$HEIA (-0.29%)
$EL (-0.06%)
$NUE (+0.35%)
$CDNS (+0.02%)
$WM (+0.68%)
$MSFT (+0.23%)
$V (-0.02%)
$OR (-0.77%)
$AZN (+0.18%)
$MRK (+0.22%)
$PG (+0.18%)
$SBUX (+0.97%)
$BCS (+0.87%)
$META (+0.15%)
$BABA (-0.1%)
$QCOM (+0.45%)
$AIR (+0.34%)
$HSBC (+0.9%)
$GSK (+0.15%)
$MBG (-0.08%)
$F (+0.11%)
$AAPL (-0.24%)
$AMZN (+0.23%)
$MA (+0.07%)
$7203 (+1.08%)
$SHEL (+1.09%)
$005930
$SNY (+0.49%)
$CMCSA (+0.45%)
$COIN (+0.51%)
$NET (+0.05%)
$XOM (+0.29%)
$CVX (+0.5%)
$CS (+0.67%)
$NTDOY (-2.38%)
$CL (-0.23%)
$DTG (-0.41%)
$UNH (+1.14%)

More precisely Malta, normally you can use such posts to talk about local companies and stock corporations.

Unfortunately I have to disappoint you, I can't really tell from a normal vacation whether / which companies Malta has.

What I see here are an endless number of cars of all makes and construction sites, as well as $HEIA (-0.29%) .

Mini-conclusion I am currently here for the 4th of 7 days, I don't think I really need more days, the old town is very beautiful and I can also recommend the war museum. As well as general sightseeing and eating on the coast / promenade. I found the "party district" Paceville rather weak compared to the standard clubs in DE.

But well, now I'm here and enjoying some seafood and maybe reading "Intelligent Investing" by the pool, have a successful rest of the week.

Many breweries now do a large part of their business with non-alcoholic beers and even schnapps producers such as Berentzen
$BEZ (-0.61%) also want to score points with new non-alcoholic mixed drinks.

Producers of alcoholic beverages have been punished on the stock market in recent months. Anheuser-Busch $ABI (-0.47%) is down a good ten percent on the previous year. The brewery group owns brands such as Budweiser, Corona, Beck's and Löwenbräu. At its competitor Heineken
$HEIA (-0.29%) is in a similar position, down seven percent over the past twelve months. Also Molson Coors
$TAP (+0.07%) is also a good three percent below its value a year ago.

If you look at the past few weeks, you can see that the industry may have just managed to reverse the trend. Molson Coors is up a good six percent since the beginning of the year, Anheuser-Busch is even up over seven percent and Heineken has gained 17 percent since the beginning of the year.

Analysts from the broker eToro believe that the breweries' switch to non-alcoholic products and premium beers may still offer an opportunity: "The transformation has not yet been reflected in the share prices," they write. And: "The companies generate stable cash flows, often pay attractive dividends and benefit from a largely crisis-proof demand."

Source (excerpt) & image: Welt, 26.02.25

Earnings next week 🗓️

$MU (-0.35%)

$NKE (+0.24%)

$CCL (+0.33%)

$FDX (+0.48%)

$RCAT (+0.74%)

$ACN

$BB (+1.78%)

$LEN (+0.15%)

$DRI

$CTAS (+0.22%)

$MAMA

$FDS (+0.12%)

$GIS (+0.23%)

$HEIA (-0.29%)

$ABM (+0%)

$WGO (+0%)

$AMTM

$BIRK (+0.12%)

$REE

$TTC

$CAG

$AVO (+0%)

$MLKN (+0%)

$PAYX (+0.15%)

$KMX (+0.09%)

$FCEL

$SCHL (+0%)

$SCS

$WS (+0.19%)

$LW (-0.01%)

$QIPT

$CMP

$MITK (-0.06%)

$JBL (-0.04%)

$EPAC (+0.87%)

$OGI

$RICK (+1.41%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+0.16%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+3.18%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-1.49%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0.32%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-1.24%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+3.98%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+2.3%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0.14%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+1.42%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (+0.69%)

- 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 (+0.06%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0.47%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (-0.81%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0.97%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-0.8%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+0.16%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+0.16%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-0.29%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (-1.95%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0.09%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0.1%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (+4.81%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-0.56%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+3.69%)

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 (+0.1%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-0.08%)
$DTG (-0.41%)
$VOW (+0.58%)
$BMW (-0.08%)
$VOLV B (+0.33%)
$TSLA (+0.79%)
$1211 (+0.45%)
$P911 (-0.3%)
$F (+0.11%)
$8058 (+0.67%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+1.62%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (+0%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (+0.76%) Sixt $DTE (+0.22%) Telekom $TUI1 (-1.06%) Tui $AGCO (+0.15%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (+0.16%) Siemens $EBK (+1.43%) ENBW $DHL (+0.97%) Post and $ALV (+0.44%) in the process.

Other companies:

$CAT (+0.14%) Caterpillar $HEIA (-0.29%) Heineken $HOG (+0.29%) Harley Davidson $PM (+0.67%) Philip Morris $NKE (+0.24%) Nike $AAPL (-0.24%) Apple $005930 Samsung $UPS (+0.35%) UPS $SHEL (+1.09%) Shell $V (-0.02%) Visa $MA (+0.07%) Mastercard $KER (+0.36%) Kering

$KO (+0.26%) Coca-Cola $QSR (-0.43%) Restaurant Brands (Burger King)

$O (+0.21%) 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 (-0.29%) and $CARL A (+0.42%) shares.

The setback of the $HEIA (-0.29%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0.33%) 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 (-0.32%) and $CARL A (+0.42%) 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.