I have increased my position $ALO (+5,26 %) once again, the price is hot!

$ALO (+5,26 %)

Hello my dears,

Could Alstrom still be a hidden profiteer of the

financial package?

Your opinion is important to me.

P/E RATIO

2025. 2026. 2027

13,95 11,01 8,97

Profit/share

2025. 2026. 2027

1,49 1,89 2,32

Dividend yield

2025. 2026. 2027

0,22% 1,16% 2,11%

Profit (before taxes) in € million

2025. 2026. 2027

339,51 814,28 1.098,91

Free cash flow in € million

2025. 2026. 2027

326,89 486,14 651,00

EbiT margin

2025. 2026. 2027

4,26% 5,84% 6,78%

(Source finances)

Framework agreement worth over 600 million euros

Several call-offs between 2025-2028 and implementation period until 2032

Integration of digital signal boxes and train control and safety technology

https://www.finanznachrichten.de/nachrichten-2025-02/64525649-alstom-s-a-alstom-and-deutsche-bahn-sign-long-term-framework-contract-for-the-modernisation-and-digitalisation-of-the-german-rail-network-399.htm

Alstom receives order to supply electric locomotives to Slovenia.

Train manufacturer Alstom has received an order worth around 150 million euros. The company will supply 30 Traxx universal multi-system locomotives to the Slovenian railroad SŽ for freight transport.

https://bahnblogstelle.com/230220/alstom-erhaelt-auftrag-zur-lieferung-von-elektrolokomotiven-nach-slowenien/

Alstom is supporting the British railroad company GTR in the reactivation of 30 Class 379 trains, for which both companies have signed a modification agreement.

https://bahnblogstelle.com/228586/alstom-unterstuetzt-gtr-bei-reaktivierung-von-30-zuegen/#google_vignette

Alstom, a world leader in intelligent and sustainable mobility, has signed a contract worth 781 million euros with the Moroccan National Railway Office (ONCF) for the supply of 18 Avelia Horizon high-speed trains.

https://www.finanznachrichten.de/nachrichten-2025-03/64957259-alstom-s-a-alstom-will-supply-18-avelia-horizon-trains-for-morocco-s-high-speed-rail-expansion-399.htm

DEUTSCHE BANK RESEARCH rates ALSTOM at 'Buy'

https://www.finanznachrichten.de/nachrichten-2025-03/64931013-deutsche-bank-research-stuft-alstom-auf-buy-322.htm

JPMORGAN rates ALSTOM to 'Overweight'

https://www.finanznachrichten.de/nachrichten-2025-03/64929988-jpmorgan-stuft-alstom-auf-overweight-322.htm

⬆️⬆️⬆️

- BERENBERG raises the price target for SIEMENS from EUR 215 to EUR 245. Buy. $SIE (+3,42 %)

- BERNSTEIN raises the price target for SIEMENS ENERGY from EUR 15 to EUR 22. Underperform. $ENR (+3,17 %)

- JPMORGAN PUTS SARTORIUS ON 'POSITIVE CATALYST WATCH' - 'OVERWEIGHT' $SRT (+3,01 %)

- GOLDMAN raises the price target for FRAPORT from EUR 87 to EUR 90. Buy. $FRA (+2,95 %)

- UBS raises the price target for NORDEA from EUR 145 to EUR 146. Buy. $NDA FI (+1 %)

- BERNSTEIN raises the target price for SCHNEIDER ELECTRIC from EUR 275 to EUR 280. Outperform. $SU (-0,06 %)

- UBS raises the target price for WPP from GBP 6.80 to GBP 7.20. Sell. $WPP (-0,81 %)

- BERNSTEIN raises the price target for ALSTOM from EUR 17 to EUR 24. Market-Perform. $ALO (+5,26 %)

- STIFEL upgrades HERMES from Hold to Buy and raises target price from EUR 2150 to EUR 2560. $RMS (+0,84 %)

- INFINEON +4.2% - 'TOP PICK' OF THE UBS $IFX (+3,44 %)

⬇️⬇️⬇️

- RBC downgrades UNILEVER from Sector-Perform to Underperform and lowers target price from GBP 48 to GBP 40. $ULVR (+3,16 %)

- BERNSTEIN downgrades ABB from Market-Perform to Underperform and lowers price target from CHF 46 to CHF 45. $ABBN (+3,75 %)

- BERNSTEIN downgrades SIGNIFY from Outperform to Market-Perform and lowers price target from EUR 30 to EUR 24. $LIGHT (-7,46 %)

- DEUTSCHE BANK RESEARCH lowers the price target for UMICORE from EUR 10.50 to EUR 10. Hold. $UMICY (+6,9 %)

- DEUTSCHE BANK RESEARCH lowers the price target for DOCMORRIS from CHF 45 to CHF 25. Hold. $DOCM (+0,55 %)

- BERENBERG lowers the price target for HORNBACH HOLDING from EUR 100 to EUR 94. Buy. $HBH (+1 %)

- CITIGROUP downgrades ROLLS-ROYCE from Buy to Neutral. $RR. (+7,33 %)

- JEFFERIES lowers the target price for BHP GROUP from GBP 22.50 to GBP 21.50. Hold. $BHP (+2,53 %)

- JEFFERIES lowers the price target for GLENCORE from GBP 5.50 to GBP 4.50. Buy. $GLEN (+2,1 %)

- JEFFERIES lowers the target price for RIO TINTO from GBP 64 to GBP 60. Buy. $RIO (+3,02 %)

- BERENBERG lowers the target price for NOVO NORDISK from DKK 975 to DKK 725. Hold. $NOVO B (+4,52 %)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+3,42 %)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+3,17 %)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+0,77 %)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,33 %)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (+0,64 %)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+1,28 %)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+1,07 %)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+1,54 %)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+3,75 %)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (+5,26 %)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+1,03 %)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-1,79 %)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (+3,64 %)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+1,28 %)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+8,23 %)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (+1,94 %)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+1,46 %)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+2,88 %)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (+2,29 %)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+2,12 %)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (-7,46 %)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+3,5 %)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (+1,27 %)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-0,89 %)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+1,63 %)

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (+2,48 %)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+1,32 %)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+3,17 %)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+1,28 %)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+1,46 %)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+2,08 %)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+1,35 %)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0,88 %)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+1,28 %)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+1,66 %)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0,61 %)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (+1,15 %)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (+5,26 %)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-0,85 %)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+2,76 %)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (+1,94 %)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (+1,5 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+3,63 %)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-0,44 %)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+3,36 %)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+1,82 %)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (+1,03 %)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+6,23 %)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+4,22 %)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (+2,52 %)

Analyst updates, 22.11.

⬆️⬆️⬆️

- WARBURG RESEARCH raises the price target for SYMRISE from EUR 115 to EUR 116. Hold. $SY1 (-0,54 %)

- HAUCK AUFHÄUSER IB upgrades SECUNET from Hold to Buy and raises target price from EUR 102 to EUR 123. $YSN (+1,33 %)

- CITIGROUP raises the price target for ALSTOM from EUR 22 to EUR 26. Buy. $ALO (+5,26 %)

- BERENBERG upgrades BRENNTAG from Hold to Buy. Target price EUR 76. $BNR (+4,42 %)

⬇️⬇️⬇️

- WARBURG RESEARCH lowers the price target for PROSIEBENSAT.1 from EUR 8 to EUR 6.50. Hold. $PSM (+0,75 %)

- WARBURG RESEARCH lowers the price target for RTL from EUR 40 to EUR 34. Buy. $RTLL (-12,17 %)

- LBBW lowers the price target for LANXESS from EUR 29 to EUR 28. Buy. $LXS (+2,03 %)

- HAUCK AUFHÄUSER IB lowers the price target for CTS EVENTIM from EUR 107 to EUR 105. Buy. $EVD (-0,44 %)

- HAUCK AUFHÄUSER IB lowers the price target for BEFESA from EUR 38 to EUR 35. Buy. $BFSA (-2,6 %)

- BERENBERG lowers the target price for RENK from EUR 35 to EUR 33. Buy. $DE000RENK730 (+0,64 %)

- UBS lowers target price for RWE from EUR 49 to EUR 45. Buy. $RWE (+2,52 %)

Hello all,

what do you think about this?

Panic selling!!! Fun, is a broker change and the last small positions are sold.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗜𝗣𝗢 / 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝘀 𝘁𝗲𝗶𝗹𝘁 𝘀𝗶𝗰𝗵 / 𝗧𝗵𝗲 𝗠𝘂𝘀𝗸 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 / 𝗜𝗡𝗚 𝘂𝗻𝗱 𝗞𝗿𝘆𝗽𝘁𝗼

𝗜𝗣𝗢𝘀 🔔

CI&T - The price of CI&T's initial public offering has been announced. Shares are expected to begin trading on the New York Stock Exchange under "CINT" on November 10, 2021. A total of 13,043,478 shares of common stock will be offered at $15 per share. CI&T is a global digital specialist and end-to-end digital transformation partner for over 50 large enterprises. It also has a global presence in 8 countries.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Alliance Data ($LID (-1,37 %)), A10 Networks ($8A0 (-0,44 %)), BP ($BPE5 (+1,2 %)), Crown Holdings ($CWN (-1,18 %)), Corteva ($2X0 (+2,14 %)), Calavo Growers ($CVGW), Emerson Electric Company ($EMR (+2,31 %)), Comfort Systems USA ($9CF (+6,21 %)), Honeywell International ($ALD (+1,24 %)), Invesco ($3IW (+1,73 %)), MSCI ($3HM (-1,6 %)), Materion ($BEM (+6,02 %)), Royal Dutch Shell ($R6C), The J.M. Smucker Company ($JM2 (-0,16 %)), Bio-Techne ($TE1 (+6,82 %)), Visa Inc. ($3V64 (-1,76 %)) and Essential Utilities ($A2A (-3,58 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Adidas ($ADS (-0,54 %)), Allianz SE ($ALV (+1,12 %)), Alstom ($AOMD (+5,26 %)), Asahi Beer ($ABW (+1,75 %)), Casio ($CAC1 (+2,54 %)), Continental AG ($CON (+1,72 %)), Deutz AG ($DEZ (+6,44 %)), E.ON ($EOAN (+3,1 %)), Heidelberger Druckmaschinen ($HDD (+0,41 %)), Hensoldt ($5UH (+2,93 %)), Infineon ($IFX (+3,44 %)), Jungheinrich ($JUN3 (+0,63 %)), LEG Immobilien ($LEG (+1,66 %)), Leoni AG ($LEO), Mazda ($MZA (-0,72 %)), OHB ($OHB (+4,82 %)), OSRAM ($OSR), Siemens Energy ($ENR (+3,17 %)), SMA Solar Technology ($S92 (+3,75 %)), Synlab ($SYAB), Tencent ($NNND (+0,13 %)) and Walt Disney ($WDP (+2,32 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

General Electrics ($GCP (+1,99 %)) - One of the largest companies in the United States announced it would split into three publicly traded individual companies. These companies will then focus on the "Aviation", "Health Care" and "Energy" industries. Wall Street analysts are in favor of the company's plan. This could enable GE to escape from the astonishingly weak performance of the last two decades.

Tesla ($TL0 (+2,04 %)) - Elon Musk's brother, Kimbal Musk (pictured right), sold Tesla shares shortly before his brother's Twitter poll. As previously reported, Elon Musk had a vote on the sale of ten percent of his Tesla shares via Twitter. The majority of his followers were in favor of a sale. As a result, the Tesla share price temporarily plummeted to just under 880 euros. Now Elon Musk could again find himself confronted with the U.S. supervisory authority SEC as a result of his market-moving tweets. In addition, publicly viewable SEC forms show that Kendal Musk, who is also a Tesla supervisory board member, apparently sold off his Tesla shares before the survey. He exercised an option to buy 25,000 Tesla shares at $74.17 apiece and sold them right back for prices between $1,223 and $1,236. Thus, he made a profit of $108.8 million. It remains unclear whether he knew about his brother's upcoming Twitter poll.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ING Group ($INN1 (+4,48 %)) - ING's CIO, Annerie Vreugdenhil, announced at the Singapour FinTech Festival that the bank with the orange lion and the ad featuring Dirk Nowitzki is currently working on a DeFi (Decentralised Finance) P2P lending project. It is doing this in cooperation with the Dutch financial regulator AFM. The big bank's ambition to become part of the crypto world became known at the latest through the whitepaper they published in early 2021 about the ways in which banks can learn from what is happening in the crypto space. As a strong collaborative partner, ING cited Aave ($AAVE/EUR (+0,81 %)) - a project that offers interest on over-collateralized crypto assets without the need for an intermediary.

Apple ($APC (-0,38 %)) - The tech giant's CEO stated in the past day that he personally holds cryptocurrency, specifically Ethereum and Bitcoin. However, according to his statements, the Apple company does not currently plan to invest in cryptocurrencies.

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I think trains are a growth market in the future