Puestos
60$TKA (+0,9 %) I held on to Siemens and unfortunately sold Siemens Energy too early at a loss...you know what happened to it.
With Thyssen I tend to sell beforehand and then only buy TKMS. The share price often falls below the ipo price in the short term. Any opinion on this?
Thyssenkrupp: CEO Miguel López receives new contract until 2031
Miguel López, the CEO of Thyssenkrupp $TKA (+0,9 %)has received a new contract until 2031. Under his leadership, the Group is planning a fundamental reorganization into a holding structure with five independent companies. This ambitious strategy promises a breath of fresh air, but also brings with it conflicts with employee representatives. Jürgen Kerner, the deputy head of IG Metall, has already announced that he will vote against the contract extension. Despite this resistance, Siegfried Russwurm, Chairman of the Supervisory Board, is optimistic and praises López for the progress he has made in the strategic realignment of the company over the last two years. The next few years could be decisive for the future of Thyssenkrupp as the CEO tries to reconcile the various interests.
Steel industry: ArcelorMittal halts plans for climate-friendly steel plants
In the USA, ArcelorMittal $MT (-0,39 %) has halted its plans for climate-friendly steel plants in Germany for the time being. The German government had provided billions in generous subsidies to support the industrial transformation, including the conversion of production processes to new energy sources. The plan was for ArcelorMittal to receive 1.3 billion euros in subsidies for the Bremen and Eisenhüttenstadt sites to build modern electric arc furnaces. These were to be operated with renewable electricity and use a higher proportion of recycled scrap. A direct reduction plant was also planned in Bremen, which would initially run on natural gas and, in the long term, on green hydrogen. The decision to shelve the plans for the time being is a setback for efforts to make steel production more sustainable and raises questions about the future of the industry.
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It doesn't stop...
Donald Trump has announced that he will increase import tariffs on steel and aluminum from 25% to 50%. This measure will come into force on June 4, 2025 and will also affect imports from Germany and the EU.
🔍 Background:
📈 Effects:
🌍 International reactions:
Proposal for his tombstone:
🪦 Here rests Donald J. Trump
"Tariffs were my favorite word - now I'm paying the last tax." 💸🇺🇸
$TKA (+0,9 %)
$SZG (-2,43 %)
$MT (+0 %)
$OUT1V (-0,2 %)
$SSAB A (+0,67 %)
Thyssenkrupp wants to transform itself into a strategic holding company with independent business units and in the process majority shareholdings in the individual divisions.
🔹 Business units such as Marine Systems, Materials, automotive parts and Decarbon Technologies are to be made fit for the capital market and made partly independent.
🔹 The spin-off of Marine Systems has already been initiated, an IPO is planned for this year planned this year.
🔹 Goal: more flexibility flexibility, transparency and added value
🔹 A final target image is to be presented to the Supervisory Board by the end of the financial year be presented by the end of the financial year.
🔹 According to "Bild", the aim is to transform the company into a financial holding company to sell further parts and reduce the size of the Management Board.
📈 Positive market reaction: The share price rises.
🗣️ DZ Bank analyst Dirk Schlamp sees the plans as a consistent continuation of the transformation course - with long-term potential, but short-term implementation risks.
USA: Court orders Chevron to pay compensation for environmental damageA court in the USA has ordered Chevron $CVX (-1,21 %) to pay damages after the company was held responsible for serious environmental damage. An investigation by the non-governmental organization Lowlander Center found that Chevron had dug channels to reach oil and gas rigs in the Gulf of Mexico. These interventions have severely impaired the natural flow of water in the surrounding wetlands. During extreme weather events, the ocean's water masses could now flow unhindered inland instead of being dispersed in the wetlands, which could have disastrous consequences for the local flora and fauna. A law dating back to 1978 obliges companies to dismantle and recultivate used areas after the end of operations. However, Chevron failed to obtain the necessary permits and remove the legacies, resulting in significant contamination from improperly stored wastewater that was released unchecked into the environment.
Thyssenkrupp terminates supply contract with supplier HKMThyssenkrupp $TKA (+0,9 %) has terminated the supply contract with the supplier HKM, causing uncertainty among the affected employees. However, the company emphasizes that the supply of primary material to its shareholders remains secured until further notice. Despite the dismissal, there are currently no immediate effects on the continued operation of HKM. In the morning, around 1000 employees of HKM and other Duisburg steel companies protested in front of Thyssenkrupp's headquarters. IG Metall expressed serious concerns about possible job losses and an imminent closure of the plant, further increasing employees' worries about their future. The situation remains tense and all eyes are on the upcoming decisions that could have a significant impact on the future of the steel industry in Duisburg.
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ThyssenKrupp AG (Ticker: $TKA (+0,9 %) | ISIN: DE0007500001)
Sector: Industry, mechanical engineering, materials
Head office: Essen, Germany
Description:
ThyssenKrupp AG is a global industrial group with a focus on technology, materials and mechanical engineering. The company developed from the merger of Thyssen and Krupp and is now active in various areas.
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Fundamental analysis
ThyssenKrupp AG shows a mix of strategic opportunities and challenges:
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Conclusion:
The technical analysis shows that the entry zones could be close to the support levels at €4.55 and €4.65. The current price of €10.04 indicates a possible continuation of the upward trend. Note, however, that the analysis is based on historical data and external market factors have not been taken into account. A comprehensive trading strategy should include additional indicators and market news.
Future outlook: Rising military spending in Europe
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Conclusion
ThyssenKrupp AG offers an interesting investment profile with strong growth opportunities in the defense sector and a diversified business structure. The current price of €10 could be a good entry point, especially if the stock goes through a short-term consolidation. In the long term, the company could benefit from rising military spending in Europe and strategic initiatives to cut costs and focus on profitable areas.
The multi-billion euro package for defense and infrastructure has cleared a decisive hurdle:
After lengthy negotiations, the parliamentary group leaders of the CDU/CSU, SPD and Greens have reached an agreement. The Bundestag could pass the package as early as next Tuesday.
The stock market reacted positively: $RHM (-0,58 %) rises by five percent, $SMA records a rise of six percent, $KGX (+1,94 %) rises by five percent, $TKA (+0,9 %) rises by six percent and $BC8 (-0,69 %) and can record an increase of nine percent.
If the Bundestag agrees, the bill still has to go through the Bundesrat. Here, too, a two-thirds majority is required for a resolution.
The negotiations took several days. Friedrich Merz had come a good deal closer to the Greens. On Thursday in the Bundestag, Merz offered to relax the debt brake not only for defense, but also for civil protection, civil defence and intelligence services. He also suggested earmarking part of the infrastructure loans for climate protection. However, the Greens had missed guarantees both for more money for the climate and that climate protection spending would actually increase.
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