Transportation

Utilities

Social affairs

Digital

Future needs until 2040

Private Markets Infrastructure

Modernization

Infrastructure programs

Link: https://shorturl.at/maYS2

$IFX
$NDA
$ENR
$SIE
$DEZ
$TKA
$CBK
$NKT
$DHL
$NEM
$BZU
$DBK
$SPIE
$ELI
$GBF

$VZ
$DPZ
$CDNS
$BARC
$SPOT
$BP.
$SPGI
$KO
$UPS
$AIR
$SBUX
$ENPH
$NXPI
$STX
$BE
$V
$MDLZ
$HOOD
$MBG
$UBSG
$DBK
$LMND
$SOFI
$TER
$ADS
$ABBV
$G24
$WM
$APH
$CMG
$GOOG
$META
$MSFT
$AMZN
$005930
$BAS
$SU
$INGA
$ULVR
$IDR
$DHL
$CAT
$MA
$PUM
$MRK
$CNHI
$LLY
$FSLR
$WDC
$RBLX
$RDDT
$SNDK
$AAPL
$TWLO
$EL
$CL
$XOM
$CVX

15 increases

13 unchanged

7 reductions

Insurance companies

Banks

Utilities

Car stocks

Type here if you like collecting dividends: https://shorturl.at/83W8R

$MBG
$ALV
$VOW3
$MUV2
$BMW
$AIR
$CBK
$523232
$DTG
$DHL
$FME
$FRE
$HNR1
$MTX
$RHM
$SAP
$ENR
$BAS
$BAYN
$BEI
$DBK
$DTE
$EOAN
$GEA
$IFX
$RWE
$SY1
$ZAL
$ADS
$BNR
$HEN
$MRK
$SIE
$SHL

The 2026 dividend season is stronger than expected. Despite economic uncertainties, payouts remain at a high level, many companies are robust and confirm the role of dividends as a key driver of returns.

Around 25 companies in the DAX are expected to increase their dividends. Overall, the level remains attractive, even if the momentum varies from sector to sector and not all sectors are benefiting equally.

The shift within the sectors is particularly striking. While traditional dividend payers from the automotive industry such as$MBG
$VOW or $BMW are paying weaker dividends, other sectors are gaining in importance:

Insurance companies and financial stocks in particular are moving more into focus. Companies such as $ALV or the $DBK are among the beneficiaries of this development and could play an increasingly important role for dividend investors. At the same time, there are also individual cases such as$ENR which are paying dividends again after a break.

For investors, this means that selecting the right sectors is becoming more important than the dividend yield alone.

If you want to understand the most important trends, figures and individual stocks in detail, you can find the complete analysis here in the new Artikel the complete analysis.

This article is part of an advertising partnership with Société Générale

The military escalation between the USA, Israel and Iran is causing strong market movements worldwide. Investors are shifting out of cyclical sectors and into security, energy and defense.

_________________________

Bitcoin $BTC shows surprising stability

• 📈 In the meantime +8,1 %
• 💰 Just over 70,000 dollars
• Stabilization at around 69,000 dollars

Despite geopolitical risks, Bitcoin is apparently being used as a liquidity parking lot in the short term. At the same time, volatility remains high - further escalations could trigger new spikes.

_________________________

🛢 Oil prices up significantly

• Brent: + just under 6 %
• WTI: + a good 5 %
• In the meantime even +13 %

According to the report, the USA is currently no release from the strategic oil reserve. The market is still considered to be supplied, but the situation remains tense.

_________________________

🏦 Banks under pressure

The European banking index loses around 3,5 % - sharpest decline since April 2025.

Particularly affected:

• HSBC - $HSBA
• Barclays - $BARC
• Standard Chartered - $STAN
• Deutsche Bank - $DBK
• BNP Paribas - $BNP
• BBVA - $BBVA
• Commerzbank - $CBK

In the USA also weaker until the US opening:

• Bank of America - $BAC
• Citigroup - $C

Reason: Strong Middle East business of many institutions and general risk aversion of investors.

_________________________

✈️ Travel industry collapses

High oil prices and uncertainty weigh heavily on tourism stocks:

• TUI - $TUI1 (-11 %)
• Lufthansa - $LHA (-11 %)

Flights to the region are canceled, travel offers suspended. Investors fear rising costs and falling booking figures.

_________________________

💎 Luxury stocks clearly in the red

The European luxury index loses almost 4 %.

Strongly affected:

• Richemont - $CFR
• Swatch - $UHR
• LVMH - $MC
• Hermès - $RMS
• Kering - $KER
• Brunello Cucinelli - $BC
• Moncler - $MONC
• Ferragamo - $SFER

Background:

Luxury is heavily dependent on global travel. Capital flows out of cyclical stocks.

_________________________

🛡 Defense stocks as clear winners

Geopolitical tensions drive up defense stocks:

• BAE Systems - $BA.
• Lockheed Martin - $LMT
• RTX - $RTX
• Kratos - $KTOS
• Hensoldt - $HAG
• Leonardo - $LDO
• Renk - $R3NK
• Rheinmetall - $RHM

Partial price increases of 3-6 %.

The focus is particularly on missile defense systems and possible increases in defense budgets.

_________________________

🚢 Shipping companies benefit

Transport values increase due to detour (avoidance of Hormuz, Suez Canal & Bab al-Mandab):

• Maersk - $MAERSK A
• Hapag-Lloyd - $HLAG
• Torm - $TRMD A
• Frontline - $FRO
• Hoegh Autoliners $HAUTO

Reason: Shortage of transport capacity and speculation on rising freight rates.

_________________________

🥇 Gold in demand

• Gold price: +2,5 %

Profiteers in mining stocks:

• Evolution Mining - $EVN
• Northern Star - $NST

The sector has been showing relative strength for several days.

$4GLD
$GOLD
$GOLD

_________________________

📊 Market logic clearly recognizable

Winner:

🛡 Armaments

🚢 Shipping companies

🥇 Gold

₿ Bitcoin (short-term)

Losers:

🏦 Banks

✈️ Travel

💎 Luxury

_________________________

🔎 Conclusion

The market reaction follows the classic pattern of geopolitical crises:

• Risk is reduced
• Capital seeks security
• Energy prices rise
• Defense stocks benefit

The decisive factor remains whether the situation eases diplomatically - or escalates further.

_________________________

Source:

Reuters: Anleger greifen bei Bitcoin als "Fluchtvehikel" zu (Via TradingView)

2010 - VAT fraud / fraud with CO₂ certificates

2012 - VAT fraud / fraud with CO₂ certificates (continued)

2012 - Tax evasion / tax fraud

2015 - Cum-ex transactions / aiding and abetting tax evasion

2018 - Panama Papers / suspicion of money laundering (delayed suspicious activity reports)

2022 - Suspected money laundering (late reports, including Syria/Assad clan)

2022 - Greenwashing allegations (with affiliated DWS)

2026 - Suspicion of money laundering (delayed suspicious activity reports on Roman Abramovich's companies)

-14% the share fell in 16 years 📉 but +74% in one year 📈. Which bank shares do you have and how did they perform? $DBK

Today the $DBK presented its results for 2025 - and they show one of the strongest reporting periods in a long time. Analysts had expected a net profit of around €6 billion for the year as a whole, but the bank actually generated over €6.1 billion - its highest profit since 2007.

The results for the fourth quarter also exceeded forecasts:

Turnover (expected): approx. € 7.7 billion

Turnover (reported): approx. € 7.7 billion

Net profit (expected): € 1.12 bn

Net profit (reported): € 1.3 bn

In addition, the management has approved a share buyback program with a volume of €1 billion. Despite this strong balance sheet, the report is also overshadowed by the ongoing investigation into possible money laundering violations, which has temporarily weighed on the share price.

I am invested myself and am more than satisfied with the latest development - especially because the bank is operating much more profitably again.

What do you think of the $DBK ?

https://www.investing.com/news/stock-market-news/deutsche-bank-posts-biggest-annual-profit-in-nearly-two-decades-a-day-after-police-search-4472046

$DBK -headquarters in Frankfurt and a building in Berlin. Suspicion: money laundering

$RYA
$UNH
$GM
$RTX
$UPS
$UNP
$NOC
$BA
$MC
$TXN
$STX
$SSAB A
$ASML
$GEV
$SBUX
$T
$GD
$MSCI
$META
$NOW
$IBM
$LRCX
$TSLA
$MSFT
$000660
$005930
$SAP
$ABBN
$DBK
$ROG
$DOW
$NDAQ
$LMT
$CAT
$TMO
$HON
$MA
$BX
$WM
$WDC
$SNDK
$V
$AAPL
$SOFI
$CL
$AXP
$XOM
$CVX

After more than 25 years of negotiations, the EU and the South American economic alliance Mercosur (Brazil, Argentina, Paraguay, Uruguay) have concluded a historic free trade agreement. This creates one of the largest free trade zones in the world - with over 700 million people and a combined economic area worth around 22 trillion USD.

This agreement could trigger global economic and stock market effects - for companies, industries and investors.

_________________________

🛃🚢 What will happen to the Mercosur agreement?

• Tariffs on up to 91% of EU exports and 92% of Mercosur exports are to be gradually eliminated.
• The aim is to create a larger single market, better market access, simplified rules and more stable trading conditions between Europe and South America.
• Until now, high tariffs have applied to cars (approx. 35%), machinery (14-20%) and chemical products (up to 18%).

_________________________

📊 Possible effects on the stock market

📈 1. industries with strong exports benefit from higher demand

Europe can sell its products more easily in South America:

• 👩‍🏭 Cars & car parts
• 🏭 Mechanical engineering
• 🧪 Chemicals & pharmaceuticals
• 🪄 Electronics & high-tech

The elimination of customs duties and fewer trade barriers will increase the margins and competitiveness of these industries.

Possible examples of Frofiteurs:

• VW $VOW BMW $BMW Daimler $DTG
• Siemens $SIE
• BASF $BAS Covestro $1COV
• SAP $SAP , ASML $ASML

➡️ Expected share price impetus from higher export revenues and capped production costs.

_________________________

🍖 2. agricultural & food sector in focus

The agricultural business is also becoming more closely networked on both sides:

• Tariffs on wine, oil, cheese, dairy products and luxury foods are being reduced or gradually created.
• EU producers will gain greater market access in South America; conversely, South American agricultural exports (e.g. beef, sugar) will have better access to the EU.

Possible beneficiaries:

• Nestlé $NESN Danone $BN
• Heineken $HEIA AB InBev $ABI
• FrieslandCampina $FCEPL

⚠️ However, critics point out that price pressure on local farmers* also arises and environmental risks can increase, for example due to cheaper imports.

_________________________

🚗 3. raw materials & energy: medium to long-term effects

Mercosur countries export large quantities of raw materials:

• Soy, sugar, coffee, ethanol, grain
• Brazil is also a major supplier of crude oil and minerals

One of the aims of the agreement is more stable commodity trade with fewer tariffs, which can influence commodity prices and move the shares of commodity and energy companies.

Possible beneficiaries:

• Vale $VALE3 Petrobras $PETR3
• Bunge $BG , ADM $ADM

_________________________

🏦 4. finance & services sector

The agreement also facilitates:

• Market access for financial services
• Opening of telecom and transportation markets
• Opening of public procurement to EU suppliers

➡️ This could strengthen banks, insurers and logistics companies that operate across borders.

Possible beneficiaries:

• Allianz $ALV Deutsche Bank $DBK
• DHL/Deutsche Post $DHL Kuehne + Nagel $KNIN

_________________________

🔄 Short-term market risks

Not everything is automatically positive:

• 🇪🇺 Agricultural protests in Europe show resistance to cheap imports.
• Political uncertainties remain - many parliaments need to ratify.
• Sectors with low competitiveness could come under price pressure.

_________________________

📌 Conclusion

The Mercosur agreement could be an issue with far-reaching effects:

✅ Strong export industry gains new sales markets

✅ Agricultural and luxury food sector gains sales opportunities

✅ Financial and service sector benefits from market expansion

✅ Raw material exporting countries in South America could become more integrated

⚠️ At the same time, there are risks for local producers and price distortions that could have a regional impact on share prices

_________________________

Question for you: What is your opinion on the agreement? And in which sectors or listed companies do you see the biggest winners in the long term?

_________________________

Sources:

- 🌎🤝 Mercosur-Freihandelsabkommen zwischen EU & Mercosur unterzeichnet – größte Freihandelszone weltweit

- 💶📈 Wirtschaftliche Chancen für EU-Exporteure und Importeure durch Zollerleichterungen

- ⚙️🚗 Branchenanalysen mit Zollabbau-Effekten für Maschinen, Autos, Chemie etc.

- 🌾🥩 Agrar- und Rohstoff-Impakte durch neue Marktchancen und Quotenregelungen