Restaurant Brand

Quarterly figures on Valentine's Day (14.02.23)

From Coca-Cola to SFC Energy and AirBNB ⤵️

Today there were again some quarterly figures that are very interesting for us investors. The numbers are one thing but how are the outlooks. On the outlooks we can otherwise like to go into the comments times, from the companies that are interesting.

The consumer figures from the U.S., were not quite so convincing today.

USA: Consumer prices in January +6.4%. Expected +6.2% after +6.5% in the previous month (y/y).

USA: Consumer prices (core rate) in January +0.4%. Expectations were +0.4% after +0.3% in the previous month (m/m).

Perhaps the figures will make us a bit more positive again:

$ABNB (+0.01%)
Airbnb:

Beat analyst estimates of $0.25 in fourth-quarter earnings per share of $0.48. Revenue of $1.9 billion beat expectations of $1.86 billion.

$KO (+0.07%)
The Coca-Cola Co:

Hits analyst estimates with fourth-quarter earnings per share of $0.45. Revenue of $10.1 billion above expectations of $10.01 billion. In the outlook for 2023, Coca-Cola expects organic revenue growth of 7% to 8% (analyst forecast: 7.15%).

$SZU (+0%)
Südzucker:

Expects fiscal 2022/2023 group sales of 9.5 billion euros (ate forecast 9.7-10.1 billion), group Ebitda of 1-1.04 billion (old 0.89-0.99 billion), and group operating profit of 640-680 million (old 530-630 million).

$JEN (+0.14%)
Jenoptik:

Expects sales of 1.05-1.1 billion euros and an Ebitda margin of 19-19.5 percent for fiscal year 2023. The forecast is based on preliminary sales in fiscal 2022 of around 980 million euros (last forecast 945-960 million).

$MAR (-0.02%)
Marriott International Inc:

Surpassed analyst estimates of $1.83 in fourth-quarter earnings per share of $1.96. Revenue of $5.92 billion exceeded expectations of $5.39 billion.

$RBD
Restaurant Brands Intl Inc:

Missed analyst estimates of $0.74 in the fourth quarter with earnings per share of $0.72. Revenue of $1.69 billion exceeded expectations of $1.67 billion.

$MTUAY
MTU Aero Engines:

Achieves 2022 revenues of €5.33 billion (PY: €4.188 billion, analyst forecast: €5.405 billion), Ebit (adjusted) of €655 million (PY: €468 million, €633 million), Ebit margin of 12.3% (PY: 11.2%, forecast: 11.7%) and net profit (adjusted) of €476 million (PY: €342 million, forecast: €455 million). Proposed dividend 2022 at €3.20 (PY: €2.10, forecast: €2.90). In the outlook for 2023, MTU Aero Engines now expects a higher revenue growth of 10 % and for 2025 still an Ebit (adjusted) of approximately €1 billion (forecast: €1.00 billion).

CFO: Expect 2023 Ebit (adjusted) of €775 to €750 million. Dividend payout ratio for 2023 to increase to 40%. Will have to deal with share buyback issue from 2024.

$KTA (+0.25%)
Knaus Tabbert:

Achieves 2022 consolidated group sales of €1.050 billion (PY: €863 million) according to preliminary figures (driven by strong growth spurt in Q4).

$F3C (+0.43%)
SFC Energy:

2022 sales of €85.2 million (PY: €64.3 million), Ebitda (adjusted) of €8.2 million (PY: €6.2 million) and Ebit (adjusted) of €3.2 million (PY: €1.9 million). For 2023, the company expects revenues of €103 bid €111 million and Ebitda (adjusted) of €8.9 to €14.1 million.

$NEM (+0.23%)
Nemetschek:

Achieves fiscal 2022 revenue and profitability targets, 2022 revenue growth of +17.7% (+12.1% at constant currency) to €801.8 million, 2022 Ebitda growth of +15.8% to €257.0 million, 2022 Ebitda margin at 32.0% (PY: 32.6%), detailed 2022 figures and 2023 outlook on March 23.

$CEC (+0.3%)
CECONOMY:

Reports 1st quarter sales of €7.1 billion (PY: €6.85 billion, analyst forecast: €7.1 billion), Ebit (adjusted) of €224 million (PY: €274 million) and net income of €127 million (PY: €122 million). Forecast 2022/2023 confirmed. CECONOMY sells majority stake in Mediamarkt Sweden to Power International; in return CECONOMY receives 20% stake in Swedish subsidiary Power Sweden from Power International.

$TKA (-0.18%)
ThyssenKrupp:

Reports 1st quarter order intake of €9.2 billion (PY: €10.4 billion), sales of €9 billion (PY: €9 billion, analysts' forecast: €9.1 billion), EBIT (adjusted) of €254 million (PY: €378 million, forecast: €174.6 million) and net income of €75 million (PY: €106 million). Outlook for 2022/2023 confirmed.

#quartalszahlen
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#knaustabbert

Expenditure/Revenue Recap 2022

Money is what people talk about! #recap2022

In the sense of getquin, which allows us all not only to track our own portfolios, but also to discuss money and investments.

First I want to talk about my income, then about my expenses and be as transparent as possible.

(For tracking I use Finanzguruwhich I use since May)

First my income:

In 2022 I have 55.222,26€ received.

My main source of income is my work in the white collar relationship, there I have 40.464,78€ received (December salary outstanding). The rest came from "rental income" of my girlfriend, tax office, profits (shares, sweepstakes, Ebay) and Co.

The income point is I think but not as interesting as the expenditure point:

My expenses:

In 2022 I have 58.218,25€ spent.

The biggest chunk with 19.334€ lies there with the Living. The rent is always deducted in full from my account, my girlfriend then transfers your part. In total, I / we have paid 9,463 € in rent, and moved in April together. The Deposit from 2.550€ I took over alone (Rheinmetall 7er lever of March runs) and the largest part of the furnishings with 5.686€.

The rest comes from electricity, parking and miscellaneous.

Next comes Invest with 10.046€.

There went 8.213€ to TradeRepublic, 1.148€ in Crypto, 380€ in gold/silver and my little old building society contract was allowed to settle with 300€ happy.

The third point is 7.349€
InsurancesThis includes private health insurance and pension insurance, which is why the amount is so gigantic.

The PKV takes since August 3.487€ and the RV
2.425€Thus remain occupational disability with 784 €, legal protection, accident and liability with a total of 651 €.

Let's move on to a nicer point: Shopping with 6.229€

This of course includes forever of small items.

The ones that stick out are a new cell phone from $AAPL , a lot of $AMZN (+0.27%) and $EBAY (+0.53%) clothing $YOU (+0%)
$ASC (+0.16%) and a lot of untitled stuff from $PYPL (-0.14%) and Klarna.

But also some gifts for friends and family.

Right after even better: Food with 3.624€

3.315€ went to supermarkets and discounters (I work in a grocery store, so I see a lot of great and tasty things every day) and 262€ to $HFG (+0.02%)

2.913€ are for travel have been spent.

Of course beautifully well-behaved with $ABNB (+0.01%) !

Likewise, a vacation is included, which I will make only in February 23, but is already paid 🎌.

Finances and taxes forms a small loan from my dad, which I paid him back and Donations for good causes with 2.765€.

The 2.428€ at leisure expenses include books, subscriptions to $NFLX (+0.15%)
$GOOGL (+0.97%)
$AAPL (+0.17%)
$AMZN (+0.27%) and $DIS (-0.23%) , ventures, sports, hobbies, hairdresser, cinema and Rock in the Park.

The last of the major items that remain are Restaurants with 1.266€. The most went real restaurants at home and abroad with 684€ and 582€ to fast food from $MCD (+0.04%)
$DPZ (-0.57%)
$SBUX (-0.13%)
$RBD and $YUM (+0.02%)

The rest are then still smaller other expenses.

So... Holy Moly, that took longer than expected 😂.

I think I just took over an hour for all the analyses and the written record, but I think that I have also learned something from it.

Overall, I think that the expenses were ok, especially for the circumstances this year.

Next year I will invest and travel more and spend less on the apartment.

Who has made it down to here I would like to thank upright ❤️

It gives me so much pleasure to talk with you, to write posts and to get to know other views!

Absolutely gigantic thank you to everyone who has liked and commented on my posts this year! ❤️❤️❤️

I think that was my last big post this year, in the next it goes on 😃

Stop stop! There was something else! I want to know how it was with you!

I am clear, not all want to write something like that in numbers but I would be interested in how the expenses and income of you look in percent!

What percentage of your expenses go into investing? How many for rent/house away?

And to anyone doing a post on this, feel free to link, would love to see it! 😃

(Especially what a donkey spends on his meadow or a panther in Bali!).