$VWS (+3,82 %) receives a strong tailwind and goes on the attack. The forecasts were narrowed and confirmed. In addition, profits explode by 77% thanks to lower costs and earnings per share double. Finally, the long wait has paid off.

https://www.wallstreet-online.de/nachricht/20119211-beachtet-vestas-wind-systems-bearer-and-or-registered-aktie-schiesst-hoehe-14-67-05-11-2025

Good morning to all Getquiners,

Today I would like to share with you my train of thought and the associated changes in my portfolio...

What my portfolio looked like:

Predominance of quality stocks like Siemens, Airbus, Telekom etc.

Small part in the FTSE World

With a small weighting in warrants and Bitcoin

Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...

My portfolio in the future, partly already today (currently in the process xD):

Predominantly riskier stocks with higher growth rates such as $RKLB (+1,22 %) , $IOS (-1,19 %) ...

Increase of the $BTC (-1,06 %) Bitcoin position to approx. 30% of the portfolio...

Approx. 15% of the portfolio in warrants...

If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:

I currently have on the WL

$TTR1 (+1,98 %) , $VSAT (-0,18 %) , $ENR (-1,11 %) , $VWS (+3,82 %) , $GEN (+0,45 %) , ($GOOGL (-0,03 %) )

Target:

20%+ p.a. & save for a future house purchase

Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...

Could you let me know what you think of this approach?

HG Kleinanleger 😊

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/0IVYpwsaKFs?si=LkXQjD8KIViA2p0p

Monday:

The subsidy rules for renewables in the USA are less strict than assumed. Various companies such as $VWS (+3,82 %) Vestas or $FSLR (-0,06 %) First Solar benefit from this and can make significant gains. Accordingly, many projects will still receive tax breaks if they are started before July 4, 2026. This could lead to many projects being started sooner than originally planned.

https://www.handelsblatt.com/unternehmen/energie/vesta-aktie-us-subventionen-treiben-aktien-von-wind-und-solarunternehmen/100149017.html

Wednesday:

Good news with a view to future inflation. Producer prices fell further in July, by 1.5% year-on-year. Economists had. only expected 1.3 %. Lower energy costs are primarily responsible for this.

https://www.handelsblatt.com/politik/konjunktur/deutschland-erzeugerpreise-mit-groesstem-rueckgang-seit-gut-einem-jahr/100149377.html

Donald Trump is benefiting massively from cryptocurrency profits. In our view, the US president is exposed to an enormous conflict of interest here. Through his investments, he is profiting from his own laws. We are not talking about a few thousand euros here, but several hundred million, if not billions, of USD.

https://www.handelsblatt.com/politik/international/usa-trump-kaufte-seit-amtsantritt-anleihen-fuer-ueber-100-millionen-dollar/100149524.html

Thursday:

Harvard economist and professor Kenneth Rogoff also indirectly criticized this massive conflict of interest of the "regulatory authorities" in the US. Rogoff became famous in 2018 for his forecast in which he claimed that the $BTC (-1,06 %) BTC would be worth USD 100 in a decade and not USD 100,000. Today, he sees the cause of his misjudgement primarily in the overestimation of the US regulatory authorities and the rise of BTC, driven above all by its use in the shadow economy.

https://www.coindesk.com/de/markets/2025/08/21/harvard-professor-who-predicted-bitcoin-crash-to-usd100-says-regulators-were-too-lax

Meanwhile, there is good data from the Purchasing Managers' Index for the EUR area. This rose to 51.1 points, whereas economists had expected a decline. The rise in industry in particular was a positive surprise. The index for service providers fell slightly to 50.7 points. Values above 50 signal growth.

https://www.handelsblatt.com/politik/konjunktur/umfrage-euro-wirtschaft-im-august-mit-staerkstem-wachstum-seit-15-monaten/100149645.html

Friday:

It almost seems as if the markets have been waiting for nothing else. Jerome Powell holds out the prospect of interest rate cuts by the Fed in his speech in Jackson Hole and the markets rally towards the weekend. The markets are 91% expecting a rate cut on September 17.

https://www.handelsblatt.com/finanzen/geldpolitik/jackson-hole-powell-sorgt-sich-um-arbeitsmarkt-und-stellt-zinssenkungen-in-aussicht/100148909.html

These are the most important dates for the coming week:

Monday: 10:00 ifo Business Climate Index (DE)

Thursday: 13:00 GDP figures (USA)

Friday: 14:00 Inflation data (DE)

Can you think of any other dates? Write it in the comments

#ifo
#bip
#inflation
#usa
#deutschland
#ukraine

$SZG (-1,6 %)
$HYQ (-0,25 %)
$ABX (+0,9 %)
$BBAI (+1,04 %)
$PLUG (-0,47 %)
$GPRO (+1,62 %)
$TEG (+0 %)
$1SXP (-0,43 %)
$SE (+0,18 %)
$ETOR (+1,01 %)
$NCH2 (+1,56 %)
$TUI1 (-0,52 %)
$VWS (+3,82 %)
$R3NK (-0,98 %)
$EOAN (+0,06 %)
$CSCO (-0,27 %)
$SLI (+3,67 %)
$HFG (-12,19 %)
$HTG (+1,29 %)
$HLAG (-1,05 %)
$TKA (+0,09 %)
$DOU (+0 %)
$RWE (+1,08 %)
$BIRK (-0,21 %)
$9618 (+1,44 %)
$DE (-0,11 %)
$FR (+2,08 %)
$NU (+0,35 %)

Hi everyone,

This is my first contribution. I have been observing the two wind power values for some time now $NDX1 (+3,94 %) and $VWS (+3,82 %) - and am also invested in both.

Gradually, both seem to be profitable or becoming more and more profitable, which could explain the current upward movement in the market, among other things. While many tech and crypto stocks are currently correcting massively, the last few days have seen a further sharp rise in both candidates.

But is it enough to end the prolonged downward trend and build a sustainable bottom or reverse the trend? It remains exciting.

It will also be interesting to see how Nordex performs tomorrow after the presentation of the figures for the full year 2024 and what reactions will follow in the market.

Also nice: some analysts are currently attesting to considerable upside potential. Goldman Sachs, for example, recently confirmed its buy rating for both stocks. Nordex €20.10; Vestas DKK 197 (~€26.41).

How do you see the whole thing? Do you still believe in wind energy stocks? Who is still invested?

Kind regards ✌️

Analsyst updates, 06.12.

⬆️⬆️⬆️

• BERNSTEIN raises the price target for SIEMENS from EUR 220 to EUR 227. Outperform. $SIE (-0,12 %)
• JPMORGAN raises the target price for SIEMENS ENERGY from EUR 38.70 to EUR 44. Neutral. $ENR (-1,11 %)
• JEFFERIES upgrades BMW from Hold to Buy and raises target price from EUR 80 to EUR 85. $BMW (-1,31 %)
• ODDO BHF raises the price target for AURUBIS from EUR 70 to EUR 76. Neutral. $NDA (-0,04 %)
• UBS raises target price for AUTO1 from EUR 9.80 to EUR 20.50. Buy. $AG1 (-10,58 %)
• UBS raises the target price for NORDEA from SEK 144 to SEK 145. Buy. $NDA FI (+0,36 %)
• DEUTSCHE BANK RESEARCH raises the price target for FREENET from EUR 34 to EUR 36. Buy. $FNTN (-0,15 %)
• DEUTSCHE BANK RESEARCH raises the target price for DS SMITH from GBP 4 to GBP 5.80. Hold. $SMDS
• JPMORGAN raises the price target for THYSSENKRUPP from EUR 3.80 to EUR 4.10. Neutral. $TKA (+0,09 %)
• JPMORGAN raises the target price for SALZGITTER from EUR 11.50 to EUR 14.10. Underweight. $SZG (-1,6 %)
• JPMORGAN raises the price target for SCHNEIDER ELECTRIC from EUR 270 to EUR 275. Overweight. $SU (-1,97 %)
• JPMORGAN raises the price target for KNORR-BREMSE from EUR 88 to EUR 92. Overweight. $KBX (-0,56 %)
• MORGAN STANLEY upgrades HANNOVER RÜCK to Overweight. Target price EUR 292. $HNR1 (-1,18 %)
• JPMORGAN raises the target price for COMMERZBANK from EUR 18.40 to EUR 19.50. Overweight. $CBK (-2,25 %)

⬇️⬇️⬇️

• GOLDMAN lowers the price target for LVMH from EUR 770 to EUR 720. Buy. $MC (+0,28 %)
• MORGAN STANLEY downgrades MUNICH RE to Equal-Weight. Target price 523 EUR. $MUV2 (-1,54 %)
• JEFFERIES downgrades MERCEDES-BENZ from Buy to Hold and lowers target price from EUR 73 to EUR 60. $MBG (-0,29 %)
• ODDO BHF lowers the price target for DELIVERY HERO from EUR 43 to EUR 38. Neutral. $DHER (-2,62 %)
• WARBURG RESEARCH lowers the price target for COMPUGROUP from EUR 31 to EUR 24.50. Buy. $COP (-1,62 %)
• JPMORGAN lowers the price target for VESTAS from DKK 143 to DKK 123. Neutral. $VWS (+3,82 %)
• JPMORGAN lowers the price target for KION from EUR 44 to EUR 43. Overweight. $KGX (-0,61 %)
• MORGAN STANLEY downgrades ORSTED to Equal-Weight. Target price DKK 480. $ORSTED (+2,64 %)

Analyst updates, 28.11.

⬆️⬆️⬆️

- HAUCK AUFHÄUSER IB raises the price target for ECKERT & ZIEGLER from EUR 55 to EUR 56.50. Buy. $EUZ (-0,99 %)

- EXANE BNP raises the target price for FREENET from EUR 30 to EUR 34. Outperform. $FNTN (-0,15 %)

- HAUCK AUFHÄUSER IB raises the price target for NORTHERN DATA from EUR 45 to EUR 52. Buy. $NB2 (+4,78 %)

- WARBURG RESEARCH raises the price target for PATRIZIA from EUR 9.80 to EUR 9.90. Buy. $PAT (-0,34 %)

- DEUTSCHE BANK RESEARCH raises the price target for EASYJET from GBP 6.70 to GBP 7.15. Buy. $EZJ (-0,79 %)

- EXANE BNP upgrades TRATON to Outperform. Target price EUR 35. $8TRA (-0,18 %)

- JPMORGAN raises the price target for CTS EVENTIM from EUR 101 to EUR 104. Overweight. $EVD (-0,22 %)

⬇️⬇️⬇️

- BRYAN GARNIER lowers the price target for LVMH from EUR 800 to EUR 770. Buy. $MC (+0,28 %)

- KEPLER CHEUVREUX lowers the price target for PORSCHE SE from EUR 48 to EUR 47. Buy. $PAH3 (-0,69 %)

- DEUTSCHE BANK RESEARCH lowers the price target for SYMRISE from EUR 130 to EUR 125. Buy. $SY1 (+0 %)

- WARBURG RESEARCH lowers the price target for ABO ENERGY from EUR 114 to EUR 110. Buy. $AB9 (+0,87 %)

- EXANE BNP lowers the target price for 1&1 from EUR 15 to EUR 12. Neutral. $1U1 (-1,06 %)

- EXANE BNP lowers the price target for UNITED INTERNET from EUR 20 to EUR 17. Neutral. $UTDI (-1,26 %)

- STIFEL downgrades COMPUGROUP from Buy to Hold and lowers target price from EUR 64 to EUR 18. $COP (-1,62 %)

- BARCLAYS lowers the price target for SCHOTT PHARMA from EUR 33 to EUR 27. Equal-Weight. $1SXP (-0,43 %)

- UBS lowers the price target for VESTAS from DKK 245 to DKK 175. Buy. $VWS (+3,82 %)

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-0,38 %)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+0,15 %)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (-1,11 %)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+2,45 %)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (-1,06 %)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+3,82 %)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (+0,18 %)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0 %)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (+0,45 %)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (+0,55 %)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (+0 %)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (+2,32 %)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-0,51 %)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (-1,89 %)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (-0,99 %)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-1,26 %)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-3,66 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (-0,61 %)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (-0,22 %)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+2,64 %)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (-1,21 %)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-0,54 %)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+0,09 %)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+0 %)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (+1,08 %)