In the case of the share $AOF (+0,23 %) On February 6, 2016, a member of the Executive Board purchased shares with a total value of € 3.47 million. The purchase was carried out in several tranches on xetra and resulted in an equity of €86.12 at the end.

For me, this indicates a clear confidence of the Executive Board in the company.

Best regards 💥🗡️

It was a good start to the year :)

Top Movers

$ASML (+3,19 %) + 34%

$JEDI (+5,62 %) +23%

$SLVY (+4,31 %) +22%

$8002 (+0,07 %) +17%

$KLAC (+5,59 %) +16%

Top Loosers

$HIMS (+1,75 %) -17%

$XS3087774306 (+1,08 %) -16%

$AOF (+0,23 %) -15%

$UNH (-1,71 %) -14%

$QCOM (+6,52 %) -12%

• 🧬 ASM International - Technology / Semiconductors $ASM (+2,81 %)
• 
  🪙 iShares Physical Gold ETC - Precious metals / Hedging $IGLN (+0,75 %)
• 
  💻 iShares NASDAQ 100 ETF - US index / Growth $CSNDX (+3,19 %)
• 
  🧠 Atoss Software - Software / SaaS $AOF (+0,23 %)
• 
  🇪🇺 Amundi EURO STOXX 50 II ETF - European index / Stability $MSE (+0,94 %)
• 
  🌍 Vanguard FTSE All-World High Dividend Yield ETF D - Global Dividend $VHYL (+0,84 %)
• 
  ₿ Bitcoin - Crypto / Diversification $BTC (-1,22 %)
• 
  🧩 Ethereum - Crypto / Innovation & Web3 $ETH (+0,16 %)
• 
  📊 S&P Global (SPGI) - Financial data / Ratings / Indices $SPGI (-1,11 %)

$AOF (+0,23 %)
ATOSS Software SEa German company specializing in workforce workforce management software specialized in workforce management software.

$STLAM (+2,96 %)
Stellantis N.V.one of the world's largest automotive groups

as an additional option $HFG (-1,75 %) but here I evaluate further....

🛒 New purchases

• R3N SME shares (fraction)$R3N493
• 
  Secunet (cybersecurity 🇩🇪)$YSN (+0,17 %)
• 
  Atoss Software (HR software 🇩🇪)$AOF (+0,23 %)
• 
  Novo Nordisk (healthcare 🇩🇰)$NOVO B (-6,5 %)
• 
  Capgemini (IT services 🇫🇷)$CAP (+0,09 %)

🔄 Movement

• Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (+3,07 %)

🎯 Quick summary

Early September rhymes with :

The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.

• Dividends falling steadily 💵
• Strengthening in health + tech
• A small rotation with the exit of Infineon

⬆️⬆️⬆️

- GOLDMAN raises the price target for SIEMENS ENERGY from EUR 56 to EUR 60. Buy. $ENR (+2,84 %)

- BARCLAYS raises the target price for MERCEDES-BENZ from EUR 48.50 to EUR 50. Underweight. $MBG (+0,46 %)

- JEFFERIES upgrades SMA SOLAR from Hold to Buy and raises target price from EUR 14 to EUR 20. $S92 (+6,04 %)

- GOLDMAN raises the price target for DEUTSCHE BÖRSE from EUR 226 to EUR 231. Neutral. $DB1 (-0,9 %)

- BOFA upgrades BBVA from Neutral to Buy and raises target price from EUR 11 to EUR 13. $BBVA (-1,54 %)

- WARBURG RESEARCH upgrades FUCHS SE from Hold to Buy. Target price EUR 50. $FPE

- GOLDMAN raises the price target for FLATEXDEGIRO from EUR 17 to EUR 18. Buy. $FTK (-1,13 %)

- BERENBERG raises the target price for IBERDROLA from EUR 12.30 to EUR 14. Hold. $IBE (+1,07 %)

- JEFFERIES upgrades PVA TEPLA from Hold to Buy and raises target price from EUR 12 to EUR 19. $TPE (+2,12 %)

- JEFFERIES raises the price target for FRIEDRICH VORWERK from EUR 23 to EUR 30. Hold. $VH2 (+3,76 %)

- JEFFERIES raises the price target for ZEAL NETWORK from EUR 45 to EUR 58. Buy. $TIMA (+0,68 %)

- JEFFERIES raises the price target for ADESSO from EUR 75 to EUR 85. Hold. $ADN1 (+1,41 %)

- JEFFERIES upgrades NEL from Underperform to Hold. Target price NOK 3. $NEL (+0,51 %)

⬇️⬇️⬇️

- BERENBERG lowers the price target for RWE from EUR 46.50 to EUR 42. Buy. $RWE (-0,56 %)

- GOLDMAN lowers target price for EON from EUR 17.50 to EUR 17. Buy. $EOAN (-0,03 %)

- HAUCK AUFHÄUSER IB downgrades AIXTRON from Buy to Hold and lowers target price from EUR 26.40 to EUR 13.80. $AIXA (+3,06 %)

- METZLER lowers the price target for DWS from EUR 41 to EUR 40.50. Hold. $DWS (+1,69 %)

- GOLDMAN lowers the price target for ASTRAZENECA from GBP 159.55 to GBP 155.58. Buy. $AZN (-1,92 %)

- TD COWEN downgrades STMICRO to Hold. Target price EUR 24.50. $STM (+4,4 %)

- JPMORGAN downgrades CONSTELLATION BRANDS to Neutral. Target price USD 203. $STZ (-0,87 %)

- JEFFERIES lowers the price target for DOCMORRIS from CHF 65 to CHF 39. Buy. $DOCM (+1,48 %)

- JEFFERIES lowers the price target for ATOSS SOFTWARE from EUR 112 to EUR 108. Hold. $AOF (+0,23 %)

- JEFFERIES lowers the price target for JENOPTIK from EUR 34 to EUR 29. Buy. $JEN (+4,33 %)

- JEFFERIES lowers the price target for KONTRON from EUR 29 to EUR 27. Buy. $KTN (-3,69 %)

- JEFFERIES lowers the price target for SILTRONIC from EUR 95 to EUR 90. Buy. $WAF (+0,44 %)

- JEFFERIES downgrades VERBIO from Buy to Hold and lowers target price from EUR 22 to EUR 11. $VBK (+6,64 %)

- JEFFERIES downgrades SGL CARBON from Buy to Hold and lowers target price from EUR 9.50 to EUR 4.40. $SGL (-0,06 %)

Update analyst assessments:

$TSLA (+0,45 %) | RBC raises target price for TESLA from USD 236 to USD 249. Outperform.

$KO (-1 %) | JPMORGAN lowers the price target for COCA-COLA from USD 78 to USD 75. Overweight.

$TMUS (-0,89 %) | UBS raises the price target for T-MOBILE US from USD 210 to USD 255. Buy.

$T (-1,26 %) | UBS raises the price target for AT&T from USD 24 to USD 25. Buy.

$AOF (+0,23 %) | WARBURG RESEARCH raises the price target for ATOSS SOFTWARE from EUR 142 to EUR 144. Buy.

$UA (-0,09 %) | UBS raises the price target for UNDER ARMOUR from USD 11 to USD 12. Buy.

$JST (-0,94 %) | WARBURG RESEARCH raises the price target for JOST WERKE from EUR 62 to EUR 77. Buy

$IBM (+2 %) | UBS raises the price target for IBM from USD 145 to USD 150. Sell.

$FTK (-1,13 %) | HAUCK AUFHÄUSER IB downgrades FLATEXDEGIRO from Buy to Hold and lowers target price from EUR 16 to EUR 15.

$ROG (+0,65 %) | DEUTSCHE BANK RESEARCH raises the price target for ROCHE from CHF 235 to CHF 250. Sell.

$EBAY (+0,71 %) | UBS raises the price target for EBAY from USD 59 to USD 72. Neutral.

$KER (-3,17 %) | RBC lowers the price target for KERING from EUR 280 to EUR 230. Sector-Perform.

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (+5,84 %)

+411% Rheinmetall $RHM (+1,08 %)

+329% Redcare Pharmacy $RDC (-1,28 %)

+326% ATOSS Software $AOF (+0,23 %)

+262% PNE $PNE3 (+0,38 %)

+258% Mutares $MUX (+0,65 %)

+232% Energiekontor $EKT (+2,5 %)

+231% GFT Technologies $GFT (-0,21 %)

+230% Elmos Semiconductor $ELG (-4,69 %)

+229% Adtran Networks $ADV (+0 %)

+161% Commerzbank $CBK (+2,03 %)

+146% Krones $KRN (+1,31 %)

+131% Hella $HLE (-0,7 %)

+126% Munich Re $MUV2 (-1,28 %)

+125% Deutsche Bank $DBK (+1,06 %)

+111% VERBIO $VBK (+6,64 %)

+111% KSB (Vz) $KSB (+3,68 %)

+109% Infineon $IFX (+3,07 %)

+109% Siemens $SIE (+0,65 %)

+107% Talanx $TLX (-0,56 %)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (-2,53 %)

+93% Aixtron $AIXA (+3,06 %)

+90% flatexDEGIRO $FTK (-1,13 %)

+84% SAP $SAP (+1,75 %)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

Quarterly Results on January 31, 2023…

It’s packed here today. Let’s get started⤵️

A ton of numbers today—they really moved the market. Let’s take a look at a summary of

what stood out:

$AMD (+7,61 %)
Advanced Micro Devices:

beat analysts’ estimates of $0.67 with fourth-quarter earnings per share of $0.69. Revenue of $5.6 billion exceeded expectations of $5.52 billion.

$SNAP (+4,41 %)
Snap:

beat analysts’ estimates of $0.11 with fourth-quarter earnings per share of $0.14. Revenue of $1.3 billion was in line with expectations.

$WDC (+5,58 %)
Western Digital:

Missed analyst estimates of -$0.14 with a second-quarter earnings per share of -$0.42. Revenue of $3.11 billion exceeded expectations of $2.99 billion.

Canadian Pacific Railway:

exceeded analysts’ estimates of $1.08 with earnings per share of $1.14 in the fourth quarter. Revenue of $2.46 billion was above expectations of $2.45 billion.

$MDLZ (+0,47 %)
Mondelez International:

beat analysts’ estimates of $0.70 with fourth-quarter earnings per share of $0.73. Revenue of $8.7 billion exceeded expectations of $8.33 billion.

$SYK (-1,1 %)
Stryker:

beat analysts’ estimates of $2.84 with fourth-quarter earnings per share of $3.00. Revenue of $5.2 billion exceeded expectations of $4.96 billion.

$EA (-0,55 %)
Electronic Arts:

missed analysts' estimates of $3.04 with third-quarter earnings per share of $0.73. Revenue of $1.88 billion fell short of expectations of $2.48 billion.

$AMGN (+2,19 %)
Amgen:

met analysts’ estimates in the fourth quarter with earnings per share of $4.09. Revenue of $6.8 billion exceeded expectations of $6.74 billion.

$SYY (-1,32 %)
Sysco:

missed analysts’ estimates of $0.84 with second-quarter earnings per share of $0.80. Revenue of $18.6 billion exceeded expectations of $18.59 billion. Sysco lowered its EPS guidance for fiscal year 2023 from $4.09–$4.39 to $4.00–$4.15. The consensus estimate currently stands at $4.14.

$MCD (-0,49 %)
McDonald’s Corp.:

beat analyst estimates of $2.45 with fourth-quarter earnings per share of $2.59. Revenue of $5.93 billion exceeded expectations of $5.71 billion.

$PFE (+0,88 %)
Pfizer Inc.:

beat analysts’ estimates of $1.07 with fourth-quarter earnings per share of $1.14. Revenue of $24.29 billion fell short of expectations of $24.61 billion. In its outlook for 2023, the company expects revenue of $67 to $71 billion (analyst forecast: $71.7 billion) and adjusted earnings per share of $3.25 to $3.45 (forecast: $4.3).

$MSCI (-0,86 %)
MSCI Inc.:

beat analyst estimates of $2.76 with fourth-quarter earnings per share of $2.84. Revenue of $576.21 million exceeded expectations of $568.58 million.

$GM (+0 %)
General Motors Co.:

beat analysts’ estimates of $1.68 with fourth-quarter earnings per share of $2.21. Revenue of $43.1 billion exceeded expectations of $40.04 billion.

$XOM (-0,79 %)
xxon Mobil Corp.:

beat analysts' estimates of $3.29 with fourth-quarter earnings per share of $3.40. Revenue of $95.43 billion fell short of expectations of $97.17 billion.

$CAT (+5,43 %)
Caterpillar Inc.:

missed analysts’ estimates of $4.02 with fourth-quarter earnings per share of $3.86. Revenue of $16.6 billion exceeded expectations of $15.82 billion.

$AOF (+0,23 %)
ATOSS Software:

reported 2022 revenue of €113.9 million (previous year: €97.1 million, preliminary: €113 to €114 million), an EBIT margin of 27% (previous year: 28%, preliminary: 26% to 27%) and net income of €19.4 million (previous year: €19.3 million). Forecasts confirmed. ATOSS Software plans to increase its payout to €2.83 per share (previous year: €1.82); the payout includes a dividend of €1.83 and a special dividend of €1.00 per share.

$HLAG (-2,06 %)
Hapag-Lloyd:

According to preliminary figures, Hapag-Lloyd generated revenue of $8.0 billion (previous year: $8.4 billion), EBITDA of $3.8 billion (previous year: $4.7 billion), and EBIT of $3.3 billion (previous year: $4.2 billion).

#mcdonalds
#stryker
#sysco
#exxonmobile
#mondelez
#pfizer
#snap
#caterpillar
#atoss
#electronicarts
#amd
#quartalszahlen
#aktien
#börse
#boerse