The German bank has now also used the coalition agreement and the associated special fund as the basis for a list of recommendations.

The result is a list of 10 potential profiteers.

The result:

$CBK (+0,09 %) - Commerzbank

$ENR (+1,98 %) - Siemens Energy

$VOS (+4,63 %) - Vossloh

$HEI (+2,71 %) - Heidelberg Materials

$EVK (+2,37 %) - Evonik

$KGX (+1,46 %) - Kion

$BC8 (+0,49 %) - Bechtle

$COK (+0,36 %) - Cancom

$VOW (+3,62 %) - Volkswagen

$PAL (+2,01 %) - Palfinger

Source: "Welt"

12.11.2024

MicroStrategy acquires around 27,200 Bitcoin for around USD 2 billion in cash + Lack of growth impetus: Infineon expects further declines + Record summer at SIXT + Cancom warns of profit decline

MicroStrategy $MSTR (-0,47 %) Incorporated, known as the company with the largest Bitcoin holdings in the world, announced on Monday the acquisition of approximately 27,200 Bitcoin in the period from October 31, 2024 to November 10, 2024. This announcement comes at a time when the Bitcoin price has surpassed the 81,000 US dollar mark - a development that observers associate with US President-elect Donald Trump's positive attitude towards digital assets. ...

https://de.investing.com/news/stock-market-news/microstrategy-erwirbt-etwa-27200-bitcoin-fur-rund-2-milliarden-usdollar-in-bar-93CH-2773580

After a weak financial year, chip manufacturer Infineon $IFX (+0,08 %) is cautious about its future development. The company announced in Neuberg on Tuesday that revenue in 2024/25 (as at the end of September) is likely to fall slightly. The segment result margin, which measures operating profitability, is expected to be in the mid to high tens of percent range. This is well below analysts' expectations. Customers' warehouses are still full, they said. "With the exception of artificial intelligence, our end markets are currently offering hardly any growth impetus and the cyclical recovery is being delayed," commented CEO Jochen Hanebeck. Infineon is therefore preparing for a subdued business performance.

The company expects a weak start to the year. In the traditionally weaker first quarter, sales are likely to fall to 3.2 billion euros, compared to 3.9 billion euros in the previous quarter. The segment result margin is expected to be in the mid-teens, after 21.2% in the previous three months.

Record summer for SIXT $SIX2 (+2,12 %)

• Revenue at all-time high: EUR 1.24 billion, an increase of 10% compared to Q3 2023 and around 60% compared to the last pre-corona year 2019
• Strong operating performance with record EBITDA of EUR 542.4 million High demand in summer business coupled with tight fleet led to higher capacity utilization than in 2023
• Optimized vehicle purchasing: purchasing at improved conditions and progressive de-risking after overcoming the years of vehicle shortages
• Catch-up in earnings: after a difficult start to the year and a persistently challenging market environment, earnings before taxes (EBT) in Q3 of EUR 246.4 million back at the very positive level of the same quarter of the previous year with an EBT margin of 19.8%
• Outlook: Further significant increase in Group sales expected for the year as a whole; EBT forecast of around EUR 340 million, which is in line with current market expectations (EUR 352 million)

The IT service provider Cancom $COK (+0,36 %) is reducing its annual targets due to new political uncertainties, particularly in its core markets of Germany and Austria. The SDax company announced on Monday after the close of trading in Munich that sales in 2024 are only expected to rise to between 1.65 and 1.75 billion euros, compared to a good 1.5 billion euros in the previous year. Previously, 1.75 to 2 billion euros had been on the cards. The Cancom share came under pressure after the news was announced and traded 6.6 percent lower. Earnings before interest, taxes, depreciation and amortization (EBITDA) are now likely to fall below the previous year's level in the worst-case scenario: Cancom's Executive Board considers only 112 to 130 million euros to be realistic for 2024. Previously, the target was 130 to 155 million. The management justified the pessimistic outlook with the fact that Cancom usually generates a significant part of its business with public sector clients and SME customers in the fourth quarter.

Tuesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

IBM USD 1.67

Visa (A) USD 0.59

Quarterly figures / company dates USA / Asia

09:00 Softbank quarterly figures

12:00 Home Depot | Spotify quarterly figures

No time specified: Tyson Foods | Mosaic Quarterly figures

Quarterly figures / Company dates Europe

07:00 KWS Saat | Brenntag | Wienerberger quarterly figures

07:30 Bayer | Infineon | Elringklinger | Indus Holding | Sixt | SAF-Holland quarterly figures

07:35 Jenoptik | United Internet | Jungheinrich quarterly figures

07:50 1&1 | Medios | PVA TePla quarterly figures

08:00 Secunet Security | Cancom | Verbio | Astrazeneca | Vodafone | Leifheit | OHB quarterly figures

09:00 EnBW | Ionos | KSB Quarterly figures

10:00 Brenntag | Bayer | Sixt PK

11:00 Jenoptik PK

13:00 EnBW Analyst Conference

14:00 Bayer | Brenntag Analyst Conference

15:00 Elringklinger PK

22:05 Flutter Entertainment Q3 sales | Alcon quarterly figures

Economic data

• 08:00 DE: Consumer prices (final) October PROGNOSE: +0.4% yoy/+2.0% yoy Preliminary: +0.4% yoy/+2.0% yoy Previous: 0.0% yoy/+1.6% yoy HICP PROGNOSE: +0.4% yoy/+2.4% yoy Preliminary: +0.4% yoy/+2.4% yoy Previous: -0.1% yoy/+1.8% yoy
• 08:00 UK: Labor market data October unemployment benefit recipients Unemployment rate 3 months (ILO) FORECAST: 4.1% previous: 4.0%
• 11:00 DE: ZEW Economic Sentiment Index November FORECAST: 13.3 points previously: 13.1 points Economic situation FORECAST: -84.4 points previously: -86.9 points
• 11:00 US: Philadelphia Fed President Harker, speech on "Fintech, AI and the Changing Financial Landscape"

⬆️⬆️⬆️

- UBS raises its price target for NVIDIA from USD 150 to USD 185. Buy. $NVDA (+1,3 %)

- METZLER raises the price target for MUNICH RE from EUR 535 to EUR 543. Buy. $MUV2 (+0,31 %)

- GOLDMAN lowers the target price for NOVO NORDISK from DKK 1040 to DKK 1025. Buy. $NOVO B (+1,03 %)

- GOLDMAN upgrades MTU from Neutral to Buy and raises target price from EUR 276 to EUR 400. $MTX (+0,67 %)

- GOLDMAN upgrades BASF from Neutral to Buy and raises target price from EUR 45 to EUR 53. $BAS (+2,39 %)

- DEUTSCHE BANK RESEARCH raises the price target for FRESENIUS SE from EUR 42 to EUR 44. Buy. $FRE (+0,6 %)

- DEUTSCHE BANK RESEARCH raises the price target for EMBRACER from SEK 24 to SEK 28. Hold. $TH9A

- DEUTSCHE BANK RESEARCH raises the price target for AMADEUS IT from EUR 62 to EUR 65. Hold. $AMS (+1,8 %)

- DEUTSCHE BANK RESEARCH raises the price target for NEMETSCHEK from EUR 85 to EUR 100. Hold. $NEM (+1,91 %)

- WARBURG RESEARCH raises the price target for DÜRR from EUR 32 to EUR 33. Buy. $DURYY (+1,48 %)

- HAUCK AUFHÄUSER IB upgrades CANCOM from Hold to Buy. Target price EUR 32. $COK (+0,36 %)

- ODDO BHF upgrades GENERALI to Neutral. Target price EUR 26.10. $G (+0,27 %)

- METZLER raises the price target for HEIDELBERG MATERIALS from EUR 131 to EUR 138. Buy. $HEI (+2,71 %)

- BERENBERG raises the price target for FLATEXDEGIRO from EUR 16 to EUR 18. Buy. $FTK (-0,13 %)

- BERENBERG raises the price target for FREENET from EUR 29 to EUR 32. Buy. $FNTN (+1,06 %)

- JPMORGAN raises the target price for HEIDELBERG MATERIALS from EUR 108 to EUR 149. Overweight. $HEI (+2,71 %)

⬇️⬇️⬇️

- UBS lowers the price target for MUNICH RE from EUR 560 to EUR 540. Buy. $MUV2 (+0,31 %)

- ODDO BHF downgrades MODERNA to Outperform. Target price USD 86. $MRNA (-1,78 %)

- UBS downgrades VALE from Buy to Neutral and lowers target price from USD 14 to USD 11.50. $VALE (+2,72 %)

- DZ BANK lowers target price for DEUTZ from EUR 6.80 to EUR 5.80. Buy. $DEZ (+0,56 %)

- DZ BANK lowers the price target for BECHTLE from EUR 51 to EUR 45. Buy. $BC8 (+0,49 %)

- BERENBERG lowers the target price for ESTEE LAUDER from USD 87 to USD 76. Hold. $EL (+1,49 %)

- RBC lowers the target price for ASOS from GBP 4.60 to GBP 4. Sector Perform. $ASC (-0,19 %)

- RBC lowers the price target for EVOTEC from EUR 12 to EUR 11.60. Outperform. $EVT (-1,8 %)

- RBC lowers the price target for VESTAS from DKK 222 to DKK 156. Outperform. $VWS (-1,18 %)

- BERENBERG lowers the price target for SUSS MICROTEC from EUR 80 to EUR 75. Buy. $SMHN (+3,15 %)

- JEFFERIES downgrades NEL from Hold to Underperform and lowers target price from NOK 5.50 to NOK 3. $NEL (+2,31 %)

- RBC lowers the price target for BMW from EUR 81 to EUR 80. Sector Perform. $BMW (+4,25 %)

- JEFFERIES lowers the price target for KNAUS TABBERT from EUR 26 to EUR 20. Hold. $KTA (+0,99 %)

With $OHB (+4,59 %) one of my oldest positions in the portfolio will disappear from the price list.

From a financial point of view, this is already very ok with +550% since 2005, the highest price was once just under 50€. Nevertheless, it is a pity not to be able to be there anymore. I am sure that quite different figures will be generated in the next few years 💰💰💰

Now the question inevitably arises, where to put the cash ? Additional purchases at $BYW6 (+1,62 %)
$PSAN (+1,34 %)
$GSC1 (-0,72 %) or also $COK (+0,36 %) ? Or simply further $XD5E (+1,02 %) expand? First World Problems 😉

https://www.ohb.de/investor-relations/ir-news/ad-hoc-mitteilungen/ad-hoc-meldung-nach-art-17-mar-abschluss-einer-investorenvereinbarung-mit-kkr

Good day,

About a month ago, right after my 18th birthday, I opened an account with Scable Capital and invested 400€ in shares of companies that I personally use, such as. $AMZN (+1,62 %) , $KO (+1,04 %) , $DPW (+3,3 %) , $8058 (+0,9 %) and $COK (+0,36 %) . Unfortunately I also have some small positions like $LOCK (-0,25 %) and $BLOK of which I am not really convinced in retrospect. It was rather a spontaneous decision that I now regret a bit. Since I am still in training, I can invest 200€-300€ per month. My real question now is whether it makes sense to sell everything and instead invest in a World-ETF like $XDWD (+0,54 %) in order to get an idea of the market and to gain experience. Alternatively, I could also all titles except $AMZN (+1,62 %) , $KO (+1,04 %) and $DPW (+3,3 %) and invest the remaining amount in the World-ETF and save it in the future.

Thanks in advance!

Next please! What's going on today, bright excitement in my individual stocks. $COK (+0,36 %) buys too, issue new shares ... let's see 👀

https://www.finanzen.net/nachricht/aktien/165-millionen-cancom-aktie-schwaechelt-cancom-plant-kauf-der-oesterreichischen-kbc-12386503

Evil traded companies in my professional life

Thanks to @Koenigmidas for linking and for the nomination! #börsengehandelteralltag
#boersengehandelteralltag

Exchange traded companies in my professional everyday life in precious metals and foreign exchange trading:

• Umicore $UMI (+0,2 %) (refinery)
• Prosegur $PSG (-0,43 %) (security, logistics, cashrecyling)
• Johnson Controls $JCI (+0,92 %) (security)
• Swiss National Bank $SNBN (+0,57 %) (foreign exchange trading)
• National Bank of Japan $8301 (foreign exchange trading)
• FedEx $FDX (+3,42 %) (logistics)
• United Parcel Service $UPS (+0,48 %) (logistics)
• Cloudflare $NET (+1,66 %) (IT Security, Web)
• Fortinet $FTNT (-0,51 %) (IT Security)
• Teamviewer $TMV (+0,62 %) (Software)
• Microsoft $MSFT (-0,2 %) (Software)
• Cancom $COK (+0,36 %) (IT system house)
• Kyocera $6971 (+1,63 %) (printer and scan hardware)
• Alphabet $GOOGL (+2,74 %) (Who doesn't know it...?, research)

Naturally, I still have to do with various things which are traded on the stock exchange, but are not companies... these include: $965515 (-1,75 %) (gold), $965310 (-2,01 %) (silver), platinum and the various currency pairs like $965275 (+0,17 %) (EUR/USD) but also all other currencies (AUD, NOK, GBP, JPN, SEK, PLN, CZK, SAR, etc. etc. etc.). Subordinately, we also have to deal with $BTC (-0,06 %) (Bitcoin), although it is rather negligible.

In our other parts of the company we also deal with $UHR (+1,01 %) (SwatchGroup).

What strikes me personally when I look at my professional environment:

There are dozens of companies in this sector, which are not traded on the stock exchange. Among them are some refineries (partly huge company constructs), service providers and luxury goods manufacturers. Also in the area of analysis technology (physical), equipment and software, there are some well-known manufacturers who have so far shied away from the stock exchange or are family-run.

In my private environment I have to do of course like each of you with various products and brands. A separate listing should be interesting for the fewest...

But the most extraordinary might be $RI (+0,58 %) (Pernod Ricard), which is not least due to one of my hobbies: ABSOLUT VODKA bottles in the various designs and Limiteditions collect.

Basically I nominate all Getquin friendsbut especially @Der_Dividenden_Monteur , @Staatsmann
@Simpson !

Split error