Posts
25Hello everyone, I made a purchase on $BLK I don't expect to make 400% returns like on $NVDA (-1.35%) but I think that for stability, diversity, return it is a safe bet. I think that today Blackrock is very expensive but that does not prevent them from still making money. tell me what you think. Next step $7203 (-0.07%) Toyota?
If you have any ideas, don't hesitate.
I think Toyota Prius but Mercedes also good, BMW too. Race perhaps the strongest.
Others less good.
Unfortunately Subaru also very very weak.
What is happening with Hyundai ADR? Lies DEAD in my depot.
Renault and Stellantis also quite weak. VW slightly better but not good.
Ferrari is very strong but not really a car stock.
Porsche Holding, interesting.
Here is a photo of my beautiful family carriage
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/QjmnXzs5aPw?si=UBa2XKVcVG4h_9k1
Sunday:
Stock markets are likely to open lower on Monday. The reason is the tariff dispute between the USA and the rest of the world. Mexico and Canada have been hit with 25% tariffs, China with 10% and the EU is to follow suit. Both Mexico and Canada are not putting up with it and are hitting back. Justin Trudeau announces the same tariffs on US products and calls for a boycott of US products.
Monday:
Inflation in the eurozone is on the rise again. Inflation rates rose to 2.5% in January. The expectation was 2.4%, but in combination with Trump's tariffs, this news is unlikely to go down well. This is because higher inflation and tariffs could make further interest rate cuts less likely.
Tuesday:
UBS $UBSG (-0.78%) UBS benefits from higher interest rates and generates significantly higher profit. Profit amounted to 5.1 billion euros in 2024. The integration of Credit Suisse is progressing well. The dividend is set to increase.
Things are going well at $KGX (+0.93%) Kion. Despite an improved margin, the Group intends to further optimize costs. The operating margin improved to 8% in 2024. Cash flow and operating margin surprised positively.
Wednesday:
Trump once again enters negotiations with maximum demands. He talks about the USA taking over the Gaza Strip. We are curious to see what the final outcome will be.
$GOOGL (-0.94%) Alphabet falls slightly short of revenue expectations. Instead of USD 96.56 billion, it was only USD 96.47 billion. Overall, revenues increased by 12% in the last quarter. At 32%, the cloud division grew two percentage points less than expected.
German car manufacturers are not the only ones struggling with sales problems. Also $TSLA (-6.69%) Tesla and now $7203 (-0.07%) Toyota are also presenting poorer figures. Profits fell by 28% to 7.66 billion euros in the third quarter. In addition, Toyota is only now starting to develop electric cars.
Good news: producer prices in the eurozone have risen less sharply than expected at 0.4%.
Thursday:
The BoE cut the key interest rate to 4.5%. However, two members of the relevant committees called for an even greater rate cut. At the same time, the growth forecast in the UK đŹđ§ was adjusted downwards.
These are the most important dates for the coming week:
Wednesday: 14:30 Inflation data (USA)
Thursday: 14:30 Producer prices (USA)
Friday: 14:30 Retail sales (USA)
Can you think of any other dates? Write it in the comments đ
Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D
I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)
If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.
For the question of how high the profits or losses were, please refer to the portfolio.
Out are:
$STLAM (+0.32%) (loss)
$AFX (+2.1%) (loss)
$MC (+0.2%) (loss)
$OR (-0.49%) (loss)
$7203 (-0.07%) (loss)
$D05 (-1.19%) (Profit)
$RHM (+0%) (Profit)
$ENR (-0.14%) (Profit; also dropped from my "real" portfolio)
Partial sale:
$WMT (-0.98%) at 50%
Increased by:
$ASML (+0.93%) Since the position was down over 20%, but I am convinced in the long term
New additions:
Boston Dynamics $HYUD
and Toyota's research division $7203 (-0.07%) want to bring AI to the Atlas robot.
When it comes to imitating natural movements for robots, the US robotics company Boston Dynamics is one of the world leaders, and Atlas is currently one of the best humanoid robots. In future, it should be even easier to teach it new movements.
The company has entered into a partnership with the Toyota Research Institute (TRI) to bring TRI's Large Behavior Model (LBM) and Atlas together. The aim is to "accelerate the development of humanoid general-purpose robots", the TRI announced.
The LBM developed by the TRI is based on a process that was developed together with Columbia University and the Massachusetts Institute of Technology (MIT) and is known as the diffusion policy. A robot learns through haptic demonstrations.
The human demonstrates, the robot learns
Diffusion policy is part of imitation learning (IL): instead of writing elaborate code to teach a robot new behaviors, a human demonstrates a movement.
This creates small, consecutive actions that are combined into a complex action. Instead of predicting a single action in one step, the diffusion policy predicts different actions and narrows them down over time. This makes a robot increasingly precise when handling objects.
The TRI has already taught robots a number of skills in this way. These include, for example, pouring liquids or using tools. They have even been able to teach the robots complex tasks such as preparing pancakes, peeling potatoes or buttering bread.
Boston Dynamics and the TRI are establishing a joint research team that will be based in Boston. "Current advances in AI and machine learning open up enormous potential for the further development of physical intelligence"said TRI CEO Gill Pratt: "The opportunity to implement TRI's AI on Boston Dynamics' hardware is critical to both of our organizations as we work to empower people and improve quality of life."
Toyota sees potential in air cabs.
In Germany $LILM (+43.61%) on the brink of insolvency.
Perhaps a German car manufacturer will be found đ.
I also find it exciting that many car manufacturers are directly invested in EVTOL manufacturers. You can see the individual links in the picture below.
- $011760 (Hyundai) has founded its own company with Supernal
- $9868 (-7.06%) (Xpeng) also has its own project with XpengAH
- $MBG (-0.62%) (Mercedes) has invested in Volocopter
- $7203 (-0.07%) (Toyota) is invested in Joby Aviation
- $STLAM (+0.32%) (Stellantis) is invested in Archer and even to a large extent. In addition, Stellantis will build the air cabs for Archer in the US plant as a contract manufacturer.
You have to see how much the car manufacturers pursue this strategy when things get serious. Stellantis seems to me to be the furthest along.
This is another way to indirectly invest in the EVTOL industry without taking the full risk of being directly invested in one of the manufacturers. #evtol manufacturer directly.
Operating margin car manufacturers Q1/24
+38.2% Ferrari
+15.7% Porsche
+11.2% Stellantis
+10.8% Mercedes
+10.0% Toyota
+8.8%% BMW
+5.5% General Motors
+7.6% Renault
+7.2% Volvo
+6.6% Volkswagen
+5.8% Hyundai
+5.6% Honda
+5.5% Tesla
+4.7% BYD
+2.9% Ford
>> Opinions?
$TSLA (-6.69%)
$RACE (+2.55%)
$P911 (-1.85%)
$STLAM (+0.32%)
$MBG (-0.62%)
$7203 (-0.07%)
$BMW (-0.49%)
$GM (-0.17%)
$RNO (-0.93%)
$VOLV B (+1.21%)
$VOLV A (+0.86%)
$VOW (-1.1%)
$005380
$1211 (-3.24%)
$81211
$F (-0.89%)
$7267 (-1.08%)
Japanese equities: a promising outlook for 2024
Imagine Japan is a giant sushi bar and the stocks are the nigiri appetizers. For a long time, no one really looked, but now everyone realizes: "Hey, this tastes really good!" This is exactly what is happening with Japanese shares at the moment. Investors are starting to pull out their chopsticks, and for good reason. I'll give you a brief overview of the pros and cons & draw a short conclusion.
-
Reasons for optimism:
Monetary policy and reforms:
Strong corporate earnings and share buybacks:
Growth in the technology sector:
Foreign investment:
Regulatory changes and stock market initiatives:
-
Challenges and risks
-
Conclusion
Right after the sources used, there is a sexy overview of some possible investments!
Sources
--------------------
Toyota Motor Corporation (Ticker: $7203 (-0.07%)
)
Sony Group Corporation (Ticker: $6758 (-1.22%)
)
SoftBank Group Corp (Ticker: $9984 (-1.56%)
)
Fast Retailing Co, Ltd (Ticker: $9983 (-0.16%)
)
--> I do not hold any of the stocks mentioned.
Are you invested in Japan? Why yes, why no? What insider tips do you have?
So, this post has been a while in the making. I hope you like it đ If any information is out of date, please let me know! The stock market world is big and turns fast. đ
GG
Top creators this week
