What a turbulent week on the stock market, I had to buy more 😅 How are things looking for you?
$KLAC (+0.46%)
$ADBE (+1.44%)
$SIKA (-2.18%)
$HOLN (-0.73%)
$MBG (-0.07%)
$CVX (+0.4%)
$MRNA (-1.12%)
Posts
8What a turbulent week on the stock market, I had to buy more 😅 How are things looking for you?
$KLAC (+0.46%)
$ADBE (+1.44%)
$SIKA (-2.18%)
$HOLN (-0.73%)
$MBG (-0.07%)
$CVX (+0.4%)
$MRNA (-1.12%)
Would love some portfolio feedback!#portfoliocheck
The goal is to save +- 35 selected stocks evenly over the long term in order to build up a passive income with dividends.
As soon as $PAEM (-0.46%) has a positive return, it is sold and also reallocated to equities.
The following stocks will follow in the next few months:
Individual shares
Bonds, gold and a global ETF
So many falling prices, so many buying opportunities $AMZN (+0.26%)
$MRNA (-1.12%) ... I'm continuing my strategy anyway, as the price of $HOLN (-0.73%) has also fallen: 2nd tranche from the entry 🎉
But it's really hard to stand firm 😂
Are you also standing firm or are you changing your strategy?
It has long been $HOLN (-0.73%) on my watchlist for a long time and now the time has come for me to get in (1st tranche)
(Switzerland) - The most important dates for this trading week
This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (+0.46%) and $NESNE / $NESN (-0.19%) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.
On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.
Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (+0.44%)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (+0%) and the fragrance producer Givaudan $GIVN (+0.3%)
, also reporting Logitech $LOGN (+0.47%), Dätwyler $DAE (-1.78%)
, Temenos $TEMN (-0.58%) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (+0%) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (+0.44%) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.
On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (-0.25%) and also Bobst ($BOBNN) , So $ALSN (+0.64%)
Cembra Money Bank $CMBN (+0.58%)
, Cicor $CICN (-0.5%)
Cosmo Pharmaceuticals $COPN (+0.79%)
EFG International $EFGN (-0.07%)
and Medacta $MOVE (+0%)
. At SGS $SGSN (-0.25%) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.
Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0.19%)
, Roche $ROG (+0.46%)
, Lonza
$LONN (+0.9%) and Julius Baer $BAER (+0.49%)
, but also Bachem $BANB, Bucher $BUCN (+1.83%)
, Galderma $GALD
, Autoneum $AUTN (-0.08%)
, Bellevue $BBN (+0.61%)
, Calida $CALN (-0.82%)
, Idorsia $IDIA (-44.78%)
, Leonteq $LEON (+3.37%)
, the Graubündner Kantonalbank $GRKP (-0.4%)
, Meier Tobler $MTG (+0.17%)
, StarragTornos $STGN and Valiant $VATN (-0.09%)
. At Nestlé $NESN (-0.19%) the question is whether a return to positive growth rates can be achieved.
Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (-0.73%)
Sulzer $SUN (+0.51%)
, Vontobel $VONN (+0.82%)
, Forbo $FORN (+0.37%)
, APG $APGN (-0.92%)
, Zehnder $ZEHN (+0.86%)
, Orell Füssli $OFN (+0%)
, Lem $LEHN (+1.03%)
, AMS Osram $AMS and BB Biotech $BION (-0.59%) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (+0.51%) should deliver a positive surprise after a strong performance that has been ongoing for some time.
Have a good week everyone!
GG
Switzerland: Quarterly reports, AGMs and annual financial statements for the coming week:
The start will be $ARYN (-0.45%) on Monday with the announcement of its sales figures for the first quarter. After a successful turnaround, expectations for the baked goods group are correspondingly high. The Annual General Meetings of Zurich Airport and the energy company will also take place on this day. $BKW (+0.76%) take place on the same day.
On Tuesday a packed day awaits us: $NOVN (-0.1%) , $KNIN (+0.44%) , $TEMN (-0.58%) and $PMN (-0.96%) announce their quarterly results. It is expected that $NOVN (-0.1%) will achieve or even exceed its own annual targets, having already exceeded expectations several times last year. Also $TEMN (-0.58%) is also in the spotlight, especially after recent allegations by the hedge fund Hindenburg, which the company intends to refute through internal investigations. The company continues to publish $XLS and $HREN its annual figures for 2023. $BCGE (-0.55%) , $EDHN (-2.55%) , $FTON (+0.86%) , $VBSN (+0%) , $MIKN (+4.01%) , $SIGN (SIG Group) and $VZUG their Annual General Meetings.
On Wednesday give $ROG (+0.46%) , $KURN (-2.65%) and $UBXN (+2.25%) quarterly updates. For $ROG (+0.46%) it is the last quarter with a significant base effect due to declining coronavirus product sales. Despite the strong Swiss franc, which is causing a headwind of 9%, sales are expected to decline by 3% compared to the first quarter of 2023. Annual General Meetings are also planned at $ARYN (-0.45%) , $BSLN (+0.39%) , $CMBN (+0.58%) , $MEDX , $SFSN (+1.05%) , $UBSG (+0%) , $VARN (+2.72%) and $ZWM .
The Thursday also remains eventful: $EMSN (+0.62%) , $BUCN (+1.83%) ,$NESN (-0.19%) , $HOLN (-0.73%) and $VONN (+0.82%) present their quarterly results. At $NESN (-0.19%) is showing a slow recovery, while $HOLN (-0.73%) continues to expect strong results. Turnover and profit figures are also reported by $IFCN (+1.16%) and the annual results for 2023 are reported by $SANN (+3.29%) and$EEII will be presented. The Annual General Meetings on this day include $APGN (-0.92%) , $BCV , $EPIC , $KARN (-0.09%) and $VETN (+0.1%) .
The end of the week (Friday) is marked by $SGSN (-0.25%) with the publication of the sales figures for the first quarter on Friday. $AMS and $BION (-0.59%) announce their quarterly results. Further Annual General Meetings are held at $ASWN (+1.97%) , $BALN (+0.26%) , $ESUN , $GLKBN (+0.22%) , $METN (+0.62%) , $VPBN (+0.3%) and $WKBN (Walliser Kantonalbank). An Extraordinary General Meeting is held at $RLF to discuss a capital reduction, among other things.
Coming soon: Happy weekend! - Ditch the securities and enjoy life. 🔥💕✈️
Top creators this week