Earnings next week 🗓️

$SAP (+0,39 %)

$NUE (+0,48 %)

$VZ (+0,39 %)

$GM (+0,46 %)

$MMM (+0,16 %)

$RTX (+0,07 %)

$GE (+0,56 %)

$ENPH (+0,69 %)

$TXN (+1,31 %)

$VRT (+1,87 %)

$BA (+0,27 %)

$T (+0,15 %)

$KO (+0,27 %)

$NEE (+0,38 %)

$GEV (+1,76 %)

$TMO (+1,12 %)

$TSLA (+1,21 %)

$LRCX (+1,31 %)

$IBM (+0,56 %)

$NOW (+0,74 %)

$TMUS (-0,07 %)

$AAL (+0,02 %)

$UPS (+0,3 %)

$LUV (-0,29 %)

I had now pulled the ripcord. The price of $AAL (+0,02 %) is always at the same level. I really didn't think the industry would be so complicated with kerosene prices, etc. I thought the industry would recover after the pandemic. But the most important thing is that you learn from your mistakes😒

Does anyone know why the market in the USA is closed today? I wanted to sell $AAL (+0,02 %) to sell yesterday, but yesterday and today I couldn't sell anything.

With United ($UAL (+0,03 %) ), American ($AAL (+0,02 %)
), JetBlue ($JBLU (+0,23 %) ) and other airlines, it is more expensive to check baggage at the airport than the service online in advance. This year, the airlines have increased the baggage fees to cover increased costs to compensate for increased costs.

One exception among the major US airlines is Southwest Airlines ($LUV (-0,29 %) ), which allows its customers to two bags free of charge free of charge. According to Chief Operating Officer Andrew Watterson this will not change in the future.

Watterson emphasized in an interview that the airlines do not 35 or 40 US dollars to handle a piece of luggage.

Economy on 20.10.2023...

Small expiration day, more rate hikes?, AMEX numbers today... ⤵️

And once again, a stock market week comes to an end, where one is not really sad about it now. Sure there was like Netflix yesterday, one or the other star in the sky, but after the good start on Monday and Tuesday, it went then from Wednesday only downward.

Also the latest statement of the FED, in the press conference of Powell yesterday evening:

"Powell does not rule out further interest rate increases".

will not really help the market. Probably rather fuel the fire further. November 1 is the next decision.

In his speech, Powell emphasized that the Fed will proceed "cautiously" in its monetary policy decisions. He said there is a lot of evidence of a gradual cooling in the labor market, which could help get inflation under control. Significant progress has been made, he said, and data have recently shown further cooling in inflation.

At the same time, however, Powell said that a continued strong economy could warrant further rate hikes. While the last forecasts of the members of the Federal Open Market Committee in the so-called "dot plot" expected another rate hike by the end of the year, the market recently rather did not expect it.

Yesterday, there were also a few numbers to look at:

$AAL (+0,02 %)
American Airlines Group Inc. beat analyst estimates of $0.32 in the third quarter with earnings per share of $0.38. Revenue of $13.5 billion below expectations of $13.53 billion.

$SNAP (-1,55 %)
Snap-on Inc. beat analyst estimates of $4.46 in the third quarter with earnings per share of $4.51. Revenue of $1.16 billion exceeded expectations of $1, 15 billion.

$T (+0,15 %)
AT&T Inc. third-quarter earnings per share of $0.64 beat analyst estimates of $0.62. Revenue of $30.35 billion exceeded expectations of $30.2 billion.

More on the last trading day this week in the shortcut:

Eurex: Short expiration day for equity and index options

Economic data

08:00

• EU: Acea, new car registrations, September
• DE: Producer prices September PROGNOSIS: +0.5% yoy/-14.2% yoy previous: +0.3% yoy/-12.6% yoyj

15:00

• US: Fed Philadelphia President Harker (2023 FOMC voting member), speaks at Risk Management Association, Philadelphia Chapter management.

No time stated

• EU: Conclusion of two-day meeting of justice and home affairs ministers
• EU: rating reviews for European Union (Moody's); Hesse (S&P); Saudi Arabia (Moody's); Czech Republic (S&P); France (Moody's); Greece (S&P); U.K. (Moody's); U.K. (S&P);

ex-dividend individual stocks

RMR GROUP INC a 0.378 EUR

Quarterly figures / Company dates USA / Asia

13:00 American Express | Schlumberger Quarterly Figures

Quarterly figures / Company dates Europe

07:30 Faurecia Sales 3Q | Forvia Group Quarterly Figures

08:00 Villeroy & Boch quarterly figures

No time stated: AMS Osram Extraordinary General Meeting | Schindler Technology Day

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Happy Sunday to all. Today I have my 2 year stock market anniversary. On October 1, 2021 I bought my first share🥳

Now I thought it's time again for open house. Currently I'm doing a further education to logistics specialist, which is why I can unfortunately invest until April 2024 in nothing more. But I hope that I can increase my income after the training and thus invest more. I am now entering the third and last semester. I only have school until the end of January and in March I have the final exam. But now to my portfolio.

The strategy behind my portfolio is a buy and hold strategy and value invest from my idols Warren Buffett and Peter Lynch combined from dividend stocks (With focus on aristocrats and kings) and growh stocks like Amazon, Alphabet, Nvidia, ect. With my first stocks like Nestle and Nike I made the mistake to buy only one stock instead of several. This made no sense because of the fees alone. I will increase these positions in the future. At $AAL (+0,02 %) and $NIO (+0,93 %) I have paid with apprenticeship money. With American Airlines, I assumed that tourism to Corona will recover. Unfortunately, this is very volatile because of the kerosene prices. And with Nio I got the "tip" from my uncle. I really liked the concept behind it with the loading boxes. But unfortunately, they're not getting off the ground with their expansion. This year they wanted to expand into Switzerland, which of course worked out again. And I'm not happy with the management's decisions, like taking on new debt or even launching a cell phone on the market, even though that's not their core business. Besides, Chinese stocks are too tricky anyway, because companies are strictly regulated by the government. But the most important thing is to learn from mistakes. And I learn firstly that I will never buy Chinese stocks again, and secondly I will never listen to other people who have potential. At that moment I was too irrational. I will sell these two positions as soon as the price is a bit higher again, so that I at least do not make so much loss.

Through my education I could learn a lot, among other things that the future of logistics and transportation lies in automation and AI. That's why I will continue to follow the chip and semiconductor industry with a lot of interest. So TSMC, Intel, AMD, Nvidia, ect. But also CEP services like UPS, FedEx, Amazon. ect. But also in the real estate sector with REIT shares I would like to invest😁.

Am really excited about your feedback and looking forward to new suggestions.

Quarterly figures on 26.01.2023...

Can the numbers still mess up this day?⤵️

$V (+0,04 %)
Visa:

First-quarter earnings per share of $2.18 beat analyst estimates of $2.01. Revenue of $7.9 billion beat expectations of $7.7 billion.

$INTC (-0,65 %)
Intel:

Misses analyst estimates of $0.23 in the fourth quarter with earnings per share of $0.10. Revenue of $14 billion below expectations of $14.57 billion. Intel expects first quarter revenue of only $10.5-11.5 billion (Wall Street consensus $13.96 billion).

$MA (+0,7 %)
MasterCard:

Beat analyst estimates of $2.58 with fourth-quarter earnings per share of $2.65. Revenue of $5.8 billion in line with expectations.

$MC (+0 %)
LVMH:

Improves fourth-quarter sales organically by nine percent to 22.7 billion euros. Full-year revenue at 79.2 billion, up from 64.2 billion a year earlier. Operating profit 2022 at 21.05 billion euros (previous year 17.2 billion). Net profit at 14.1 billion (previous year 12 billion).

$SAP (+0,39 %)
SAP:

Achieves 4th. Q4 revenue of €8.44 billion (PY: €7.98 billion, analyst forecast: €8.56 billion), cloud revenue of €3.39 (PY: €2.61 billion, forecast: €3.48 billion), Ebit (adjusted) of €2.47 billion (forecast: €2.56 billion), free cash flow of €4.35 billion (PY: €5.05 billion), and net income of €332 million (PY: €1.44 billion, forecast: €845 million). In the 2023 outlook, SAP expects revenue (cloud and software, constant currency) of €28.2 billion to €28.7 billion (forecast: €28.7 billion), cloud revenue (constant currency) of €15.3 billion to €15.7 billion (forecast: €15.8 billion), free cash flow of around €5.0 (PY: €4.35 billion) and Ebit (constant currency) of €8.8 to €9.1 billion (forecast: €8.98 billion), medium-term targets until 2025 confirmed. SAP expects earnings before interest and taxes (currency-adjusted) adjusted for special effects to increase by 10% to 13% to €8.8 billion to €9.1 billion in 2023. SAP aims to generate between 22% and 25% more revenue from cloud software in the current year adjusted for special effects, while CEO Christian Klein expects an increase of between 6% and 8% in total product revenue.

$AAL (+0,02 %)
American Airlines Group Inc:

Beat analysts' estimates of $0.83 in fourth-quarter earnings per share of $1.17. Revenue of $13.2 billion beat expectations of $12.88 billion.

$DGE (-0,01 %)
Diageo:

Spirits maker Diageo earned more in the first half of fiscal 2022/23 thanks to increased sales volume and higher prices. The London-based maker of Johnnie Walker Scotch whisky, Guinness stout and Smirnoff vodka posted a pretax profit of 3.06 billion pounds (3.5 billion euros) in the six months to Dec. 31, up from 2.72 billion pounds a year earlier. The company said organic net sales grew 9.4 percent, above the company's consensus estimate of 7.9 percent. This was driven by organic volume growth of 1.8 percent and positive price/mix of 7.6 percent, primarily from price increases across all regions. The company added that organic net sales of super premium plus brands grew 12 percent. Net sales rose to 9.42 billion from 7.96 billion pounds a year earlier. A FactSet consensus estimate, based on forecasts from three analysts, saw Diageo's net sales at 9.22 billion pounds. Operating profit was 3.16 billion pounds, up from 2.74 billion a year earlier. The board declared an interim dividend of 30.83 pence per share, up from 29.36 pence a year ago.

$SRT (-0,52 %)
Sartorius:

Achieves 2022 sales of €4.18 billion (previous year: €3.45 billion, analyst forecast: €4.2 billion); order intake of €4 billion (previous year: €4.27 billion); Ebitda (adjusted) of €1.41 billion (previous year: €1.18 billion, forecast: €1.4 billion); and adjusted net profit of €655 million (previous year: €553 million, forecast: €665 million). In the outlook for 2023, the company expects sales to increase by a low single-digit percentage. For 2025, sales are seen at €5.5 billion (previously: approx. €5 billion).

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