Earnings next week 🗓️

$MU (+2,58 %)

$NKE (-6,85 %)

$CCL (+4,78 %)

$FDX (-8,08 %)

$RCAT

$ACN

$BB (+17,17 %)

$LEN (-1,16 %)

$DRI

$CTAS (+0,17 %)

$MAMA

$FDS (-1,1 %)

$GIS (-1,28 %)

$HEIA (-1,33 %)

$ABM (-2,43 %)

$WGO (-4,5 %)

$AMTM

$BIRK (+4,23 %)

$REE

$TTC

$CAG

$AVO (+3,83 %)

$MLKN (-3,6 %)

$PAYX (+0,65 %)

$KMX (-2 %)

$FCEL

$SCHL (-12,44 %)

$SCS

$WS (+4,39 %)

$LW (-1,58 %)

$QIPT

$CMP

$MITK (+2,05 %)

$JBL (+2,38 %)

$EPAC (-2,54 %)

$OGI

$RICK (-0,73 %)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (-0,29 %)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+2,08 %)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-0,21 %)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,69 %)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-0,7 %)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-0,78 %)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+1,26 %)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0,91 %)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+0,22 %)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-0,84 %)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (-1,77 %)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (+0,57 %)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (+1,28 %)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+4,46 %)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0,13 %)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-1,53 %)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (-0,61 %)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+0,17 %)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-1,33 %)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+0,91 %)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0,14 %)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0,75 %)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-0,65 %)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+0,08 %)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+1,67 %)

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (-0,84 %) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-0,07 %)
$DTG (-0,16 %)
$VOW (+1,96 %)
$BMW (+0,87 %)
$VOLV B (-0,76 %)
$TSLA (-4,58 %)
$1211 (-0,27 %)
$P911 (-0,41 %)
$F (+0,74 %)
$8058 (+0,45 %) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,88 %) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-0,91 %) Westlake Chemical from the USA.

From Germany there were also $SIX2 (+0,72 %) Sixt $DTE (-0,92 %) Telekom $TUI1 (+2,78 %) Tui $AGCO (+2,63 %) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-0,29 %) Siemens $EBK ENBW $DHL (+0,13 %) Post and $ALV (-0,66 %) in the process.

Other companies:

$CAT (+0,86 %) Caterpillar $HEIA (-1,33 %) Heineken $HOG (+1,83 %) Harley Davidson $PM (+0,48 %) Philip Morris $NKE (-6,85 %) Nike $AAPL (+1,34 %) Apple $005930 Samsung $UPS (+0,66 %) UPS $SHEL (-0,74 %) Shell $V (-0,14 %) Visa $MA (-0,34 %) Mastercard $KER (+0,06 %) Kering

$KO (-0,4 %) Coca-Cola $QSR (+1,31 %) Restaurant Brands (Burger King)

$O (+1,22 %) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

Today I looked at the $HEIA (-1,33 %) and $CARL A (-2,19 %) shares.

The setback of the $HEIA (-1,33 %) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0,35 %) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (-1,37 %) and $CARL A (-2,19 %) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.