Earnings next week 🗓️

$MU (-0.22%)

$NKE (+0.38%)

$CCL (+0.32%)

$FDX (+0.56%)

$RCAT (+3.96%)

$ACN

$BB (-0.81%)

$LEN (+0%)

$DRI

$CTAS (+0.23%)

$MAMA

$FDS (-0.03%)

$GIS (-0.48%)

$HEIA (-0.42%)

$ABM (+0%)

$WGO (+0.65%)

$AMTM

$BIRK (+0.23%)

$REE

$TTC

$CAG

$AVO (-0.42%)

$MLKN (+0.47%)

$PAYX (-0.97%)

$KMX (+0.11%)

$FCEL

$SCHL (+0.52%)

$SCS

$WS (+0.59%)

$LW (+0.32%)

$QIPT

$CMP

$MITK (+0.96%)

$JBL (+0.89%)

$EPAC (-0.46%)

$OGI

$RICK (+0.39%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+1.27%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+6.9%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+0.44%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+1.81%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-1.32%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+1.32%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (-1.13%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+1.31%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+2.71%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-1.98%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (-0.22%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-0.86%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0.28%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (-0.7%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (-1.32%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-0.94%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (-0.61%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (-0.66%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-0.42%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (-0.38%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0.27%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (-0.24%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-0.36%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+0.48%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+0.88%)

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (-1.29%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (+0.1%)
$DTG (+0.38%)
$VOW (-0.05%)
$BMW (+0.73%)
$VOLV B (+0.06%)
$TSLA (+0.67%)
$1211 (-0.1%)
$P911 (-2.67%)
$F (-1.5%)
$8058 (-0.56%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0.05%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (+0.44%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0.81%) Sixt $DTE (-1.38%) Telekom $TUI1 (-2.54%) Tui $AGCO (+1.4%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (+1.27%) Siemens $EBK ENBW $DHL (-1.32%) Post and $ALV (+0.92%) in the process.

Other companies:

$CAT (+0%) Caterpillar $HEIA (-0.42%) Heineken $HOG (+0.31%) Harley Davidson $PM (+0.09%) Philip Morris $NKE (+0.38%) Nike $AAPL (-0.7%) Apple $005930 Samsung $UPS (+0.86%) UPS $SHEL (+0.39%) Shell $V (-0.02%) Visa $MA (+0.5%) Mastercard $KER (-1.2%) Kering

$KO (-0.03%) Coca-Cola $QSR (-0.21%) Restaurant Brands (Burger King)

$O (-0.25%) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

Today I looked at the $HEIA (-0.42%) and $CARL A (+2.91%) shares.

The setback of the $HEIA (-0.42%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0.35%) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (-0.4%) and $CARL A (+2.91%) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.