Heidelberg Materials

Stock

ISIN: DE0006047004

Ticker: HEI

DE0006047004

HEI

Price

Discussion about HEI

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Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

Analyst updates, 05.12.

⬆️⬆️⬆️

HSBC upgrades SIEMENS to Hold. Target price EUR 185. $SIE (-0.29%)
DEUTSCHE BANK RESEARCH raises the price target for MUNICH RE from EUR 450 to EUR 535. Hold. $MUV2 (-1.1%)
DEUTSCHE BANK RESEARCH raises the price target for HANNOVER RÜCK from EUR 255 to EUR 294. Buy. $HNR1 (-0.97%)
DEUTSCHE BANK RESEARCH raises the price target for TALANX from EUR 70 to EUR 76. Hold. $TLX (-0.96%)
JEFFERIES raises the price target for ORACLE from 190 USD to 220 USD. Buy. $ORCL (-0.32%)
HAUCK AUFHÄUSER IB raises the target price for MTU from EUR 264 to EUR 280. Sell. $MTX (-0.47%)
BARCLAYS upgrades AUTO1 from Equal-Weight to Overweight and raises target price from EUR 9 to EUR 19. $AG1 (+3.11%)
JPMORGAN raises the price target for HELLOFRESH from EUR 14 to EUR 16. Overweight. $HFG (+0.69%)
JPMORGAN raises the target price for DELIVERY HERO from EUR 42 to EUR 55. Overweight. $DHER (+3.05%)
JPMORGAN raises the price target for CTS EVENTIM from EUR 104 to EUR 112. Overweight. $EVD (-0.58%)
JPMORGAN raises the target price for SCOUT24 from EUR 92 to EUR 105. Overweight. $G24 (+0.54%)
JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 16.02 to GBP 18.32. Overweight. $TKWY (+0.68%)
JPMORGAN upgrades DELIVEROO from Neutral to Overweight and raises target price from GBP 1.70 to GBP 1.92. $ROO (+2.07%)
JPMORGAN raises the price target for HEIDELBERG MATERIALS from EUR 150 to EUR 151. Overweight. $HEI (-0.69%)
JPMORGAN raises the price target for FRAPORT from EUR 49 to EUR 59. Neutral. $FRA (+5.53%)

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METZLER lowers the price target for HYPOPORT from EUR 220 to EUR 185. Sell. $HYQ (-0.35%)
ODDO BHF lowers the target price for SCHOTT PHARMA from EUR 38 to EUR 37. Outperform. $1SXP (+0.91%)
BARCLAYS lowers the target price for RIO TINTO from GBP 61 to GBP 60. Overweight. $RIO (-0.87%)
JPMORGAN downgrades STRÖER from Overweight to Neutral and lowers target price from EUR 79 to EUR 57. $SAX (-1.31%)

1 Comment

Moritz@leveragegrinding

2Wk

the post is somehow too confusing, isn't there another way?

•

~ Michael 💎 🏅

@Michael-official

2Wk·

Heidelberg Materials
$HEI (-0.69%) strengthens its US business with the acquisition of cement manufacturer Giant Cement for 600 million US dollars.

The transaction, which is expected to close in the first quarter of 2025, expands the company's presence in the southeastern United States and the New England states.

In the first year of operation an additional contribution of 60 million US dollars to the operating result (EBITDA).

The seller, the Spanish Inmocementowill generate a profit of 145 million euros.

With this acquisition Heidelberg Materials continues its expansion in North America consistently. -Trade Journal

Graphic: Heidelberg Materials

2 Comments

ElShib@ElShib

2Wk

I like this company, and it is a good bet to increase more their presence on other markets. Saddly it is Germany based and if anything I'm looking to exit most my Germany stock positions soon, europe is going down the drain and its time to reduce exposure.

••

Show answer

TurtleInvest

@TurtleInvest

2Wk·

Ist there a game change for the Concrete Industry of Germany in sight ?

Thoughts about $HEI (-0.69%)

I had some thoughts that I wanted to share considering one of germanys concrete producers not only based on economical data but also Political…

first of all economical base of $HEI (-0.69%) looks very well to me. All of the following dates are without guarantee.

dividend: about 2.4%

That amount might seem just normal for a German company but considering that that yearly dividend is only around 30% Pay-Out of profits, that number seems much greater

market: While Germany is a strong home market it also profits a lot from global trade and the European market, making it less dependent on the German economy

that might also be a reason why I was continually performing very well this month compared to the struggling German economy

second… the future government of Germany

the Germany minister of finance had to leave office cause of the chancellor which resulted in the breaking of the current Coalition forming the German government

new Elections will probably take place in February next year… while like in the us election immigration is a big topic housing is one of the biggest as well

lots of Germans struggle to find a home to rent and company’s struggle to bild those homes cause auf bureaucracy and high cost such as energy and material

Currentl in the polls it seems like the conservatives and liberals will perform very well in the upcoming election

that happening could make way for cheaper energy prices and cutting of bureaucracy

those would result in more building processes cause of to of the 3 big price points go down that’s very inviting

I could think of the possibility that for that reason they are going to build much then before but still pay as much for material who might as well drop in price cause of less energy costs

either way companies like $HEI (-0.69%) could very likely profit out of this development…

Those are just my thoughts… what do you guys think ?

1 Comment

Kevin E.@KevinE

2Wk

Many „if‘s“… if these political parties win the election…
If they chance the policy regarding this and that.
I wouldnt be too sure that everything promised now will be held later.

••

Aktien Stammtisch

@Aktien_Stammtisch

3Wk·

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (+3.38%)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (-0.92%)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+2.08%)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (-0.78%)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (-0.61%)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (-2.71%)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+2.37%)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+2.01%)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+4.46%)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+2.8%)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+1.2%)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (-1.28%)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-0.84%)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-0.38%)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+1.36%)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-1.53%)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-0.69%)

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- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+0.89%)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-0.58%)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (-0.3%)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+0.73%)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-1.77%)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (-1.72%)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (-0.67%)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0.18%)

Aktien Stammtisch

@Aktien_Stammtisch

1Mon·

⬆️⬆️⬆️

- BOFA raises the price target for WALMART from USD 95 to USD 105. Buy. $WMT (-2.1%)

- JEFFERIES raises the price target for WALMART from USD 100 to USD 105. Buy. $WMT (-2.1%)

- HAUCK AUFHÄUSER IB raises the target price for RHEINMETALL from EUR 680 to EUR 750. Buy. $RHM (-0.78%)

- WARBURG RESEARCH raises the target price for RHEINMETALL from EUR 600 to EUR 700. Buy. $RHM (-0.78%)

- JPMORGAN raises the price target for SALESFORCE from USD 310 to USD 340. Overweight. $CRM (+0.69%)

- WARBURG RESEARCH raises the target price for LEG IMMOBILIEN from EUR 81.60 to EUR 90.50. Hold. $LEG (+2.8%)

- DEUTSCHE BANK RESEARCH raises the price target for HEIDELBERG MATERIALS from EUR 116 to EUR 137. Buy. $HEI (-0.69%)

- KEPLER CHEUVREUX raises the price target for GFT TECHNOLOGIES from EUR 31 to EUR 32. Buy. $GFT (-1.22%)

- ODDO BHF raises the target price for TALANX from EUR 76 to EUR 78. Underperform. $TLX (-0.96%)

- KEPLER CHEUVREUX raises the target price for THYSSENKRUPP from EUR 3.70 to EUR 3.80. Hold. $TKA (-1.72%)

⬇️⬇️⬇️

- STIFEL lowers the price target for BAYER from EUR 36 to EUR 28. Hold. $BAYN (+0.17%)

- LBBW downgrades ENI from Buy to Hold and lowers target price from EUR 16.70 to EUR 15. $ENI (-0.58%)

- WARBURG RESEARCH lowers the target price for SFC ENERGY from EUR 29 to EUR 27. Buy. $F3C (-0.91%)

- WARBURG RESEARCH lowers the target price for TECHNOTRANS from EUR 23 to EUR 21. Buy. $TTR1 (+3.25%)

- DEUTSCHE BANK RESEARCH lowers the price target for CUREVAC from USD 3.90 to USD 2.50. Hold. $CVAC (-4.84%)

- BERENBERG lowers the price target for ASTRAZENECA from GBP 150 to GBP 140. Buy. $AZN (+1.05%)