($FL (+3.46%)), RLX Technology ($RLX (+0.67%)), SOMPO Holdings ($8630 (+1.96%)) and Sto ($STO3 (+4.43%)) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Curevac ($CVAC (-0.34%)) - The biotech company's third-quarter revenue increased 463 percent year-over-year to 29.3 million euros. The increase in revenue was mainly due to collaborations with British pharmaceutical company GlaxoSmithKline ($GSK), the Tuebingen-based company said. However, Curevac's operating loss increased from 36.7 million euros to 143.1 million euros compared to the same period last year. This was due to high research and development costs for the company's own Covid-19 vaccine candidate, it said.

Alibaba ($2RR (+3.3%)) - There was no clear trend on the Asian stock markets on Thursday. In Japan, the Topix and the 225-stock Nikkei index gained 0.4 percent. The index of the most important companies in Shanghai and Shenzen could also gain 0.2 percent. Hong Kong's benchmark Hang Seng index, however, lost 1.8 percent as disappointing figures from Chinese tech giant Alibaba weighed heavily on the index. Inflation data from Japan showed consumer price inflation rose 0.1 percent in October, in line with advance expectations.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

U.S. Constitution - The online group "ConstitutionDAO" planned to buy the last privately owned edition of the U.S. Constitution at a public auction at Sotheby's on Thursday and failed. Instead, the edition was bought at auction by an unknown bidder for $41 million. Project participants began banding together as a decentralized autonomous organization (DAO) just a week ago to pool funds for the auction. Through Juicebox, more than $49 million in Ethereum donations ($ETH (+0.16%)) was collected. In return, the 17,437 supporters received governance tokens called PEOPLE, which were not intended to represent fractional ownership, but rather to allow token owners to decide on proposals for structure, governance, and operational direction.

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