Software

Is anyone still unsure whether they should $SOW should sell or still hold? I can't judge how the delisting might affect the share price. 🧐

$SOW anyone else invested in Software AG? There seems to be a takeover bid with a 50% premium.

https://www.deraktionaer.de/artikel/aktien/software-ag-uebernahmehammer-um-kurz-vor-mitternacht-20330766.html?utm_term=Autofeed&utm_medium=social&utm_source=Facebook#Echobox=1682145105

Quarterly figures from 27.10.2022...

Amazon, Apple 📉🔥💥, T-Mobile US , Intel 📈❤️⤵️

Some figures were announced in this morning's post:

https://app.getquin.com/activity/PkJeFBqydK?lang=de&utm_source=sharing

Feel free to leave another like, would be very happy as the morning posts also take a lot of effort. I'm currently planning to expand them further with links etc. But I still need some time for that. But now to today's figures:

$INTC (-4.8%)
Intel:

Third quarter EPS of $0.59 beats analyst estimates of $0.34. Revenue of $15.3 billion below expectations of $15.43 billion. Intel with downside guidance for the fourth quarter. Sees EPS of $0.20 (consensus $0.68) and revenue of $14-15bn (consensus $16.43bn).

$AMZN (-2.35%)
Amazon:

Third quarter EPS of $0.28 beats analyst estimates of $0.22. Sales of $127.1 billion below expectations of $127.76 billion. Amazon with downside guidance for the fourth quarter. Sees sales of $140-148bn (consensus $155.37bn).

$AAPL (-0.42%)
Apple:

Apple fourth quarter EPS of $1.29 beats analyst estimates of $1.26. Revenue of $90.1 billion beats expectations of $88.76 billion. Apple iPhone fourth quarter revenue at $42.6 billion (consensus estimate $43.4 billion, prior year $38.9 billion). Apple Mac revenue in the fourth quarter at 11.5 billion dollars (consensus estimate 9.4 billion, previous year 9.2 billion). Apple Wearables revenue in the fourth quarter at 9.7 billion dollars (consensus estimate 9.0 billion, previous year 8.8 billion). Apple iPad revenue in the fourth quarter at 7.2 billion dollars (consensus estimate 7.8 billion, previous year 8.3 billion). Apple service revenue in the fourth quarter at 19.2 billion dollars (consensus estimate 20.4 billion, previous year 18.3 billion).

$TMUS (+0.07%)
T-Mobile US:

Third quarter earnings per share of $0.40, beating analyst estimates of $0.39. Revenue of $19.48 billion, below expectations of $20.02 billion.

$S92 (-0.35%)
SMA Solar:

is raising its earnings forecast for the current year and now expects EBITDA of 60-75 million euros, up from 10-60 million previously.

The reasons for the forecast increase are the continued high order intake and a gradually improving supply of electronic components. In addition, a special effect in the lower double-digit million euro range from a real estate sale had a positive impact on earnings in the third quarter. (I had just sold at € 62)

$WDC (-6.57%)
Western Digital:

Misses analysts' estimates of $0.41 in the first quarter with earnings per share of $0.20. Revenue of $3.74 billion above expectations of $3.64 billion.

$MA (+1.21%)
MasterCard:

Third quarter earnings per share of $2.68 beat analyst estimates of $2.57. Revenue of $5.8 billion beat expectations of $5.65 billion.

$TTE (+0%)
TotalEnergies SE:

misses analysts' estimates of $3.99 in the third quarter with earnings per share of $3.83. Sales of $64.92 bn below expectations of $79.43 bn.

$TROW (-0.28%)
T. Rowe Price Group Inc:

Third quarter earnings per share of $1.86 beat analyst estimates of $1.85. Revenue of $1.59 billion beat expectations of $1.55 billion.

$MO (-0.39%)
Altria Group Inc:

Third-quarter EPS of $1.28 misses analysts' estimates of $1.30. Revenue of $6.55 billion beats expectations of $5.6 billion.

$CMCSA (-1.74%)
Comcast Corp. Class A:

Third-quarter EPS of $0.96 beat analysts' estimates of $0.90. Revenue of $29.85 billion beat expectations of $29.75 billion.

$MCD (+1.12%)
McDonald's Corp:

Third-quarter EPS of $2.68 beat analysts' estimates of $2.59. Revenue of $5.87 billion beat expectations of $5.72 billion.

$SWK (-0.02%)
Stanley Black & Decker Inc:

Third quarter EPS of $0.76 beat analyst estimates of $0.72. Revenue of $4.1 billion beat expectations of $4 billion.

$CAT (-3.04%)
Caterpillar Inc:

Third-quarter EPS of $3.95 beat analysts' estimates of $3.17. Revenue of $15 billion beat expectations of $14.15 billion.

$MRK (+2.09%)
Merck & Co. Inc:

Third-quarter EPS of $1.85, beating analysts' estimates of $1.75. Revenue of $15 billion, above expectations of $14.07 billion. Merck & Co. raises 2022 outlook, seeing revenue at $58.5 billion to $59.0 billion (previously: $57.5 billion to $58.5 billion) and adjusted EPS at $7.32 to $7.37 (previously: $7.25 to $7.35).

$LIN
Linde:

Achieves Q3 sales of $8.8 bn (PY: $7.68 bn, analyst forecast: $8.34 bn), operating profit of $1.6 bn (PY: $1.3 bn) and adjusted net income of $1.55 bn (PY: $1.42 bn, forecast: $1.47 bn). In its outlook for 2022, Linde expects adjusted earnings per share of $11.93 to $12.03 (previously: $11.73 to $11.93).

$BEI (-0.65%)
Beiersdorf:

Achieves Q1-3 sales of €6.7 billion (organic +11.1%), sales growth in the Consumer business segment to €5.4 billion (organic +11.7%), organic growth across all brands: NIVEA +10.8 %, Derma +25.3 %, La Prairie +5.5 %, Healthcare +12.8 %; the tesa business segment achieved sales of €1.3 billion, organically +8.3 %. Beiersdorf expects organic sales growth of between 7% and 9% for tesa for the full year 2022. The operating EBIT margin of the current business excluding special effects is expected to be only slightly below the previous year, despite the high raw material and transportation costs.

$KU2
KUKA:

achieved an order intake of €3.68 billion (previous year: €2.69 billion), sales of €2.76 billion (previous year: €2.35 billion), EBIT of €80.9 million (previous year: €45.5 million), EBITDA of €174.3 million (previous year: €137.2 million) and earnings after tax of €66.7 million (previous year: €29.8 million) in the 1st to 3rd quarter. KUKA is adjusting its guidance for the 2022 financial year. Order intake will exceed €3.9 billion (more than 10% above the previous year's figure). Sales revenue will exceed €3.6 billion (more than 10% above the previous year's figure) The forecast for the EBIT margin has been specified and will be around 3.0%.

$ULVR (-0.71%)
Unilever:

is again raising its sales forecast. Organic growth of more than 8 % is now expected for the year as a whole (previously: 4.5 to 6.5 %).

$MTX (+0.73%)
MTU:

achieved sales of €1.349 billion in the 3rd quarter (previous year: €1.004 billion, analyst forecast: €1.315 billion), EBIT (adjusted) of €158 million (previous year: €117 million, forecast: €153 million), an EBIT margin of 11.7% (previous year: 11.7%, forecast: 11.6%) and net profit (adjusted) of €113 million (previous year: €85 million, forecast: €111 million). In the outlook for 2022, the company now expects sales of €5.4 to €5.5 billion (forecast: €5.282 billion) and an increase in EBIT (adjusted) in the low 30s percent range.

$HFG (+0.28%)
HelloFresh:

achieved sales of €1.86 billion in Q3 (previous year: €1.42 billion, analyst forecast: €1.8 billion), Ebitda (adjusted) of €71.8 million (previous year: €79.8 million, analyst forecast: €75.6 million) and an Ebitda margin (adjusted) of 3.9% (previous year: 5.6%). The number of active customers was reported at 7.51 million (previous year: 6.94 million, forecast: 7.5 million), the number of orders at 29.03 million (previous year: 27.59 million).

$NEM (+0.13%)
Nemetschek:

achieved revenue of €202.8 million in Q3 (previous year: €169.3 million, analyst forecast: €199 million), EBITDA of €62.9 million (previous year: €54.4 million, forecast: €62 million), an EBITDA margin of 31.0% (previous year: 32.1%, forecast: 31.1%) and net profit of €38.8 million (previous year: €34.2 million, forecast: €36.4 million). Outlook for 2022 confirmed.

$KGX (-2.77%)
KION:

achieved revenue of €8.24 million in the 1st to 3rd Quarter revenue of €8.24 billion (PY: €7.5 billion, analyst forecast: €8.1 billion), order backlog of €7.7 billion (end of 2021: €6.66 billion), EBIT margin of 2.6% (PY: 9.2%, forecast: 2.3%), an EBIT (adjusted) of €210.6 million (previous year: €691.1 million, forecast: €189 million) and a net profit of €66.9 million (previous year: €430.8 million, forecast: €35 million). Kion intends to withdraw completely from Russian business. Outlook confirmed.

$LHA (+4.2%)
Lufthansa:

Achieves Q3 revenue of €10.06bn (PY: €5.20bn, preliminary: €10.1bn), EBIT (adjusted) of €1.132bn (PY: €251m), adjusted free cash flow of €410bn (PY: €43m, preliminary: €400m) and net profit of €809m (PY: -72m). In the outlook, the company sees itself on course for medium-term targets for 2024.

$SOW
Software AG:

achieved revenue of €221.4 million in Q3 (previous year: €198 million, analyst forecast: €225 million), an Ebita margin of 16.6% (previous year: 16.8%, forecast: 13.9%), an Ebita (adjusted, organic) of €35.3 million (previous year: €33.3 million, forecast: €31.3 million) and a net loss of €10.8 million (previous year: €16.3 million). Outlook for 2022 confirmed.

$WCH (+3.9%)
Wacker Chemie:

achieved Q3 sales of €2.13 billion (€1.66 billion, analyst forecast: €2.13 billion), EBITDA of €457 million (previous year: €449.6 million, forecast: €499.3 million) and net income of €258.9 million (previous year: €264.5 million, forecast: €291.1 million). In the outlook for 2022, the company now expects EBITDA in the range of €2.1 to €2.3 billion (previously: €1.8 to €2.3 billion) and revenue unchanged in the range of €8.0 to €8.5 billion.

$AIXA (-4.16%)
Aixtron:

achieves Q3 revenue of €88.9m (previous year: €130.8m, analyst forecast: €127.7m), order intake of €142.8m (previous year: €114.2m), EBIT of €16.2m (previous year: €36.2m, forecast: €30.8m) and net profit of €19.1m (previous year: €31.4m). In the outlook for 2022, Aixtron raises the forecast for order intake from €540m to €600m (previously: €520m to €580m).

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#lufthansa
#hellofresh
#linde
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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗡𝗲𝘂𝗲 𝗩𝗶𝗿𝘂𝘀𝘃𝗮𝗿𝗶𝗮𝗻𝘁𝗲 / 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗔𝗚-𝗩𝗲𝗿𝗸𝗮𝘂𝗳 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗯𝗲𝘀𝘀𝗲𝗿 𝗮𝗹𝘀 𝗣𝗮𝘆𝗣𝗮𝗹

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Assurant Inc. ($AIZ (+0.51%)), Atmos Energy Corp ($ATO (+0.74%)), Lumen Technologies ($LUMN (+0%)), Lyondell ($LYB (-1.69%)), Northrop Grumman ($NOC (+1.66%)), The Scotts Miracle-Gro Company ($SMG (+3.2%)) and Valvoline ($VVV (+1.15%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Pinduoduo ($PDD (-0.42%)) presents its figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Lufthansa ($LHA (+4.2%)) - Despite a newly discovered virus variant in South Africa, Germany's Lufthansa is maintaining flight connections to the virus variant area for the time being. The situation is being intensively monitored and all legal requirements and rules are being adhered to, a Lufthansa spokesman said. Due to the upgrading of the country to a virus variant area, airlines are only allowed to carry German citizens to Germany. The share slipped 13.39 percent to 5.37 euros in the meantime.

Software AG ($SOW) - Software AG is apparently looking into a possible sale. The software company had hardly grown in recent years and is now undergoing a far-reaching restructuring. The company is trying to change its business model to the subscription model that is common in the industry. A sale would also only come about if the foundation set up by the company's founder Peter Schnell, which holds more than 30 percent of the company, agrees to it. In the meantime, the share price rose by 7 percent to 38.19 euros.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC (+1.02%)) - Bitcoin overtakes PayPal ($PYPL (-0.02%)) and is already processing more volume by dollar value. Now Mastercard is being targeted. According to a report by Blockdata, the Bitcoin network processed about $489 billion per quarter in 2021, which is 187 billion more than PayPal's revenue. Mastercard could be overtaken as early as 2026, according to the report, if the total number of transactions, the average amount of Bitcoin sent per transaction, and Bitcoin's price growth continue to rise as they have.

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