This are stocks for the project at this month. Let's hope a bit of luck here...
(ALL the stocks were bought during Last month. There's projected to be sold during this month after ex-dividend date)
Posts
11Hello everyone,
I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.
It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).
May:
$SOLB (-2.05%) (SOLD due Stoploss bef Div. Lost: -37,40€)
$EOAN (+0.1%) (SOLD due StopLoss bef Div. Lost: -22€)
$ENI (+0.83%) (SOLD. +5,67€ Div). Profit: +12,99€)
$COFB (+1.44%) (SOLD. +25,11€ Div). Profit: 14,50€)
$IG (+0.96%) (+14,8€ Div)
Jun:
July:
Hello everyone,
I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.
It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).
TTWROR: 2,58%
TOTAL DIVs: 56,27€
May/Jun stocks:
$ENI (+0.83%) (SOLD. After Div, +12,99€)
$COFB (+1.44%) (SOLD. After Div, +14,50)
$EOAN (+0.1%) (SOLD before Div due StopLoss. -17,38€)
$SOLB (-2.05%) (SOLD before Div due StopLoss. -37,4€)
$IG (+0.96%) (Div. 14,8€)
Market report: Deutsche Telekom
The $DTE (-0.24%) remains a dominant player in the German telecommunications market, supported by strong financial results and ambitious projects. In 2024, the Group achieved strong revenue growth, particularly through fiber and mobile projects, and exceeded forecasts in several segments .
Current projects and developments
1.Fiber optic expansion:
- Deutsche Telekom plans to connect around 2.5 million new households to the fiber-optic network (FTTH) every year until 2027. The total number of households that can be connected is set to rise to 17.5 million, with a target take-up rate of 20% .
- A record 131,000 new fiber optic tariffs were already achieved in the third quarter of 2024 .
2.5G network and digitalization:
- The expansion of the 5G network is being systematically driven forward, with a target network coverage of 95% in Europe by 2027. The company is also investing in campus solutions and network slicing.
- Customer care processes and self-service offerings are increasingly being optimized using artificial intelligence to increase efficiency.
3.Business customers and B2B:
- Global business with business customers, particularly via the subsidiary T-Systems, is to be accelerated through cloud-based platforms and ICT solutions. Revenue growth in the billions is expected .
4.Sustainability and financial flexibility:
- In addition to record dividends (90 cents per share), Telekom is planning share buybacks worth up to 2 billion euros .
Competitive situation
Deutsche Telekom faces intense competition from other major providers such as $VOD (+1.05%) , $TEF (+0.47%) (O2) and regional players such as 1&1. While Vodafone and Telefónica are also investing in fiber projects and 5G, Deutsche Telekom stands out due to its dominant market position and global commitment.
Competitors:
-Vodafone: Strong focus on IoT and 5G technologies.
-Telefónica Germany (O2): Aggressive expansion of low-cost offers and regional partnerships.
-Freenet and 1&1: Increasing focus on innovative tariff models and attractive price points .
Prospects and possible new projects
Deutsche Telekom plans to further expand its digital offering, with a focus on payment services, AI-supported solutions for end customers and sustainable infrastructures. In addition, future investments in cloud-based services and partnerships could further increase revenue in the B2B area. Expansion in Europe remains a key area, while growth via T-Mobile US continues to be a key driver in the USA.
Overall, Deutsche Telekom is demonstrating a strong strategic focus on both sustainable infrastructure and digital innovation. It is expected to maintain and further expand its leading position in the German market.
https://www.mordorintelligence.com/de/industry-reports/germany-telecom-market
Telefonica Q3 2024 $TEF (+0.47%)
Financial performance:
Balance sheet overview:
Income structure:
Cash flow overview:
Key figures and profitability metrics:
Segment information:
Competitive position:
Telefónica remains the leader in FTTH (fiber) and 5G, supported by significant investments in network expansion.
Forecasts and management comments:
The company reiterated its guidance for 2024, with expected revenue growth of 1% to 2% and EBITDAAL - CapEx growth of up to 13%.
Risks and opportunities:
Summary of results:
Positive aspects:
Strong free cash flow growth of 89.5% year-on-year in the third quarter of 2024, indicating solid operating results and effective financial management
Improvement in the EBITDA margin by 0.1 percentage points year-on-year, a sign of efficiency in cost control.
Further growth in Spain and Brazil despite challenging macroeconomic conditions.
Strategic focus on the expansion of FTTH and 5Gstrengthening the market position.
Effective hedging strategythat mitigates the negative impact of exchange rate fluctuations.
Negative aspects:
Decline in sales of 2.9% year-on-year in the third quarter of 2024, which has a negative impact on revenue.
Significant non-cash impairment in Peruaffecting the balance sheet and comprehensive income.
Decrease in net profit due to non-recurring expenses, which could make the company less attractive to investors.
Increased net expenditure on investments by 51.3 % compared compared to the previous year, which ties up capital and may limit short-term financial flexibility.
Competitive pressure in the core marketswhich could put pressure on margins in the long term.
Summary Earnings, 07.11.
$MUV2 (+0.45%)
| Munich Re Q3 24 Earnings
EPS EU7.02 (est EU6.67)
Sees FY Insurance Rev. About EU61B, Saw About EU59B
Sees FY Profit Above EU5B, Saw EU5B
$RHM (-3.99%) | Rheinmetall AG Q3 24 Earnings
Sales EU2.45B (est EU2.42B)
Still Sees FY Sales About EU10B (est EU9.99B)
Sees FY Operating Margin At Upper End Of Guidance
Nissan Motor Q2 2024 Earnings $7201 (+1.46%)
Q2 Operating Income 31.91B Yen (est 65.25B Yen)
Q2 Net Loss 9.34B Yen (est Profit 49.07B Yen)
Sees FY Oper Income 150.00B Yen, Saw 500.00B Yen
To Cut 9,000 Jobs Globally
To Reduce Global Production Capacity By 20%
To Sell Back Up To 10.02% Of Mitsubishi Motors Shares
Air France KLM Q3 24 Earnings $AF
EBITDA EU1.90B (est EU1.9B)
Rev EU8.98B (est EU8.88B)
Net Income EU780M (est EU874.3M)
Sees FY Capex EU3B, Saw Below EU3B
$TEF (+0.47%) | Telefonica Q3 24 Earnings
REV. EU10.02B (est EU10B)
Adj. EBITDA EU3.26B (est EU3.26B)
Net Income EU10M (est EU357M)
To Book €314 Million Non-Cash Impairment For Peru
ArcelorMittal Q3 24 Earnings: $MT (-0.94%)
- Sales $15.20B (est $15.23B)
- EBITDA $1.58B (est $1.47B)
- Still Sees FY CAPEX $4.5B To $5.0B
- Markets Conditions Are 'Unsustainable'
- Positive On Medium/Long Term Outlook
Daimler Truck Holdings Q3 24 Earnings: $DTG (+0.66%)
- Rev EU13.14B (est EU12.98B)
- Adj EBIT EU1.19B (est EU1.13B)
- Still Sees FY Rev EU53B To EU55B (est EU53.45B)
Adyen disappoints with lower than expected sales growth and loses 13% on the stock market. $ADYEN (+1.95%)
Lanxess-shares rise by 4.4% to 26.80 euros after a positive quarterly report, having previously fallen by 13%. The operating margin exceeds expectations, although prices weaken. $LXS (-0.46%)
National Grid increased its adjusted operating profit by 14% to 2 billion pounds in the first half of the financial year and expects an increase of around 10% for the year as a whole. Higher fees in New York and higher revenues in the UK are supporting growth. $NG. (+0%)
AMS-Osram increased its profitability in the third quarter despite a decline in sales, but expects business development to be subdued in the fourth quarter and early 2025. To ensure profitability, the company plans further cost reductions of 225 million euros by the end of 2026. $AMS
Suess Microtec is more optimistic after a strong third quarter and now expects to achieve its annual targets in the upper half of the forecast range. Sales are expected to reach 380 to 410 million euros, with an EBIT margin of 14 to 16 percent. $SMHN (+1.71%)
The investment company Mutares slips into the red operationally in the third quarter with an adjusted EBITDA loss of EUR 16.5 million. However, sales increased by 14% to 3.9 billion euros. $MUX (-0.07%)
Delivery Hero expects a free cash flow of EUR 50 to 100 million for 2024 and anticipates GMV growth at the upper end of the forecast of 7 to 9 percent. However, the Group expects adjusted EBITDA to be at the lower end of the range of EUR 725 to 775 million. $DHE
Deutz recorded an 80% drop in profits to EUR 7.2 million in the third quarter and slipped into the red with a bottom line of EUR 2 million. Turnover falls by 14.9% to 430.4 million euros due to a slump in demand. $DEZ (-1.56%)
Compugroup Medical records a decline in EBITDA in the third quarter
EBITDA fell by 12% to 54.9 million euros in the third quarter, but slightly exceeded
analysts' expectations slightly. Turnover falls by 1% to 283.4 million euros
euros, and the company confirms its reduced forecast for 2024. $COP (+0.09%)
Alzchem reports a jump in profits for the first nine months with
a 36% increase in EBITDA to EUR 76.8 million and increases the EBITDA margin to
EBITDA margin to 18.5 %. The Group is sticking to its profit target for 2024
but is aiming for the lower end of the sales forecast due to the discontinuation of low-margin
the lower end of the sales forecast. $ACT (-2.16%)
Nordex is raising its forecast for the EBITDA margin for 2024 and
now expects it to be closer to the upper end of the range of three to four
percent. In the first nine months of the year, the company recorded
an increase in revenue of 14 percent to EUR 5.1 billion and an improved
improved EBITDA margin of 3.7 percent. $NDX1 (-1.15%)
Nemetschek recorded an increase in revenue in the third quarter thanks to the
thanks to the GoCanvas acquisition, Nemetschek recorded a 15.1% increase in revenues to 253 million euros,
however, earnings remained slightly below expectations. The
The operating costs of the acquisition put pressure on profits, so that EBITDA
increases by 6.7 %. $NEM (+1.25%)
Rational increases earnings before interest and taxes in the third quarter
taxes by 18% to just under 78 million euros, exceeding analysts'
analysts' expectations, while sales revenues grew by 8% to 294 million
euros. The company confirms its forecast for the year. $RAA (+0.24%)
It was the time when shares went up for a long time. Fortunately, I sold several shares. Now I'm starting to fear a sell-off. Will it continue to go down? I will soon be focusing more on cryptocurrencies.
Sold:
$IHG (+1%)
$1810 (-1.63%)
$PHIA (+1.57%)
$TEF (+0.47%)
$TTE (+0.6%)
$SHEL (+1.04%)
Top creators this week