There was a trade in my challenge area last week. It $AT100ASTA001 (+0.34%) left the portfolio with a net change of zero.

In exchange, $ASX (+2.73%) was added to the portfolio.

Added: Removed:

DAX:

Hochtief $HOT (+0.54%) Porsche $PAH3 (+1.74%)

MDAX:

PORSCHE HOCHTIEF

Elmos Seni $ELG (+0.55%) Redcare $RDC (-1.07%)

Siltronic $WAF (+0.6%) Ströer

SUSS Micro $SMHN (+2.25%) Jungheinrich $JUN3 (+0.47%)

SDAX:

Jungheinrich. SUSS

STRÖER. ELMOS Semi.

Redcare. Adesso $ADN1 (+2.72%)

LPKF Laser $LPK (+2.14%) . Borussia $BVB (+0.73%)

Vincorion $V1NC (-0.91%) Verve $VERVE

Basler $BSL (-0.22%) Pro7 $PSM (-0.69%)

Asta $AT100ASTA001 (+0.34%)

TecDax

PVA $TPE (-0.28%) Nagarro $NA90

Well, the weeks are just flying by. And this week brought some very interesting changes.

First of all, I made a change to my portfolio and added a new position. It actually found its way into my portfolio as early as Thursday $AT100ASTA001 (+0.34%) . The position is, of course, quite small at 5 shares. But I see the stock as a major beneficiary of the AI boom, even if it’s a bit on the defensive side for my tastes. But after 6 weeks, it’s becoming clear that I might not have to take the absolute risk to win the challenge. This brings my total investment to 75%.

Start. Current Change € %

879.36. 864.74 -14.62 - 1.66 %

942.60. 965.71 23.11 2.45%

1000. 1361.99 361.99 36.19%

Changes from last week:

@Epi + 0.13%

@Krush82 + 17.77%

@Multibagger + 1.23%

This makes @Krush82 the clear winner of the week!

So now I wish you all a wonderful weekend!

Your Multibagger Chris

Good morning my dears,

Today I would like to introduce you to a company from our neighboring country.

It only went public this year in January.

This is dear Juan Tenbagger DNA.

Feel free to share your opinion in the comments.

$AT100ASTA001 (+0.34%)

ASTA is a leading global supplier of copper-based solutions for power transmission, generation and e-mobility. With over 210 years of experience in developing high-quality technology, ASTA's products are at the heart of modern energy systems - powering medium and high-voltage transformers, industrial generators and the growing network of data centers that are driving global electrification.

As a forward-thinking company with a strong position in fast-growing energy markets, the company is focused on creating long-term value for its stakeholders through continuous innovation in the energy sector, while providing mission-critical solutions that are urgently needed to secure energy supplies.

With a total of six production sites in Austria, Bosnia and Herzegovina, Brazil, India and China, ASTA is ideally positioned to offer its global customers the best possible service for large infrastructure projects and the transition to e-mobility.

ASTA-Fact-Sheet-DE_2026.pdf

PowerPoint-Präsentation

EQS-News: ASTA China successfully completes capacity expansion

ASTA China has successfully completed a comprehensive capacity expansion project at its

site in Baoying successfully completed. With the project "Legacy

Capacity Expansion" project, the company is increasing its annual

annual production capacity by more than 30 percent, thereby strengthening its

competitiveness in one of the world's most important energy markets.

dpa-AFX Compact | EQS-News: ASTA China schließt Kapazitätserweiterung erfolgreich ab (deutsch)

24.04.2026 at 07:01 am

EQS-News: ASTA Energy Solutions AG veröffentlicht starke Ergebnisse für das Geschäftsjahr 2025 und setzt strategischen Wachstumspfad nach erfolgreichem Börsengang fort (deutsch)

08.04.2026 at 08:00 a.m.

EQS-News: ASTA erweitert Produktionskapazitäten in Indien (deutsch)

30.03.2026 at 08:30 a.m.

EQS-News: ASTA Energy Solutions AG positioniert sich auf der Coiltech Deutschland erneut als Schlüsselpartner für Europas Energiezukunft (deutsch)

26.02.2026 at 08:30 a.m.

EQS-News: ASTA Energy Solutions AG und GANZ Electric stärken europäische Transformatorenindustrie durch strategische Partnerschaft (deutsch)

19.02.2026 at 09:00 a.m.

EQS-News: ASTA Energy Solutions AG schließt Langzeitvertrag mit Prolec GE Vernova und baut Partnerschaft mit TSEA weiter aus (deutsch)

30.01.2026 at 10:30 a.m.

EQS-News: ASTA ENERGY SOLUTIONS AG MIT ERFOLGREICHEM BÖRSENGANG (deutsch)

Juan summary (short & crisp)

ASTA delivers a clean, growing picture: sales are rising solidly every year, margins are clearly increasing and free cash flow is turning strongly positive. From 2027, the model is running smoothly - more profitability, more cash, less debt. To me, this looks like a company that is just entering its scaling phase and will reap the rewards from 2027/28.

Market value 879.9

Number of shares (in thousands) 14,237

Short Juan summary

ASTA looks clearly in transition on the valuation side: 2026 still expensive and with negative FCF yield, but from 2027 the picture tilts towards quality. Falling P/E ratio, falling P/B ratio, rising FCF yield and a growing dividend show that the business model is maturing and the market is slowly pricing out the risk. 2028 already looks like "fairly valued with upside potential".

Brief Juan summary of the Tenbagger matrix

ASTA still looks like a "transition year" in 2026, but from 2027 the profile clearly tilts towards High-quality compounderstrong EBIT and EPS growth, rising margins, growing FCF and falling valuation at the same time. 2028 looks like a year in which ASTA is fundamentally and valuation-wise tenbagger DNA shows.

Performance

1 week -0.33 %

1 month +36.81 %

$AT100ASTA001 (+0.34%)

Price yesterday, 17:35:32 -

Xetra (EUR)

62.80 EUR

Tonight I discreetly entered with 3 shares in $AT100ASTA001 (+0.34%) let's see how it develops... Copper is not a mistake in the medium term, because it's a raw material that we need every day.

$AT100ASTA001 (+0.34%)

The Austrian company ASTA Energy Solutionsspecializing in highly complex copper-based components for energy infrastructure, is celebrating its debut on the regulated market (Prime Standard) of the Frankfurt Stock Exchange today, Friday. The issue price of the shares was set at EUR 29.50 as part of the bookbuilding process; the first price was EUR 43.00, which is significantly higher. The shares subsequently traded at EUR 43.40, 0.93 percent above the initial price.