1Año·

Economy on 24.02.2023...

Next week professionally in Egypt, more dazu⤵️


Yesterday, I really hardly noticed anything from the market. Next week it goes for me professionally to Egypt. Many of you know that I work as a purchasing manager in the shipbuilding industry. For almost 2 years now, I have ships built there and now I would like to have a look at it myself. We also have a few meetings on site, because it is about some more ships in the next few years. So it's an exciting trip for me. So yesterday I first got myself a few things. A tropical overall, helmet with ventilation and so on. In the evening I had some calls with people from Instagram. That's why I really did not notice yesterday, and the numbers that I now post, I see even for the first time (except for MüRück, there I have already luschert). Next week I will not post here either. Maybe if I'm bored, I'll look for a nice picture out, which I could make there, and take you times a piece with. But maybe I end up in the evening in some bar... who knows :D. I am curious about Egypt Air. But now back to the stock market:


$MAIN (+0,01 %)
Main Street Capital:

Missed analyst estimates of $0.89 in the fourth quarter with earnings per share of $0.13. Revenue of $113.88 million beat expectations of $104 million.


$BYND (-3,64 %)
Beyond Meat:

Beats fourth-quarter analyst estimates of -$1.20 with earnings per share of -$1.05. Revenue of $79.94 million beats expectations of $75.8 million (shares up 17%)


$SQ (+5 %)
Block:

Missed analyst estimates of $0.30 in the fourth quarter with earnings per share of $0.22. Revenue of $4.65 billion exceeded expectations of $4.62 billion (stock still up 6%!!!)


$WBD (+0,69 %)
Warner Bros Discovery:

Missed analyst estimates of -$0.29 in the fourth quarter with earnings per share of -$0.86. Revenue of $11.01 billion below expectations of $11.23 billion (sold it all this week)


$ADSK (-1,04 %)
Autodesk:

Beat analyst estimates of $1.81 in the fourth quarter with earnings per share of $1.86. Revenue of $1.32 billion above expectations of $1.31 billion (Also a WEB3 favorite for me)


$INTU (+0,18 %)
Intuit:

Second-quarter earnings per share of $2.20 beat analyst estimates of $1.47. Revenue of $3 billion beat expectations of $2.91 billion.


$BKNG (-0,55 %)
Booking Holdings:

Beats fourth-quarter analyst estimates of $22.00 with earnings per share of $24.74. Revenue of $4 billion beats expectations of $3.9 billion.


$AMT (-1,54 %)
American Tower Corp:

Missed analyst estimates of $1.04 in the fourth quarter with earnings per share of -$1.47. Revenue of $2.71 billion exceeded expectations of $2.68 billion.


$MRNA (+2,24 %)
Moderna Inc:

Missed analyst estimates of $4.70 in the fourth quarter with earnings per share of $3.61. Revenue of $5.1 billion exceeded expectations of $5.05 billion.


$IRM (-2,58 %)
Iron Mountain Inc:

Hits fourth-quarter analyst estimates with earnings per share of $0.43. Revenue of $1.28 billion below expectations of $1.31 billion (The LUNE really tops my list!!!).


$HOT (-0,22 %)
HOCHTIEF:

Will pay dividend of €4 per share for 2022 (PY: €1.91, analyst forecast: €4.06); 2022 sales at €26.2 billion (PY: €21.38 billion (forecast: €24.9). For 2023, Hochtief targets net profit (adjusted) of €510 million to €550 million (forecast: €490 million).


$MUV2 (-2,42 %)
Munich Re:

Will achieve gross premiums of €67.13 billion in 2022 (PY: €59.56 billion, forecast: €67.3 billion), an operating result of €3.582 billion (PY: €3.517 billion, forecast: €3.035 billion), an investment result of €4.903 billion (PY: €7.156 billion), and a net profit after minorities of €3.432 billion (PY: €2.933 billion). In the outlook for 2023, the company expects a net profit of around €4.0 billion (analyst forecast: €4.022 billion). (I have 30% of my shares still sold at € 237.90, to take some profit and pressure out. The share was in the portfolio, by the high performance in recent times, the largest position with me. Therefore somewhat reduced!)


$AG1 (-1,31 %)
Auto1:

Reaches 2022 revenues of €6.5 billion according to preliminary figures (PY: +36.8%, analyst forecast: €6.6 billion), sales of 649,709 vehicles (forecast: around 660,000) and Ebitda (adjusted) of -€165.6 million (forecast: -€174 million).


$DTE (-1,97 %)
Deutsche Telekom:

Reports Q4 revenue of €29.8 billion (PY: €28.65 billion, analyst forecast: €30.00 billion), Ebitda AL (adjusted) of €40.2 billion (PY: €37.3 billion, forecast: €40.1 billion) and net profit (adjusted) of €1.99 billion (PY: €1.23 billion, forecast: €1.18 billion). In the outlook for 2023, the company expects Ebitda AL (adjusted) of +4% to around €40.8 billion (PY: €39.3 billion).


That's enough now, otherwise it will be too much. I'd like to get some feedback on this, because otherwise I always end up with the values that interest me. Maybe they are not the same ones that interest you. But otherwise the post will be too big and then no one reads it anymore. Still briefly to the economic dates. DAX changes, I have already announced in yesterday's post. Here again to look:

https://app.getquin.com/activity/VpjwppEQfv?lang=de&utm_source=sharing


Economic data (shortened version)


08:00

  • DE: GDP (2nd release) 4Q calendar and seasonally adjusted yoy PROGNOSIS: -0.2% yoy 1st release: -0.2% yoy 3rd quarter: +0.5% yoy calendar-adjusted PROGNOSIS: +1.1% yoy 1st release: +1.1% yoy 3rd quarter: +1.4% yoy
  • DE: GfK Consumer Climate Indicator March PROGNOSIS: -30.2 points previous: -33.9 points

08:45

  • FR: Consumer confidence February PROGNOSIS: 81 previously: 80

14:30

  • US: Personal Spending and Income January Personal Spending PROGNOSE: +1.4% yoy previously: -0.2% yoy Personal Income PROGNOSE: +1.2% yoy previous: +0.2% yoy PCE price index / core rate PROGNOSE: +0.5% yoy/+4.4% yoy previous: +0.3% yoy/+4.4% yoy

16:00

  • US: Consumer Sentiment Index Uni Michigan (2nd survey) February PROGNOSIS: 66.4 1st survey: 66.4 previously: 64.9
  • US: New home sales January PROGNOSIS: +0.6% yoy previous: +2.3% yoy

Untimed:

  • EU: rating review for Netherlands (Fitch); North Rhine-Westphalia (S&P); Austria (Moody's); Austria (S&P); Sweden (Moody's);


Quarterly figures / corporate dates Europe

07:00 BASF | Holcim annual results

08:00 International Consolidated Airlines

10:00 Metro AGM (virtual)

No time stated: VW: Detmold Regional Court, ruling in proceedings against Volkswagen on end of production of vehicles with internal combustion engines by 2030


#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#kryptos
#cryptos
#nvidia
#etsy
#ebay
#münchnerrück
#deutschetelekom
#bookingcom
#bookingholdings
#beyondmeat
#moderna
#ironmountain

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19 Comentarios

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Have fun and success. Bring me a mummy!
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$BYND It's really crass how the market celebrates the figures - although everything is better than expected, the company is still fundamentally a complete catastrophe and doomed @DonkeyInvestor. Sales fall YoY by 20.6%, QoQ by 3.1%. Gross margin still negative at 3.7%. At least CoGS are falling, but still not strongly enough. On the positive side, OpEx down 31.7% YoY. Operating Margin accordingly at "only" 82%. Adjusted EBITDA is at - 70%. Inventories are of course also only slightly declining and need almost 3 quarters of sales until inventories are empty,
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All the best in Egypt! Buyer is just a great job - if you are resilient😉 And working your way through costbreakdowns is not that far away...
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Tropical suit and helmet with ventilation... I see there as good as never, people with decent footwear running around...
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Have fun and bring me some gold from the pyramids 😅😂✌🏾
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I have alternative facts to $MAIN XD Earnings per share were $0.980, right?
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Warner bros discovery has a diverse range of assets across multiple media platforms, including film, television, streaming, and digital. This diversified presence allows Warner Bros. Discovery to adapt to changing consumer preferences and reach a wide audience.

WBD stock can grow well in the next 10 years. The stock currently looks undervalued . You can read our complete analysis of WBD stock in this article https://moneyjames.net/wbd-stock-forecast/ where we have discussed about the WBD stock.
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