BNP

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- GOLDMAN raises the price target for DELL from USD 155 to USD 165. Buy. $DELL (+2,56 %)

- GOLDMAN raises the price target for ANALOG DEVICES from USD 247 to USD 261. Buy. $ADI (+2,04 %)

- GOLDMAN raises the price target for HP INC from USD 35 to USD 38. Neutral. $HPQ (+0,51 %)

- WARBURG RESEARCH raises the price target for VONOVIA from EUR 40.20 to EUR 42.30. Buy. $VNA (+2,37 %)

- WARBURG RESEARCH upgrades STRATEC from Hold to Buy. Target price 40 EUR. $SBS4

- DEUTSCHE BANK RESEARCH raises the price target for DEUTSCHE BÖRSE from EUR 235 to EUR 237. Buy. $DB1 (-0,38 %)

- MORGAN STANLEY raises the target price for DEUTSCHE TELEKOM from EUR 33 to EUR 38. Overweight. $DTE (-0,92 %)

- GOLDMAN raises the price target for TRATON from EUR 31.80 to EUR 35.50. Neutral. $8TRA (-1,87 %)

- GOLDMAN raises the price target for BRENNTAG from EUR 94 to EUR 95. Buy. $BNR (+0,14 %)

- BERENBERG upgrades EQUINOR from Hold to Buy and raises target price from NOK 290 to NOK 325. $EQNR (-0,22 %)

- JPMORGAN raises the target price for BEIERSDORF from EUR 150 to EUR 160. Overweight. $BEI (-0,06 %)

- JPMORGAN upgrades HENKEL from Neutral to Overweight and raises target price from EUR 82 to EUR 100. $HEN (+0,54 %)

- JPMORGAN upgrades BRITISH AMERICAN TOBACCO to Neutral. $BATS (-0,24 %)

- JPMORGAN raises the price target for EON from EUR 15.50 to EUR 16. Overweight. $EOAN (-0,18 %)

- JPMORGAN raises the target price for AUTO1 from EUR 12.10 to EUR 17.10. Overweight. $AG1 (+3,11 %)

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- STIFEL lowers the price target for SIEMENS from EUR 207 to EUR 202. Buy. $SIE (-0,29 %)

- JPMORGAN lowers the price target for HP INC from USD 41 to USD 40. Overweight. $HPQ (+0,51 %)

- WARBURG RESEARCH lowers the price target for LANXESS from EUR 40 to EUR 37. Buy. $LXS (-0,26 %)

- CITIGROUP lowers the price target for BASF from EUR 49 to EUR 46. Neutral. $BAS (-0,12 %)

- RBC lowers the target price for COMMERZBANK from EUR 18 to EUR 17.25. Sector Perform. $CBK (-1,64 %)

- RBC lowers the target price for ING from EUR 17.50 to EUR 16.75. Sector-Perform. $ING (-0,67 %)

- RBC lowers the price target for BNP PARIBAS from EUR 79 to EUR 78. Outperform. $BNP (-0,42 %)

- JPMORGAN lowers the price target for ELRINGKLINGER from EUR 6.70 to EUR 6. Neutral. $ELLRY

- JPMORGAN lowers the price target for SYMRISE from EUR 130 to EUR 120. Overweight. $SY1 (-0,34 %)

Analyst updates, 05.11.

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- ODDO BHF raises the price target for BIONTECH from USD 110 to USD 130. Outperform. $BNTX (+0,93 %)

- BARCLAYS raises the price target for AIRBUS from EUR 161 to EUR 165. Overweight. $AIR (-0,84 %)

- CITIGROUP raises the price target for SCOUT24 from EUR 91 to EUR 94.50. Buy. $G24 (+0,54 %)

- WARBURG RESEARCH raises the price target for REDCARE PHARMACY from EUR 174 to EUR 176. Buy. $RDC (+1,71 %)

- DEUTSCHE BANK RESEARCH raises the price target for RYANAIR from EUR 17 to EUR 17.50. Hold. $RYA (-0,42 %)

- BERNSTEIN rates EBAY from Market-Perform to Outperform. Target price USD 70. $EBAY (+0,18 %)

- ODDO BHF raises the price target for SALZGITTER from EUR 14 to EUR 15.50. Underperform. $SZG (-0,9 %)

- BARCLAYS raises the target price for COMMERZBANK from EUR 16 to EUR 17. Equal-Weight. $CBK (-1,64 %)

- BARCLAYS raises the target price for MTU from EUR 295 to EUR 340. Equal-Weight. $MTX (-0,47 %)

- MORGAN STANLEY rates LUFTHANSA to Equal-Weight. Target price EUR 7. $LHA (+1,28 %)

- BERENBERG raises the price target for DEUTSCHE KONSUM REIT from EUR 3.50 to EUR 5. Hold.

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- GOLDMAN lowers the price target for MERCEDES-BENZ from EUR 65 to EUR 63. Buy. $MBG (-0,07 %)

- UBS lowers target price for 1&1 from EUR 21.60 to EUR 21. Buy.

- WARBURG RESEARCH lowers the price target for GFT TECHNOLOGIES from EUR 40 to EUR 37.50. Buy. $GFT (-1,22 %)

- HAUCK AUFHÄUSER IB lowers the price target for ECKERT & ZIEGLER from EUR 63.50 to EUR 55. Buy. $EUZ (+1,36 %)

- BARCLAYS lowers the price target for BNP PARIBAS from EUR 90 to EUR 85. Overweight. $BNP (-0,42 %)

- BERENBERG downgrades SCHNEIDER ELECTRIC from Buy to Hold and lowers price target from EUR 261 to EUR 255. $SU (-0,75 %)

- BERENBERG lowers the price target for BEFESA from EUR 41 to EUR 31. Buy. $BFSA (+2,16 %)

Podcast episode 60 "Buy High. Sell Low."

Banker interview part 2, job application, life, personal & private matters. Subscribe to the podcast, because part 3 is coming soon!

Spotify

https://open.spotify.com/episode/67iGQ3lcRqhxsQSXgsdHdY?si=pl4NBip0SK2HevoroljtQA

YouTube

https://youtu.be/_T1XtsyfKx4

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-60-b%C3%A4nker-interview-teil-2-bewerbung-leben-pers%C3%B6nliches/id1695869891?i=1000673078238

$DBK (-1,71 %)
$CBK (-1,64 %)
$BNP (-0,42 %)
$HSBC (-1,07 %)
$HSBA (-0,91 %)
$GLE (-0,33 %)
$ACA (-0,52 %)
$FUT
$MS (+1,17 %)
$GS (+1,09 %)
$C (+0,59 %)
$WFC (+1,26 %)
$SAN (-1,05 %)
$BAC (+1,1 %)
$USB (+0,83 %)
$RBC (-2,01 %)$NUBR33$BNS (-0,23 %)$PBB (-0,17 %)
#podcast
$SPOT (+0,22 %)
$AAPL (+1,34 %)
$GOOGL (+0,94 %)
$GOOG (+1,03 %)
#bank
#banken
#karriere
#geld
#job

Today the inflation data is published, an overview of what the big players are saying:

• Bank of America
  $BAC (+1,1 %): 2.3%
• Barclays
  $BARC (+1,7 %): 2.3%
• BNP Paribas
  $BNP (-0,42 %): 2.3%
• Citigroup
  $C (+0,59 %): 2.2%
• Deutsche Bank
  $DBK (-1,71 %): 2.3%
• Goldman Sachs
  $GS (+1,09 %): 2.3%
• Jefferies
  $JEF (+0,66 %): 2.3%
• JP Morgan
  $JPM (+1,21 %): 2.3%
• Morgan Stanley
  $MS (+1,17 %): 2.3%
• Nomura
  $NMR (+0,91 %): 2.3%
• TD Securities
  $TD (+0,26 %): 2.3%
• Wells Fargo $WFC (+1,26 %): 2.3%

• UBS
  $UBSG (+0 %): 2.4%

Live coverage is of course exclusively available from me live on Getquin.

Podcast episode 54: Banker interview part 1: IB, WM, How do millionaires invest? Salary, career, studies, everyday life, networking

Subscribe to the podcast, because part 2 is coming soon!

Spotify

https://open.spotify.com/episode/4YsZurcJTxHC0ktE5y5f0J?si=NB6dHPnJRd2eGkSJLALbVQ

YouTube

https://youtu.be/Y3dlku8JKdA

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-54-b%C3%A4nker-interview-teil-1-ib-wm-wie-investieren/id1695869891?i=1000668797035

#Finx
#Podcast
#Aktien
#Börse

#podcast
#spotify $GS (+1,09 %)
$JPM (+1,21 %)
$MS (+1,17 %)
$DBK (-1,71 %)
$CBK (-1,64 %)
$BNP (-0,42 %)
$GLE (-0,33 %)
$HSBA (-0,91 %)
$HSBC (-1,07 %)

BNP Paribas ($BNP (-0,42 %) ), according to a filing with the SEC, has acquired shares of Black Rock ($BLK ) Bitcoin ETF ($IBIT ). However, it is only a very small position.

BNP Paribas acquired a total of 1k shares at a price of 40.47 US dollars eachwhich amounted to a total of 41,684.10 US dollars in total.

Which bank shares would you recommend?

$JPM (+1,21 %) , $HSBA (-0,91 %) , $BNS (-0,23 %) , $BNP (-0,42 %) , $INGA (-0,73 %) , $DBK (-1,71 %) , $CBK (-1,64 %) or another one?

Servus together,

due to the current macroeconomic and geopolitical developments, I have been reducing my exposure to equities and especially individual stocks for some time. My goal is to hold about 20% to 30% cash.*

Currently, I intend to continue to hold individual stocks that, among other things, have high cash reserves and are not unduly negatively impacted by the rising interest rate burden, e.g., due to the risk of default on loan obligations. I also avoid shares as $PLTR (+6,35 %) I avoid, as these are pure speculative objects for me. This also applies to turnaround candidates. In addition, I have shifted part of my investments into ETFs in order to be more broadly diversified.

In the long term, however, this does not change my plans to continue to invest in the market and buy stocks at prices I consider reasonable. For this purpose, I use the DCF method and the multiple approach, among others.

What is your current strategy?

#timeinthemarket
#timingthemarket

Many greetings

JRow

Purchases (excerpt):

$GGRP (-0,09 %)

$DGRP

$XEON (+0,03 %)

Watchlist (excerpt):

$AAPL (+1,34 %) - Buy at USD 150 and USD 120

$MC (-0,25 %) - Buy at below EUR 500

$V (-0,14 %) - Buy between USD 130 and USD 120

$PLTR (+6,35 %) - Buy again at below USD 10

$IONQ - Buy again at below USD 10

Sales (excerpt):

$JPM (+1,21 %)

$BAC (+1,1 %)

$BAYN (+0,17 %)

$ALV (-0,66 %)

$RWE (-0,18 %)

$ENEL (+0,48 %)

$PG (-1,24 %)

$DTE (-0,92 %)

$BNP (-0,42 %)

$JNJ (+0,03 %)

$IONQ

$PLTR (+6,35 %)

$9988 (-2,55 %)

*20% Cash refers only to the assets I set aside for investments.