Puestos
34As part of extensive cost-cutting measures $TKA (+0,09 %) employees have to pay for hot drinks and cookies themselves instead of having them provided by the company in break rooms.
Christmas parties are also being abolished.
I'm not sure, but wouldn't it be easy to reduce management bonuses by maybe 10% to make up for deficits? 🙃😉
$TKA (+0,09 %) Thyssenkrupp Steel: Supervisory Board Chairman Gabriel wants to resign from his position due to differences with the Executive Board over the path of TKSE.
When it comes to elevators, you either know Schindler $SCHN (+0,09 %) from der🇨🇭, Kone $KNEBV (-1,26 %) from 🇫🇮 or Thyssen Krupp $TKA (+0,09 %) from 🇩🇪.
But the market leader is Otis from 🇺🇸 and in fact most of the apartment buildings that have been built recently in my city have an Otis elevator. The difference to the others, the Otis elevators have a fancy display with weather forecast and news ticker. If I hadn't invested here, I probably would never have noticed which manufacturer the elevator is from.
Otis Earnings July 2024
$TKA (+0,09 %) it's time to buy :) in my opinion the signals are positive and the bottom has been reached after a long downward trend. No buy recommendation, just my personal assessment. What do you think?
$TKA (+0,09 %) is currently in the ATL and is now attractively priced to get in.
How do you see the company and its chances after the big takeover by the Czech billionaire?
$TKA (+0,09 %) What do you think about the share? Would it be a good time to get in?
#
stockanalysis
Hello folks.
I would like to know your opinion.
But first, about me:
36 years old, married from summer, father, investment horizon 20-25 years, Austria
Unfortunately, I only started investing late, right at the time of the corona crash in March 2020. Before that, I'd only had bad bank products pushed on me. Unfortunately, investing in shares has never been an issue in my family, there was and still is only the "good" old savings book and maybe gold.
Be that as it may, the shares I bought back then all did really well, it wasn't difficult. Unfortunately, they were only very small amounts because I didn't dare to invest more. But I sold a lot of them with 100% gains at good times. Then came 2021 and I let myself be influenced by finfluencers and the like, and still clueless as I was, increased the stake and made a few really really shitty purchases. Many are no longer in the portfolio now, but I still have a few pipe-dreamers.
And that's exactly what I'd like to know your opinion on:
$BABA (-1,32 %) , $PYPL (-1,57 %) , $COIN (-1,4 %) , $TKA (+0,09 %) , $NEL (+0,74 %) , $PCELL (-0,8 %) ,
In addition to the others, I actually want to get Nel and Powercell out of my portfolio, but the sums are now so small that I almost don't care if they also run to 0. My thought was to wait until next January to sell them in order to fill my loss offset pot.
This year I already have enough in my loss offset pot through the sale of $NVAX (-6,94 %) and $B8F so that I don't pay any tax on my dividends (except withholding tax).
Thanks to everyone who takes the trouble to answer.
Have a nice weekend.
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
The dates are also available as a video:
https://youtube.com/shorts/mhtPIi_3HOM?si=MYSt1-W3-5VirPYv
Monday:
$BAYN (+2,06 %) Bayer was ordered to pay EUR 1.5 billion in the glyphosate litigation. In addition, the phase III trial of a new drug had to be terminated due to a lack of efficacy. Potential sales of EUR 5 billion have already been estimated for the drug.
China is not changing its key interest rates. Interest rates for the one-year rate thus remain at 3.45%. Well below the ECB's key interest rate of 4.5%.
https://www.wsj.com/articles/china-keeps-benchmark-lending-rates-steady-f961fb44
Exciting developments in Argentina 🇦🇷. The left-wing government was voted out of office. Javier Milei, who describes himself as an 'anarcho-capitalist', came to power. Milei wants to significantly streamline the state. Argentina is heavily indebted, has already slipped into national bankruptcy several times and is struggling with high inflation.
Tuesday:
Also at $TMV (+0,47 %) Teamviewer also had another negative announcement. Major shareholder Permira sells 7% of Teamviewer. In total, the PE investor still owned 20% of Teamviewer.
https://stock3.com/news/teamviewer-permira-platziert-aktien-13626255
Lagarde emphasized at an event held by the German Federal Ministry of Finance that the ECB will probably keep the key interest rate constant for the time being. This means that there will be no rapid cuts. This is why growth and real estate stocks are losing out. Lagarde also left open the possibility of further interest rate hikes.
Major blow to the next CEO of a crypto company. The CEO of Binance Zhao Changpeng must leave Binance for at least 3 years. Binance must also pay a fine of USD 4.3 billion and admit to violating money laundering laws. It is the highest fine ever imposed by the US Treasury Department. Among other things, Binance has supported transactions for child sexual abuse, illegal drug trafficking and terrorism in more than 100,000 cases. The crypto industry is reacting with mixed feelings. Some even expect that the way would now be clear for Blackrock's crypto ETFs.
It is clear from the FOMC minutes that the FED is taking a cautious approach. All participants agreed to proceed 'cautiously'. Traders expect the first easing of a restrictive monetary policy as early as May 2024.
Wednesday:
$TKA (+0,09 %) Thyssen-Krupp fails to present a balanced annual financial statement as planned. The company slips into the red due to write-downs. The bottom line is a loss of around two billion euros in the 2022/23 financial year. Shareholders are nevertheless to receive a dividend of 0.15 cents per share, which is of course due to the fact that the write-downs are not cash flow effective.
Surprisingly weak economic data from the USA. Orders for durable goods slumped by 5.4 %, while experts had expected a decline of just 3.1 %. At the same time, however, it was reported that initial jobless claims continued to fall.
Thursday:
$VUL (+6,77 %) Vulcan Energy opened a lithium production plant today. This plant is a preliminary stage before the construction of the commercial plant by 2026. The aim is to extract CO2-neutral lithium from the thermal water.
The lira has depreciated significantly over the years. The main reason for this was a key interest rate that was far too low, which was politically desirable. However, the Turkish central bank has now reacted and raised the key interest rate significantly to 40%.
The Abu Dhabi company Adnoc is probably considering a takeover of Wintershall Dea. The sale of the subsidiary would put money in the coffers of $BAS (+0,42 %) BASF's coffers. At the same time, BASF would become less dependent on 'fossil revenues' and could invest more in future technologies.
Friday:
While the inflation rate tends to fall elsewhere, it is rising in Japan. The central bank there has not yet raised key interest rates. At 2.9%, however, inflation was below expectations of 3.0%.
$VOW3 (+1,44 %) VW is already planning a low-cost entry-level electric model for the Chinese market for 2026. Four models with prices between EUR 18,000 and EUR 22,000 are to be launched on the market.
The most important dates for the coming week:
Monday: 16:00 House sales (USA)
Tuesday: 08:00 Consumer Confidence (DE)
Wednesday: 14:00 Inflation data (DE)
Thursday: 11:00 Inflation data (EU)
Friday: 02:45 Manufacturing data (China)
As every Sunday, the most important news of the last week and the dates of the coming week.
Also as video:
https://youtube.com/shorts/Fn5ORNULRSo?feature=share
Monday:
$KBC2 Kontron, a leader in IoT/embedded computing technology (ECT), has entered into an asset purchase agreement with Telit Cinterion, an Irvine, California-based company. This acquisition of Telit Cinterion's Cellular Automotive Module Unit represents an important strategic step for Kontron to expand its Internet-of-Things (IoT) portfolio with proprietary software technology. The assets of this unit generated revenues of just over €100 million in 2022 and will be integrated into Kontron Europe GmbH, a subsidiary of Kontron AG. The purchase price amounts to EUR 24.5 million. The closing is expected to be completed by August. The acquisition of Telit Cinterion's Cellular Automotive Module Unit will enable Kontron to expand its product portfolio, increase internal development resources and meet the growing demand for advanced 4G/5G solutions. By integrating Telit Cinterion's Cellular Automotive solutions into its own IoT software technology portfolio, Kontron further expands its expertise.
https://goldesel.de/Artikel/kontron-mit-uebernahme
$TSLA (-6,45 %) With new sales record. A total of 466,140 cars were delivered in the second quarter. Tesla is thus moving ever closer to the sales figures of BMW and Mercedes.
Tuesday:
The Nikkei 🇯🇵 was able to reach a new 33-year high yesterday. This morning, prices then came back a little.
The EU is relaxing the laws on #genetic engineering. This is likely to benefit Bayer in particular. With Monsanto, Bayer has $BAYN (+2,06 %) bought the pioneer for genetically modified seeds. The EU is acting on a scientific basis, and concerns about genetically engineered seeds have so far proved unfounded. In the USA, Japan and soon China, it is already standard. Organic farmers are likely to be less enthusiastic.
Wednesday:
Acquisition at $BC8 (+1,75 %) Bechtle: After the announcement of the acquisition, the Bechtle share is trading in the red. One of the reasons for this is that the purchase price is not public. The acquisition is Apixit. Apixit is a French cybersecurity and IT service provider. This could allow Bechtle to expand more into France, strengthen its core business, and at the same time branch out into the growth segment of cybersecurity. AI in particular is likely to further boost interest in cybersecurity from corporate customers. AI can be used to program malware faster and more efficiently. Phishing emails are becoming more realistic and pose a greater threat. This means that from a strategic point of view, the acquisition should make sense for Bechtle.
https://goldesel.de/Artikel/bechtle-mit-zukauf-aktie-rutscht-ins-minus
Producer prices in Europe are falling for the first time since 2020. Manufacturers in the industry lowered their prices by 1.5% in May, compared to the same month last year. Economists had expected a 1.3% drop. Producer prices are a good indicator of future inflation trends. Significantly lower energy prices in particular led to the decline.
The FOMC minutes show that the Fed is likely to raise key rates further. Many market participants had already expected the chance of cuts. Most recently, the Fed took a pause on interest rates.
Thursday:
Just about all indicators attest to a poor mood in industry. However, new orders were now well above expectations. By 6.4% rise in orders in May, compared with the previous month. Only 1.2% had been expected. Vehicle construction in particular increased.
According to the European statistics office Eurostat in Luxembourg, retail sales in the euro zone remained unchanged in May. Revenues stagnated at the same level as in the previous month. This is in contrast to the expectations of economists, who had forecast an increase of 0.2 percent. The sales trend was already unchanged in April, after revenues had fallen in the previous two months.
dpa-AFX ProFeed
Friday:
Deutsche Börse announced back in April that it wants to acquire Simcorp. To do so, Deutsche Bank needs more than half of the shares in the Danish group. On Friday, Deutsche Börse announced that the offer period for the takeover of Danish software provider SimCorp will be extended. Originally, the offer was to end on July 13, but the new deadline has been moved to August 3. This decision was made as the German group needs additional time to obtain the necessary approvals from the regulatory authorities and to meet the regulatory conditions of the offer. It is expected that even the extended deadline will not be sufficient, which is why a further extension is planned. Currently, however, this is not yet possible due to regulatory requirements. Deutsche Börse expects that the necessary approvals will be obtained by the end of the third quarter.
https://goldesel.de/Artikel/deutsche-boerse-mit-problemen-bei-uebernahme
The hydrogen subsidiary of $TKA (+0,09 %) ThyssenKrupp Nucera is launching an IPO today. ThyssenKrupp is thus spinning off the technology of the future, which will probably be valued more highly on the stock market alone than as part of the Group.
dpa-AFX ProFeed
Mixed figures in the labor market report from the U.S. 🇺🇸. True, the number of employees is rising less than expected. However, wages have risen slightly more than expected. Thus, the figures are unlikely to be a real stimulus for the stock market.
dpa-AFX ProFeed
Most important dates of the coming week:
Monday: 3:30 inflation data (China)
Tuesday: 08:00 HICP (Germany)
Wednesday: 14:30 Inflation data (USA)
Thursday: 13:30 ECB meeting minutes (EU)
Friday: 16:00 Consumer Confidence (USA)
$NEL (+0,74 %) Well, I wonder if that will happen again. It should not be in the end.
What is your opinion. Stop loss at 1 EUR or bravely hope?
Thyssen Krupps $TKA (+0,09 %) Nucera is now also coming to the stock exchange.
Competitor or future partner?
Should we consider whether the German-Norwegian hydrogen submarine cooperation also has implications in this direction?
Principales creadores de la semana
