New additions $TTD (-0.29%)
$TUI1 (+5.82%) and very important $GME (+1.09%)
subsequent purchase $NU (-0.19%) nananunanana 😉
Adjustment of shares from $SBMO (-0.99%) as I have transferred these to Volksbank and gq can't cope with this
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23New additions $TTD (-0.29%)
$TUI1 (+5.82%) and very important $GME (+1.09%)
subsequent purchase $NU (-0.19%) nananunanana 😉
Adjustment of shares from $SBMO (-0.99%) as I have transferred these to Volksbank and gq can't cope with this
Tui customers book summer vacation later and winter loss falls + Eon increases operating profit strongly at the start of the year + Barclays starts CTS Eventim with 'Overweight' and target price 130 euros + Deutsche Pfandbriefbank confirms forecast
Tui customers $TUI1 (+5.82%)book summer vacations later and winter losses fall
Eon $EOAN (+2.51%)increases operating profit strongly at the start of the year
Barclays starts CTS Eventim $EVD (+0.54%)with 'Overweight' and target price 130 euros
Deutsche Pfandbriefbank $PBB (+0.46%)confirms forecast
Wednesday: Stock market dates, economic data, quarterly figures
08:00 DE: Consumer prices (final) April PROGNOSE: +0.4% yoy/+2.1% yoy Preliminary: +0.4% yoy/+2.1% yoy Previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.2% yoy Preliminary: +0.5% yoy/+2.2% yoy Previous: +0.4% yoy/+2.3% yoy
11:15 MA: Fed Governor Waller, speech on Central Bank Research
14:40 EU: ECB board member Cipollone, chairs the panel on liquidity issues
15:10 US: Fed Vice Chairman Jefferson, speech on economic outlook
No time given:
- EE: Governing Council member Muller, presentation of the Eesti Pank Financial Stability Report
- AT: Opec monthly oil market report
$TUI1 (+5.82%) I would have rather invested the money in a vacation. Now I'm sitting here with a screen full of losses and a suitcase full of sand that I've never felt 🙃
Washington Post reports around 20% universal tariffs + Wells Fargo expresses skepticism about Tesla + Reorganization of Varta completed + Tradegate AG achieves new sales record + Tui set for recovery
Washington Post reports around 20% universal tariffs
Wells Fargo $WFC (+1.46%)expresses skepticism about Tesla $TSLA (+0.99%)
Reorganization of Varta $VAR1completed
Tradegate AG $T2G (+0%)achieves new sales record
Tui $TUI1 (+5.82%)set to recover, Hauck Aufhäuser advises to buy
Wednesday: Stock market dates, economic data, quarterly figures
08:00 DE: Business notifications (business start-ups) 2024
12:30 FR: ECB Director Schnabel, keynote at Masterclass of SciencesPo
14:00 ES: Governing Council member Escriva, speech at event of the Entrepreneurs Association
14:15 US: ADP Labor Market Report March Private Sector Employment PROGNOSIS: +120,000 jobs previously: +77,000 jobs
15:30 UK: Chancellor of the Exchequer Rachel Reeves, discusses the Spring Statement to the Treasury Committee
16:00 US: Industrial orders February FORECAST: +0.5% yoy previous: +1.7% yoy
16:30 US: Crude oil inventory data (week) from the government Energy Information Administration (EIA) previous week
21:00 US: US President Trump, announcement of reciprocal tariffs
21:45 EU: ECB President Lagarde, speech at the Sutherland Leadership Award
22:30 US: Fed Governor Kugler, speech on inflation expectations and monetary policy
Consumer confidence in the US falls to its lowest level in 4 years + Tui nears previous week's high on capital market day + Wacker Neuson targets higher earnings after a weak year + Aroundtown makes a profit again
Consumer confidence in the USA falls to its lowest level in 4 years
Tui $TUI1 (+5.82%)approach previous week's high on capital market day
Wacker Neuson $WAC (-1.1%)targets higher earnings after a weak year
Aroundtown $AT1 (+1.4%)makes a profit again
Wednesday: Stock market dates, economic data, quarterly figures
08:00 DE: Public sector debt 4Q
08:00 UK: Consumer prices February FORECAST: +0.5% yoy/+2.9% yoy previous: -0.1% yoy/+3.0% yoy Core consumer prices FORECAST: +0.6% yoy/+3.7% yoy previous: -0.4% yoy/+3.7% yoy
08:45 FR: Consumer Confidence March FORECAST: 94 previous: 93
13:30 US: New orders for durable goods February FORECAST: -1.0% yoy previous: +3.2% yoy
15:30 US: Crude oil inventories data (week) from the Energy Information Administration (EIA) previous week
18:10 US: Fed St. Louis President Alberto Musalem, speech at Paducah Area Chamber of Commerce luncheon
Today an overview of what can happen to a trader like me. The day before yesterday I fell flat on my face with a derivative on $TUI1 (+5.82%) with a loss of 35%. Today my derivative is up $ADYEN (-1.83%) 60%. So the joys and sorrows are so close together. Let's see what else the day brings.
This morning the TUI AG ($TUI1 (+5.82%) ) FY or Q1 2025 earnings webcast was also held this morning, and I would like to summarize the key points for you.
The first quarter was strong, with revenue up 13% and underlying EBIT up significantly to 51 million euros, mainly driven by the strong performance of Holiday Experiences.
Hotels & Resorts recorded growth of 60 million euros, with a 3% increase in bed numbers, a 2% increase in occupancy and a strong 5% increase in daily rate. The cruise business also performed well, with an increase of 14 million euros despite some refinancing costs. Here, capacity rose by 10%, occupancy by 1% and rates by 4%. TUI Musement also grew by 9 million euros, with the 12% growth in experiences being particularly noteworthy.
Markets & Airlines recorded a decline of 30 million euros. However, there were also positive developments: Dynamic Packaging grew by 18% and app sales by 40%. The integration of Ryanair in December has already shown initial success and further airlines and dynamic connections are set to follow.
In the hotel sector, new locations were opened in Asia, including a Robinson Club in Vietnam and the first TUI Blue Hotel in Indonesia.
Financially, this was the second time that TUI recorded a positive first quarter. The company received a BB rating from Fitch, which represents a positive development in financial stability. The refinancing was completed and the KfW facility was formally removed from the balance sheet.
EBIT development was largely driven by the product sides, in particular hotels and cruises. The decline in Markets & Airlines is attributable to investments in the summer. Cash flow and working capital remained stable, despite the seasonally lower revenue and payments from the summer. Investments were higher this quarter as there were some disposal proceeds in the previous year and hotel projects were postponed.
Bookings for the winter are positive and summer bookings are up 4% year-on-year. The company confirms its forecast for the full year 2025, with revenue growth of 5 % to 10 % and EBIT growth of 7 % to 10 %.
In the following analyst Q&A session, an analyst from Morgan Stanley started after the current trading session. He wanted to know whether the slowdown in bookings in Germany compared to December's figures was a cause for concern. He also asked why hotel average daily rates (ADR) were increasing more in the second half of the year than in the first quarter. The answer was that TUI is benefiting from its global hotel portfolio and rising demand, particularly from America, the Middle East and Asia. In Germany, the focus is on margin protection and volumes are being managed accordingly.
Another point was the rating upgrade, which the analyst addressed. He wanted to know how this would affect the interest expenses of 400 million euros. TUI explained that the improved rating has a direct impact on the costs of the credit facility and will lead to savings in leasing and asset financing in the long term.
An analyst from Bank of America asked about the benefits from the FTI insolvency. The answer was that it is difficult to quantify what impact this will have, but it isbut it is expected that there will be a positive impact.
Richard Clarke from Bernstein asked about the inclusion of Ryanair. He wanted to know if this is in addition to existing capacity. The answer was that capacity will be kept flat while growth will be achieved through dynamic packages such as with Ryanair. It was emphasized that any additional business activity will increase profitability.
Another question related to cruise capacity utilization, which is slightly lower compared to 2019. The response here was that it is expected to return to 2019 levels.
The analyst also asked about a possible dividend payment, to which TUI replied that a dividend strategy will only be presented at the end of 2025, after the financial situation has been stabilized.
An analyst from Deutsche Bank asked about the operating trends in the West region. TUI explained that it does not see a need to sell more firm capacity to protect margins. Instead, growth should come from dynamic package products, as is being done in other countries.
I hope you enjoyed the summary.
Stay tuned!
$TUI1 (+5.82%) The quarterly results and outlook for 2025 are all good, everything in positive territory, yet the shares are trading at almost -8%? Isn't that exaggerated?
Is there an opportunity to buy more?
I'm still holding on to my shares, I'm still up 40% at the moment.
What do you think about the future of TUI? It looks like it's waking up strongly after the COVID crisis.
Regards
Tui gains at the start of winter + UBS positive on Delivery Hero + Mediamarkt parent Ceconomy significantly increases sales and operating profit
TUI $TUI1 (+5.82%)
grows at the start of winter and reduces losses
UBS positive on Delivery Hero $DHER (+1.21%)
Mediamarkt parent company Ceconomy $CEC (+1.1%)significantly increases turnover and operating profit
Tuesday: Stock market dates, economic data, quarterly figures
Japan stock exchange holiday
Economic data
No time specified:
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