Shell

$XRP (+13,76 %) performed quite well today and yesterday. My limit order, which I placed yesterday, was triggered on the assumption that it would not be triggered so easily. It can't be that this coin will soon double within a few days. Well... Bye bye XRP holdings... I'm going home with a smaller three-digit amount, which is tax-free as the holding period has long expired.

As per my article yesterday, I'm shifting into a stock that will then generate cash flow for me to enable new purchases via dividends in the coming bear market. $BTC (+0,66 %) purchases in the coming bear market.

The candidates are $HSBA (+0,37 %) , $SHEL (+1,41 %) and $BP. (+1,87 %) . Which one would you prefer?

Analyst updates, 15.11. 👇🏼

⬆️⬆️⬆️

- JEFFERIES raises the price target for ASML from EUR 760 to EUR 840. Buy. $ASML (+3,19 %)

- RBC raises the price target for TESLA from USD 249 to USD 313. Outperform. $TSLA (+0,05 %)

- JPMORGAN raises the price target for WALT DISNEY from USD 125 to USD 128. Overweight. $DIS (+1,21 %)

- JPMORGAN raises the price target for SIEMENS from EUR 215 to EUR 230. Overweight. $SIE (-0,41 %)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 21 to EUR 35. Equal-Weight. $ENR (+3,25 %)

- LBBW raises the target price for EON from EUR 13.80 to EUR 13.90. Buy. $EOAN (+0,26 %)

- HAUCK AUFHÄUSER IB raises the target price for ADESSO from EUR 80 to EUR 85. Hold. $ADN1 (+2,73 %)

- DEUTSCHE BANK RESEARCH raises the target price for BURBERRY from GBP 7.40 to GBP 8.60. Hold. $BRBY (+1,55 %)

- BERENBERG raises the price target for TALANX from EUR 76.20 to EUR 91.10. Buy. $TLX (+0,87 %)

- BERENBERG raises the price target for HAPAG-LLOYD from EUR 163 to EUR 169. Hold. $HLAG (-2,2 %)

⬇️⬇️⬇️

- JPMORGAN lowers the price target for BAYER from EUR 34 to EUR 25. Neutral. $BAYN (-0,14 %)

- SANTANDER downgrades SHELL from Neutral to Outperform and lowers target price from GBP 30.50 to GBP 30. $SHEL (+1,41 %)

- WARBURG RESEARCH lowers the price target for SECUNET from EUR 216 to EUR 210. Buy. $YSN (+3,55 %)

- METZLER lowers the price target for SIXT-STÄMME from EUR 105 to EUR 95. Buy. $SIX2 (-1,06 %)

- ODDO BHF lowers the target price for MERCK KGAA from EUR 187 to EUR 176. Outperform. $MRK (+3,24 %)

- METZLER lowers the price target for SMA SOLAR from EUR 20 to EUR 16. Hold. $S92 (-3,24 %)

- DEUTSCHE BANK RESEARCH lowers the price target for GRENKE from EUR 28 to EUR 24. Buy. $GLJ (-2,51 %)

- BERENBERG lowers the target price for K+S from EUR 15.70 to EUR 14.70. Buy. $SDF (-1,36 %)

- BERENBERG lowers the price target for AUMANN from EUR 17 to EUR 14.50. Hold. $AAG (-0,88 %)

- BERENBERG lowers the price target for DERMAPHARM from EUR 58 to EUR 50. Buy. $DMP (-0,6 %)

- BARCLAYS lowers the price target for SYMRISE from EUR 123 to EUR 115. Equal-Weight. $SY1 (+0,82 %)

The International Energy Agency (IEA) is forecasting an oversupply on the oil market for 2025. The reason for this is the planned expansion in production, while demand growth is slowing down. Rising capacities in the USA and countries such as Brazil and Guyana in particular could push supply above the level of global demand. According to the IEA, these developments could stabilize oil prices or even put them under pressure.

Personal opinion:

The election of Donald Trump is also a big factor that could put a lot of pressure on oil prices. With the oil price already weak, Trump has announced that he will boost oil production during his candidacy. To me, that sounds more like oil prices will continue to fall.

$SHEL (+1,41 %)
$CVX (+0,88 %)
$OXY (+2,03 %)
$BP. (+1,87 %)

Source:

https://www.reuters.com/business/energy/iea-sees-2025-oil-market-supply-surplus-2024-11-14/

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.

Hello everyone,

some of your contributions have motivated me to share something.

Briefly about me: I am 30 years old, employed and have a net income of approx. 3600€ (approx. 4000€ at the beginning of 2025). Quite a new father, so I'm curious to see how I can still maintain and increase my savings goals.

I had to more or less liquidate my savings account in 2021 due to a house purchase, otherwise I would probably already be a bit further ahead.

I'm currently saving €415 a month via savings plans and I also make one-off purchases when it suits me financially.

My portfolio is not yet clear enough for my taste. My goal is the following allocation:

60% ETF

20% individual shares

10% gold

10% P2P

Uniglobal is currently still quite strongly represented. This is a VWL legacy, as my bank advisor recommended it to me at the time. I haven't changed it yet as I had other focal points. But I'm aiming to do that. But I'm not yet sure what exactly I'm saving for.

My goal for the coming months and 1-2 years:

To $IWDA (+0,99 %) to ensure that the shares are redistributed automatically. I will leave P2P. I will buy gold as soon as I have cracked the 20k mark (as a reward, so to speak). I will also leave the individual shares I have. In some cases, I also save these via a savings plan ($KTN (-1,71 %)
$KO (+1,89 %)
$SHEL (+1,41 %) and $JNJ (+2,5 %) )

In 2 weeks I would like to invest about 1.5k of my Christmas money. Here, too, I am currently leaning towards $IWDA (+0,99 %) .

Overall, I'm trying to increase my savings rate, but I'll have to wait and see how this is possible due to my new role as a father. My mother is on parental leave and receives parental allowance.

What would you change in my portfolio if it were yours? I am grateful for any advice and look forward to your comments.

Your Dominik

Analyst updates, 04.11.

⬆️⬆️⬆️

- BERENBERG raises the target price for SHELL from GBP 31 to GBP 31.50. Buy. | $SHEL (+1,41 %)

- BERENBERG raises the price target for MTU from EUR 270 to EUR 350. Buy. | $MTX (+1,36 %)

- BRYAN GARNIER raises the price target for HELLOFRESH from EUR 8.50 to EUR 10. Neutral. | $HFG (-5,04 %)

- DEUTSCHE BANK RESEARCH raises the price target for SCOUT24 from EUR 84 to EUR 92. Buy. | $G24 (-0,06 %)

- DEUTSCHE BANK RESEARCH raises the price target for SANTANDER from EUR 5.75 to EUR 5.80. Buy. | $SAN (+0,23 %)

- RBC raises the target price for NEXT PLC from GBP 105 to GBP 108. Sector Perform. | $NXT

- UBS raises the price target for CHEVRON from USD 192 to USD 194. Buy. | $CVX (+0,88 %)

⬇️⬇️⬇️

- UBS lowers the price target for BERKSHIRE HATHAWAY from USD 806.724 to USD 796.021. Buy. | $BRK.B (+1,12 %)

- CITIGROUP lowers the price target for STMICRO from EUR 36 to EUR 30. Buy. | $STMPA (+0,58 %)

- JPMORGAN lowers the price target for ASM INTERNATIONAL from EUR 806 to EUR 716. Overweight. | $ASM (+1,39 %)

- RBC downgrades CARL ZEISS MEDITEC from Outperform to Sector-Perform and lowers target price from EUR 85 to EUR 70. | $AFX (-4,37 %)

- WARBURG RESEARCH lowers the price target for KION from EUR 65 to EUR 58. Buy. | $KGX (-2,89 %)

- ODDO BHF downgrades JENOPTIK from Neutral to Outperform and lowers target price from EUR 32 to EUR 30. | $JEN (+0 %)

- ODDO BHF lowers the price target for AIXTRON from EUR 22 to EUR 21. Outperform. | $AIXA (-2,94 %)

- ODDO BHF lowers the price target for FIELMANN from EUR 45.70 to EUR 44.60. Neutral. | $FIE (-0,63 %)

- HAUCK AUFHÄUSER IB lowers the price target for KNORR-BREMSE from 65.50 EUR to 63.60 EUR. Sell. | $KBX (+0,73 %)

- GOLDMAN downgrades STANDARD CHARTERED to Neutral. Target price GBP 9.37. | $STAN (+1,55 %)

- GOLDMAN lowers the price target for GENERALI from EUR 31.50 to EUR 30.50. Buy. | $G (+0,6 %)

- GOLDMAN lowers the price target for PHILIPS from EUR 35 to EUR 32. Buy. | $PHIA (+0,84 %)

04.11.2024

Investors see the chance of a turnaround at Intel + Tesla employees sue + Shell fights for approval + Vonovia builds on sales proceeds

Intel $INTC (+2,41 %) has announced its results for the 3rd quarter of 2024. Once again, the company reported a decline in sales compared to the previous year, and the loss of almost 17 billion US dollars was higher than ever before. However, the share price rose due to write-downs and restructuring and a positive outlook.

https://www.computerbase.de/news/wirtschaft/aktie-steigt-nach-rekordverlust-investoren-sehen-bei-intel-die-chance-einer-trendwende.90152/

The employees of the US electric car manufacturer Tesla $TSLA (+0,05 %) at the German plant in Grünheide feel overworked and complain of work-related pain. According to Handelsblatt, this is the result of a survey conducted by IG Metall, in which more than 1,200 employees took part, according to the union. The results are shocking, said IG Metall district manager Dirk Schulze in an interview with Handelsblatt. While the company did not comment on the issue, Tesla's works council distanced itself from the union survey. (Handelsblatt)

The energy company Shell $SHEL (+1,41 %) is fighting for approval to sell its onshore oil and gas business in Nigeria worth 1.3 billion US dollars after the sale was blocked by regulators. The group and proposed buyer Renaissance Africa Energy were informed by the Nigerian regulator in August that the deal could not be approved in its current form, people familiar with the matter said. Both companies have been lobbying intensively since then, but have been unable to persuade the regulator to change course. Shell chief executive Wael Sawan told the newspaper that talks with the regulator were continuing. (Financial Times).

At Vonovia $VNA (-0,83 %) has made some progress since the second quarter: shortly after the end of the third quarter, the target of generating 3 billion euros in liquidity through sales proceeds this year has been exceeded with 3.3 billion euros, and the Group is scratching at the 4 billion euros of the previous year. And Vonovia CEO Rolf Buch is pressing ahead with the integration of the subsidiary Deutsche Wohnen: Extraordinary general meetings at Vonovia and Deutsche Wohnen, in which Vonovia holds just under 87 percent, are soon to approve a domination and profit and loss transfer agreement, under which minority shareholders are to be compensated with new Vonovia shares and a compensation payment. The results for the third quarter will therefore take a back seat. The residential real estate group is also likely to present a forecast for the coming year, as it intends to switch from "consolidation" and debt reduction to growth again from 2025. Quarterly figures on Thursday, November 6, 2024 7:00 am.

Monday: Stock market dates, economic data, quarterly figures

Stock market holiday in Japan and Russia

ex-dividend of individual stocks

Citigroup USD 0.56

Quarterly figures / company dates USA / Asia

13:00 Marriott International quarterly figures

22:05 Altice quarterly figures

Untimed: American International Group Quarterly figures

Quarterly figures / Company dates Europe

07:00 Ryanair half-year figures

11:00 Clariant Investor Day

12:00 Biontech quarterly figures

14:00 Biontech Analyst Conference

Untimed: NXP Semiconductors quarterly figures

Economic data

• 09:45 IT: Purchasing Managers' Index/PMI manufacturing October PROGNOSIS: 48.4 previous: 48.3
• 09:50 FR: Purchasing Managers' Index/PMI Manufacturing (2nd release) October FORECAST: 44.5 1st release: 44.5 PREV: 44.6
• 09:55 DE: Purchasing Managers' Index/PMI Manufacturing (2nd release) October FORECAST: 42.6 1st release: 42.6 Previous: 40.6
• 10:00 EU: Purchasing Managers' Index/PMI manufacturing Eurozone (2nd release) October FORECAST: 45.9 1st release: 45.9 PREV: 45.0
• 10:30 UK: Purchasing Managers' Index/PMI Manufacturing (2nd release) October FORECAST: n.a. 1. Release: 50.3 Previous: 51.5
• 15:30 US: US and Canadian stock markets start again at the usual time at 15:30
• 15:45 US: Purchasing Managers' Index/PMI Manufacturing (2nd release) October PROGNOSIS: n.a. 1st release: 47.8 previous: 47.3
• 16:00 US: Industrial New Orders September FORECAST: -0.5% yoy previous: -0.2% yoy

Where would you be most likely to buy more at the moment?

$KO (+1,89 %)

$ALV (+1,84 %)

$QCOM (+1,7 %)

$SHEL (+1,41 %)

$AMZN (-1,7 %)

I've also been with Shell since 2017, when the share collapsed to €10 in the corona crash, I had no cojones to buy more.

Since there is still €900 in the loss pot and I wanted to further reduce the oil sector, I also sold this position completely.

In the oil sector I am now only invested in Chevron and Exxon.

Now 12k cash have become free.

Let's see if I buy more or wait for the US election

Detailed oil price analysis 🛢️⛽️

Oil demand

China, Europe & USA

Slowing momentum

Peak in fuel demand

Rising production capacities

Impending oversupply

OPEC+

Link: https://www.ideas-magazin.de/2024/ausgabe-270/maerkte/peak-oil-auf-der-nachfrageseite-zuerst/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=aktie&utm_campaign=ideas-magazin

#FinX
#Aktien
#Öl
#Benzin
$SHEL (+1,41 %)
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