Added 17 $SHEL (+0.45%) and 52 $F (+0.44%) to my account -> €58,19 extra dividend/Y
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63Ford Motor Company Q2’25 Earnings Highlights
🔹 Revenue: $50.18 B (Est. $45.29 B) 🟢; UP +5% YoY
🔹 Adj. EPS: $0.37 (Est. $0.33) 🟢
🔹 Adj. EBIT: $2.18 B (Est. $1.91 B) 🟢
Segment Performance
🔹 Ford Model e EBIT loss: $1.33 B (Est. loss $1.30 B) 🔴
🔹 Ford Pro EBIT: $2.32 B
Other Metrics
🔹 Tariff-related headwind: $0.8 B
🔹 Operating Cash Flow: $6.3 B
🔹 Adj. Free Cash Flow: $2.8 B
🔹 Declares Q3 dividend: $0.15 /share
Guidance
🔹 Full‑Year Capex: $9.0 B (Est. $8.15 B) 🔴
🔹 Full‑Year Adj. EBIT: $6.5 B – $7.5 B
🔹 Full‑Year Adj. Free Cash Flow: $3.5 B – $4.5 B
CEO & CFO Commentary
🔸 “Ford Pro is a unique competitive advantage driving both top‑ and bottom‑line growth while creating new high‑margin revenue streams…” – Jim Farley
🔸 “We recorded our fourth consecutive quarter of year‑over‑year cost improvement, excluding the impact of tariffs, building on progress we made last year…” – Sherry House
Quarterly figures 28.07-01.08
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Have a nice vacation, Beer challenge, Memories
Hello Getquins,
As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.
As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.
$ROST (-0.11%) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.
My investment $PEP (+0.96%) I hardly see here except for sweets like Lay Chips but $KO (+0.33%) is the leading beverage here.
I have $TSLA (+3.24%) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.
They build like mad here, whether streets $CAT (+0.42%)
$DE (+1.67%) or entire residential areas with several hundred houses.
The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.
Almost 90% of people here have $AAPL (+1.76%) iphone, $F (+0.44%) pickups or $GM (+1.37%) a few European ones can also be seen here $VOW (+1.96%)
$BMW (+1.68%)
The bar culture, restaurants and dinners are very popular.
Of course there is a huge $WMT (+1.08%) and next to it the $CVS (+1.64%)
Best regards and hope you had Easter or soon Whitsun vacation.
So long
Smudo



+ 6

09.05.2025
Trump calls Fed chief a fool after decision + US auto industry criticizes Trump's deal with UK + Half of high-tech chips to come from US + Trade Desk beats expectations for first quarter
Trump calls Fed chief a fool after decision
- US President Donald Trump has called Fed Chairman Jerome Powell a fool following the Federal Reserve's decision to leave the key interest rate unchanged for the time being.
- "Jerome Powell is a fool who has no idea", Trump wrote on his Truth Social platform.
- He had already attacked Powell several times in the past, calling him a "loser" or "Mr. Too Late".
- The Fed had been on a collision course with Trump, who is vehemently calling for interest rate cuts, the day before.
- In view of Trump's aggressive tariff policy, it had opted for a wait-and-see approach and does not want to commit to cutting interest rates any time soon.
- "We have to wait and see how the situation develops," said Fed Chairman Powell when asked by a reporter whether the central bank should cut interest rates at all this year.
- The Fed left the key interest rate at a high level in the range of 4.25 to 4.5 percent.
US car industry criticizes Trump's deal with the UK
- US President Donald Trump's trade pact with the UK has gone down badly with the US automotive industry.
- The reason for this is the reduction in import duties for 100,000 British cars from 25 to 10 percent.
- This would favor manufacturers from the UK over their own industry, criticized the industry association AAPC.
- It represents the big three US car manufacturers: Ford $F (+0.44%) , General Motors $GM (+1.37%)and the Stellantis Group $STLAM (+2.7%)with brands such as Jeep and Dodge.
- Trump's government had imposed tariffs of 25 percent on imported vehicles and components.
- The US manufacturers produce some car models in Mexico and Canada and also source parts from there for production in the USA.
- A large proportion of these are initially exempt from the tariffs as long as the requirements of the USMCA free trade agreement are met.
- Association sees damage for US industry
- Over time, however, the foreign components of USMCA-compliant imported vehicles will also be subject to a 25 percent tariff.
- The trade pact will make it cheaper to bring a British car to the USA than a vehicle from Canada or Mexico, half of which consists of US parts, criticized the association.
- This would harm American manufacturers, suppliers and employees.
- Trump's Secretary of Commerce Howard Lutnick had argued that 100,000 vehicles only made up a small part of the US car market but were a relevant amount for British manufacturers such as Rolls-Royce, Bentley, Jaguar and Land Rover.
US Secretary of Commerce: Half of high-tech chips to come from the USA
- US President Donald Trump's administration has set a new ambitious target for the semiconductor market: 50 percent of modern high-tech chips are to be produced in the USA.
- This should give the country the "firepower" to develop artificial intelligence, said Secretary of Commerce Howard Lutnick on US broadcaster CNBC.
- The majority of chips have been produced in Asia for decades.
- The most modern semiconductors for smartphones or AI data centers, for example, come from Taiwan from contract manufacturer TSMC $TSM (-0.48%).
- There is great concern in the West that China could cut off supplies.
- Trump's predecessor Joe Biden therefore tried to bring more production to the USA.
- His government promised subsidies of around 39 billion dollars (35 billion euros) for this, and several plants are currently being built.
- Trump criticized the aid as a waste of money and wants to focus on tariffs instead.
- Restrictions on the export of US chips At the same time, Trump's government under Biden overturned export barriers for AI technology.
- Export restrictions were planned for many countries - to prevent chips and software from reaching countries such as China via detours.
- Lutnick criticized that this would have cut off allies such as Poland from modern US technology.
- The Trump administration has a different approach.
- According to this, chip deliveries should be permitted if they come to data centers of US operators, said Lutnick.
- As a second requirement, the data center would have to be connected to a cloud infrastructure "from someone we trust".
The Trade Desk $TTD (-16.53%)exceeds expectations for the first quarter thanks to strong demand for advertising technology
- Trade Desk released first-quarter revenue and earnings figures on Thursday that beat analysts' expectations thanks to strong demand for automated ad-buying technology.
- The company's shares rose by 14% in after-hours trading.
- The advertising company's strong results come at a time when companies are reducing their marketing spending due to prevailing recession fears and the uncertain economic situation.
- The advertising platform offers advertisers access to an extensive network of publishers and media partners across a range of industries, enabling them to target their advertising campaigns with precision.
- The Trade Desk is expanding support for its advertising ID "Unified ID 2.0" (UID2), which it says is more privacy-focused and an improvement and alternative to third-party cookies.
- Revenue increased by 25% to USD 616 million in the first quarter, exceeding estimates of USD 584 million, according to data from LSEG.
- On an adjusted basis, the company posted earnings of 33 cents per share for the quarter, above estimates of 25 cents.
- Trade Desk, which has partnerships with retailers such as Walmart, is forecasting second-quarter sales of at least $682 million, slightly below analysts' average estimate of $683.2 million.
Friday: Stock market dates, economic data, quarterly figures
- ex-dividend of individual stocks
- Allianz EUR 15.40
- MTU Aero Engines EUR 2.20
- Talanx EUR 2.70
- IBM USD 1.68
- Mensch und Maschine Software EUR 1.85
- Kuehne + Nagel International 8.25 CH
- Pfizer 0.43 USD
- Walmart 0.24 USD
- Quarterly figures / company dates USA / Asia
- 16:00 Colgate-Palmolive | AbbVie AGM
- Quarterly figures / company dates Europe
- 07:00 Commerzbank | Krones Quarterly figures
- 07:30 Bechtle quarterly figures
- 08:00 PNE AG | International Consolidated Airlines Quarterly figures
- 09:00 Commerzbank Analyst Conference
- 10:00 Drägerwerk AGM | PNE AG Analyst and Press Conference
- 10:30 Commerzbank | Bechtle PK
- 11:00 Villeroy & Boch AGM
- 13:00 Krones Analyst Conference
- Economic data
04:00 CN: April trade balance PROGNOSE: +97.60bn USD previous: +102.64bn USD Exports PROGNOSE: +2.5% yoy previous: +12.4% yoy Imports PROGNOSE: -5.5% yoy previous: -4.3% yoy
12:45 IS: Fed Governor Barr and Fed Governor Kugler (14:30) and Fed Governor Waller (17:30) et al, Reykjavik Economic Conference
14:30 US: Fed Richmond President Barkin to participate in Loudon County Chamber of Commerce Fireside Chat
16:00 US: Fed-Chicago President Goolsbee, attends Fed list-serve event
17:30 US: Fed Richmond President Barkin, attends Greater Washington Board of Trade event
No time specified:
- DE: Start of the trade fair "Invest - the financial event for your future ", Stuttgart
- RU: China's President Xi, visit to Russia
- FR: France's President Macron and Poland's Prime Minister Tusk sign defense agreement

I noticed that the dividend value of Allianz is still the same as last year.
The current value for this year is €15.40.
Volatility on Volatility on Volatility
What is going on? $HIMS (-0.33%) is shooting to the moon, halfway back to its $96 highs. $PLTR (+2.44%) has disappointed investors with its meek guidance.
One of my favorite IPOs this year, $CRWV (+2.91%) , has been doing well.
$F (+0.44%) recovered! I am still looking at a significant loss regarding it though...
One of my favorite dividend payers, $MAIN (+2.06%) , announced a dividend increase from $0.250 to $0.255 per share and a June special dividend of $0.3. I definitely will be trying to increase my position in it. Comment with how many shares you want me to get!
Last but never least, $ASML (+0.98%) has paid its quarterly dividend today. I am slowly but surely trying to build up my position while decreasing my average cost per share.
I discuss all of this and more in today's market recap! Let me know if I have left anything important out.
Ford Motor Company reported earnings Q1 FY2025 results ended on Mar 31, 2025
- Revenue: $40.7B, -5% YoY
- Net Income: $471M, -65% YoY
- Adjusted EBIT: $1.0B, -63% YoY
CEO Jim Farley: "Ford's underlying business is strong despite near-term tariff risks."
🌱Revenue & Growth
- Ford Blue: $21.0B, -3% YoY
- Ford Model e: $1.2B, +967% YoY
- Ford Pro: $15.2B, -16% YoY
- Ford Credit: $3.3B, +16% YoY
- Wholesales Ford Blue: 588K units, -6% YoY
- Wholesales Model e: 31K units, +213% YoY
- Wholesales Ford Pro: 352K units, -14% YoY
- Ford Pro subscriptions: 675K, +4% QoQ
💰Profits & Health
- Net Income Margin: 1.2% vs 3.1% in Q1 2024
- Adjusted EBIT Margin: 2.5% vs 6.5% in Q1 2024
- Ford Blue EBIT: $96M, -$805M YoY
- Ford Model e EBIT: -$849M, +$478M YoY
- Ford Pro EBIT: $1.3B, -$1.7B YoY
- Ford Credit EBT: $580M, +$346M YoY
- Cash Flow from Operations: $3.7B, +$2.3B YoY
- Adjusted Free Cash Flow: -$1.5B vs -$1.5B in Q1 2024
- Cash: $27B, +$3.8B from Dec 31, 2024
- Liquidity: $45B, +$1B from Dec 31, 2024
📌Business Highlights
- Ford Credit paid $200M distribution to parent
- Renewed $18B corporate credit facilities
- Ford Power Promise boosted Model e US retail sales +15% YoY
- F-Series and Bronco led respective segments
- Annual meeting scheduled online May 08, 2025
🔮Future Outlook
- Adjusted EBIT guidance: $7B-$8.5B, excluding tariffs
- Tariff impact: -$1.5B net adverse EBIT
- Guidance suspended due to tariff risks
- Update planned for Q2 earnings call
HennRes | Possibly billions in losses due to Trump's tariffs
According to $JPM (+0.71%) the neuen Zölle
$GM (+1.37%) could cost up to 14 billion US dollars, which would eat up almost the entire forecast global EBIT of 12.5-14.5 billion US dollars for 2025. For $F (+0.44%) is expected to have an impact of around USD 6 billion, which corresponds to approximately 75% of the estimated global EBIT of USD 7.75 billion for 2025.
$GM (+1.37%) imports around USD 56 billion worth of vehicles annually from Mexico and Canada, resulting in estimated tariffs of around USD 10 billion on finished vehicles and an additional USD 4 billion on parts, totaling USD 14 billion.
The tariffs could increase vehicle prices by $3k to $12k, potentially reducing US sales by 500k units.
$JPM (+0.71%) has lowered the price target for $GM (+1.37%) from 64 US dollars to 53 US dollars and for $F (+0.44%) from 13 US dollars to 11 US dollars
$BARC (+2.53%) warns that the tariffs could make car manufacturers "structurally unprofitable" if they remain unchanged.

Dividends
Hello everyone,
I have just checked all my dividend payers for the current and next month. I have just realized that the dividends for $F (+0.44%) seem to have been reduced in March. I may be mistaken, but has anyone noticed anything about this?
The last report I received wasn't actually that bad!
06.02.2025
Walt Disney surprises positively thanks to streaming business + Siemens Healthineers increases profit + Trump's tariffs could cost US industry billions
Walt Disney $DIS (+0.09%)surprises positively thanks to 'Moana 2' and streaming business
- Thanks to a strong streaming business and the success of the animated film "Moana 2", the US media company Walt Disney has exceeded market expectations at the start of its new financial year.
- Sales and profits were higher than expected, according to the figures presented by Disney in Burbank on Wednesday.
- In other business areas, however, including the TV business and the operation of the theme parks, things were less rosy.
- The stock market also criticized the fact that the forecast was not raised.
- The share price fell in pre-market US trading. In the first quarter to the end of December, Disney's turnover rose by 5 percent to 24.7 billion US dollars (23.9 billion euros) compared to the same period in the previous year.
- Adjusted operating profit rose by almost a third to 5.1 billion dollars.
- The profit attributable to shareholders climbed even more strongly to just under 2.6 billion dollars.
- The quarter was a strong start to the financial year, said Disney CEO Bob Iger according to the press release.
- He remains confident about the growth strategy.
Siemens Healthineers $SHL (+0.4%)American demand and restructuring
- The medical technology group Siemens Healthineers has made a surprisingly good start to the new fiscal year.
- In the three months to the end of December, total sales climbed by almost six percent to just under 5.5 billion euros, as the Siemens subsidiary announced in Erlangen on Thursday.
- Excluding currency and portfolio effects, the increase amounted to 5.7 percent.
- Business in the Americas and in the Asia, Pacific, Japan region grew in particular.
- In China, however, revenue fell by a mid-single-digit percentage due to the ongoing delays in the awarding of orders.
- Adjusted for special effects, earnings before interest and taxes (EBIT) increased by eleven percent to 822 million euros, mainly due to cost savings in connection with restructuring in the Diagnostics division.
- Sales and operating profit thus exceeded analysts' expectations.
- The bottom line for Siemens Healthineers shareholders was a profit of 474 million euros after 431 million in the previous year.
- Group CEO Bernd Montag maintained the targets for the fiscal year.
Trump's tariffs could cost the US industry billions
- Ford$F (+0.44%) -Ford CEO Jim Farley has warned the White House that long-term punitive tariffs of 25 percent on deliveries from Mexico and Canada would hit the US car industry hard.
- This would cost American manufacturers billions of dollars in profits and have serious consequences for jobs in the USA, Farley said after presenting quarterly figures.
- US car giants such as Ford and General Motors $GM (+1.37%)had expanded production in neighboring countries in recent years.
- US President Donald Trump recently imposed additional tariffs of 25 percent on goods from Mexico and Canada - but then quickly postponed them for 30 days.
Thursday: Stock market dates, economic data, quarterly figures
- ex-dividend of individual stocks
- Ascencio SCA EUR 4.30
- Quarterly figures / company dates USA / Asia
- 12:30 Honeywell quarterly figures
- 13:00 Philip Morris | Conocophillips Quarterly figures
- 22:00 Expedia Group quarterly figures
- 22:05 Amazon | Verisign quarterly figures
- No time specified: Yum! Brands | Hershey | Air Products and Chemicals | Eli Lilly | Bristol Myers Squibb | Intercontinental Exchange | KKR & Co | Sonos | Warner Music quarterly figures
- Quarterly figures / Company dates Europe
- 06:30 Societe Generale annual results
- 07:00 Aurubis | Siemens Healthineers | Rational | Arcelormittal | ING Groep | Volvo Car Annual results
- 07:30 Hannover Re Renewals 2025 | Siemens Healthineers PK
- 08:00 Astrazeneca | A.P. Moeller-Maersk Annual Results
- 08:30 Siemens Healthineers Analyst Conference
- 09:00 Hannover Re PK
- 10:00 Qiagen annual results press conference
- 12:00 Linde quarterly figures
- 15:00 Kion Pre-Close-Call | Linde PK
- 16:00 Qiagen Analyst Conference
- 17:45 Vinci annual results
- 18:00 LOreal annual results
Economic data
- 08:00 DE: New orders December seasonally adjusted FORECAST: +2.0% yoy previous: -5.4% yoy
- 11:00 EU: December Eurozone Retail Sales PROGNOSE: -0.1% yoy previous: +0.1% yoy
- 13:00 UK: BoE, outcome and minutes of the Monetary Policy Council meeting and Monetary Policy Report Bank Rate FORECAST: 4.50% previously: 4.75%
- 14:30 US: Initial jobless claims (week) FORECAST: 214,000 previously: 207,000
- 14:30 US: Productivity ex Agriculture (1st release) 4Q annualized PROGNOSE: +1.4% yoy Q3: +2.2% yoy Unit labor costs PROGNOSE: +3.3% yoy Q3: +0.8% yoy
- 20:30 US: Fed Governor Waller, speech at the Atlantic Council at 'Navigating the Future of Payments' event

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