3Semana·

Top / flop stocks 2024

Tenbagger2024 · 2024-12-31T16:41:25.840944Z

Hallo meine Lieben zum Jahresabschluss die Tops und Flops. Mit Aixtron $AIXA habe ich selber einen großen Flop im Depot gehabt. Doch für 2025 bin ich bei Aixtron recht zuverlässig. AppLovin $APP und Nvidia $NVDA waren dann meine Top Werte. Welche Werte waren bei Euch Top und Flop? Für welche Flop Werte seid Ihr im Neuen Jahr zuversichtlich? Werden die Top Werte auch weiter Top sein?

Hello everyone, the tops and flops at the end of the year.

With Aixtron $AIXA (+0,73 %) I myself had a big flop in my portfolio. But for 2025 I am quite reliable with Aixtron.

AppLovin $APP (+7,55 %) and Nvidia $NVDA (+5,87 %) were then my top stocks.

Which stocks were top and flop for you?

Which flop stocks are you confident about in the new year?

Will the top stocks continue to be top?

11 Comentarios

Homer@Simpson

3Semana

Apple Alphabet and Broadcom 🥰 JP and DBS 🥰

Disappointment of the entire healthcare sector.😏

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Tenbagger2024@Tenbagger2024

3Semana

@Simpson
Alphabet has also done well for me. Normally Microsoft has always run in parallel, but is now lagging behind. It's simply due to the quantum dynamics at Alphabet. Unfortunately, I don't have Broadcom. And none of my semiconductor stocks have done particularly well. In the healthcare sector, Vertex fell again at the end due to the disappointing phase 3 study. Cortex Therap. did quite well. I bought NU Holding at the wrong time. The same goes for ASML.

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Homer@Simpson

3Semana

@Tenbagger2024 oh, I forgot all about the semiconductors😂, they didn't do well in my savings plan portfolio, at the end of the year I also made a few individual purchases in the sector, still waiting for returns 😂

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Tenbagger2024@Tenbagger2024

3Semana

@Simpson
Yes, I have seen that. You have a few engineering companies like Larm and KLA . They all run in parallel with ASML, so I think it's enough to have one stock in the portfolio. All the stocks suffered in the summer.

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SGP@Koenigmidas

3Semana

@Simpson coming again my savings plan at $COLO B starts tomorrow

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Dussel Duck 🍎🍏🥂@DusselDuck

3Semana

Broadcom, Amazon and Apple were the highlights.
At the end: BHP, ASML and Vertex

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Tenbagger2024@Tenbagger2024

3Semana

@DusselDuck
BHP, ASML and Vertex will be back

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Dussel Duck 🍎🍏🥂@DusselDuck

3Semana

@Tenbagger2024 Yes, I think so too. I discovered Vertex with you! 😊

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Tenbagger2024@Tenbagger2024

3Semana

@DusselDuck
Vertex still has a lot in the pipeline

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Smudo@Smudeo

3Semana

Following the presentation of the Q3 figures in the early morning, the MDAX share initially shot up by almost 7% in the first ten minutes of trading on Xetra. 1.5 hours later, its performance was suddenly down around 4% on the previous day's close.
Let's take a look at the background to the turbulence: The results for the past quarter (sales: -5.3%; EBIT: -17.2%) were weaker than expected, and incoming orders were also clearly below consensus estimates despite an increase of 21%. Aixtron confirms the 2024 forecast, but is likely to end up at the lower end of the target corridors.

This is important because in a first official indication for 2025, the Management Board expects sales at the 2024 level or slightly below.
As things stand, sales of between EUR 575 million and EUR 630 million are likely to be realistic, which would mean a drop of around 10% at the lower end. A decline in EBIT must also be expected.

However, the continuing weakness in demand does not alter the very good prospects for the coming years. The expansion of certain capacities announced by STMicroelectronics as an Aixtron customer is proof of this.

Possible setbacks in the share price (DE000A0WMPJ6) would offer good entry opportunities

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Tenbagger2024@Tenbagger2024

3Semana

@Smudeo
Thank you, share your opinion

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