Earnings next week 🗓️

$MU (-4 %)

$NKE (-0,48 %)

$CCL (-5,14 %)

$FDX (-5,06 %)

$RCAT (-8,02 %)

$ACN

$BB (-5,45 %)

$LEN (-1,45 %)

$DRI

$CTAS (-0,09 %)

$MAMA

$FDS (-0,53 %)

$GIS (+3,06 %)

$HEIA (+0,74 %)

$ABM (+0 %)

$WGO (-1 %)

$AMTM

$BIRK (-3,71 %)

$REE

$TTC

$CAG

$AVO (+0 %)

$MLKN (-1,84 %)

$PAYX (-0,77 %)

$KMX (-3,13 %)

$FCEL

$SCHL (+3,96 %)

$SCS

$WS (-1 %)

$LW (-1,73 %)

$QIPT (+5,26 %)

$CMP

$MITK (+1,25 %)

$JBL (-2,01 %)

$EPAC (-2,25 %)

$OGI

$RICK (-2,06 %)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (-0,45 %)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (-4,27 %)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-0,84 %)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (-2,41 %)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-1,25 %)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-1,89 %)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+0,93 %)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0,71 %)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (-0,56 %)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-2,19 %)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+2,28 %)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-1,62 %)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0,44 %)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+0,28 %)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0,55 %)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (+0,66 %)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+1,37 %)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+1,18 %)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (+0,74 %)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+1,99 %)

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

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0,76 %)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-1,51 %)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-1,04 %)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (-0,6 %)

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 (+0,75 %) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-1,31 %)
$DTG (-1,07 %)
$VOW (-0,15 %)
$BMW (-0,12 %)
$VOLV B (-0,41 %)
$TSLA (-4,32 %)
$1211 (+2,45 %)
$P911 (+0,35 %)
$F (-0,67 %)
$8058 (+0,45 %) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,59 %) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-0,94 %) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0,48 %) Sixt $DTE (+0,67 %) Telekom $TUI1 (-1,21 %) Tui $AGCO (-2,38 %) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-0,45 %) Siemens $EBK (+1,26 %) ENBW $DHL (+0,55 %) Post and $ALV (-0,14 %) in the process.

Other companies:

$CAT (-2,26 %) Caterpillar $HEIA (+0,74 %) Heineken $HOG (-0,68 %) Harley Davidson $PM (+1,84 %) Philip Morris $NKE (-0,48 %) Nike $AAPL (+0,26 %) Apple $005930 Samsung $UPS (+0,29 %) UPS $SHEL (-1,69 %) Shell $V (-0,16 %) Visa $MA (-0,3 %) Mastercard $KER (+1,01 %) Kering

$KO (+2,3 %) Coca-Cola $QSR (-0,13 %) Restaurant Brands (Burger King)

$O (+1,37 %) 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 (+0,74 %) and $CARL A (+4,07 %) shares.

The setback of the $HEIA (+0,74 %) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (+0,44 %) 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 (+2,39 %) and $CARL A (+4,07 %) 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.