Transocea Action Forum

Earnings next week 🚀

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Stock analysis $RIG

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getquin Daily Summary 02.08.2022

Hello getquin,

today there are again exciting quarterly figures! Also, Simens Gamesa lowers outlook and Fiat Chrysler has to pay millions in the US. In the special: Innoviz concludes a contract with VW.

Europe🌍:

1. Siemens Gamesa lowers outlook

Troubled wind power company Siemens Gamesa has been forced to lower its targets, despite previously expecting a significant loss. Releasing its quarterly figures on Tuesday, the German-Spanish turbine maker warned that returns could potentially fall to as low as minus 5.5 percent instead of the previous minus four percent. The return will also be negative in 2023, it said.

Group CEO Jochen Eickholt said, "The situation remains tight, we observe that material costs continue to rise, at the same time we have long-term contracts that were negotiated in 2021 with significantly lower prices." The Siemens Energy division has been making losses for years.

Not good news from Gamesa: https://bit.ly/3vBiIDL

🟥 $SGRE (🔽 -0,08%)

America🌏:

2. Fiat Chrysler pays $300 million in the U.S.

Automaker Fiat Chrysler has been fined yet another time over the controversy surrounding the manipulation of emissions data in the US. A federal judge in Detroit fined the company about $300 million (about 290 million euros) on Monday (local time) for falsifying emissions data.

The manufacturer, now a subsidiary of global automaker Stellantis, had pleaded guilty in June and reached a settlement with the U.S. Justice Department. Fiat Chrysler said the money was covered by provisions at the time. The court has now approved the settlement.

Authorities in the United States had accused the automaker of lying about the emissions levels of just over 100,000 diesel vehicles. The Justice Department had filed charges in 2017.

Interested in the issue? https://bit.ly/3zqf6po

$2FI

Special:🎤

3. Innoviz concludes contract with VW

Israeli lidar manufacturer Innoviz announced Tuesday that it has signed a contract to supply lidar units and related software for autonomous driving to a division of Volkswagen worth $4 billion over eight years.

Under the contract, Volkswagen will install Innoviz's latest lidar unit and proprietary perception software across its vehicle portfolio.

The contract is for eight years, beginning in the "middle of the decade," when the first Innoviz-equipped Volkswagen Group vehicles are scheduled to be delivered. Innoviz expects to deliver lidar units for between 5 and 8 million Volkswagen Group vehicles during the eight-year term.

Now that's what I call a good deal! https://cnb.cx/3BEueSD

🟩 $INVZ (🔼 +12,25%)

Quarterly figures:

🚖Uber $UBER (+0,18 %)

Uber Technologies Inc on Tuesday reported positive cash flow for the first time in the third quarter and forecast operating profit above estimates as more people rely on its services for transportation and meal delivery.

The company's shares rose 13% to $27.9, helping to lift shares of rival Lyft Inc.

EPS: 🟩🟥 -$0.05 expected vs tba reported; difference: tba%.

Revenue: 🟩 $7.37 billion expected vs $8.07 billion published; variance: 9.50%.

Source: https://reut.rs/3OXSW3f

🏎Ferrari $RACE (-2,76 %)

Thanks to strong demand for its high-end sports cars, Ferrari has posted record results and raised its forecast. Analysts' forecasts were exceeded as earnings before interest, taxes, depreciation and amortization (Ebitda) rose 15% to 446 million euros in the second quarter. Sales rose 25% to nearly 1.3 billion euros. However, the return on sales fell by almost three percentage points over the course of the year to a still lush 34.6%. By comparison, sports car manufacturer Lamborghini, a division of Audi owned by VW, achieved 31.9 percent after six months.

EPS: 🟩 € 1.20 expected vs € 1.36 published; difference: 13.12 %.

Sales: 🟩 €1.22 billion expected vs €1.29 billion published; difference: 5.90%.

Stocks of the day:

🟩 TOP $RIG 3,15 € (🔼 +16,25%)

➡️Tiefseebohrungen based in Switzerland

🟥 FLOP $SYNH , 64,09 € (🔽 -16,97%)

➡️Dienstleistung for pharmaceutical and medical technology & clinical trials

🟩Most searched $AMZN (+1,9 %) , 132,95€ (🔼 +0,53%)

🟩 Most traded $TSLA (-6,59 %) , 887,00 (🔼 +1,99%)

🟥 S&P500, 4,106.50 (🔽 -0.29%)

🟥 DAX, 13,437.37 (🔽 -0.31%)

🟥 bitcoin ₿, €22,426.05 (🔽 -1.12%)

Time: 16:45 CEST

Fun Fact:

Did you know that Ferrari has been in F1 continuously since its inception in 1950?

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗻𝗱𝗲𝘀𝘁𝘀𝘁𝗲𝘂𝗲𝗿, 𝗮𝗯𝗼𝘃𝗲 𝘁𝗵𝗲 𝗰𝗹𝗼𝘂𝗱𝘀 𝘂𝗻𝗱 𝗕𝗶𝘁𝗰𝗼𝗶𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AES Corporation ($AES (-2,76 %)), Banner Bank ($BANR), Baker Hughes($68V (-0,68 %)), Equitrans Midstream ($37W), Realty Income Corporation ($RY6 (-0,83 %)), Shell Midstream Part ($SHLX), 1st Source ($SRCE) and Vereit ($50A) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Addex Therapeutics ($ADXN), Arista Networks, Inc. ($117 (-0,04 %)), Asahi Glass ($SHJ (+0,69 %)), Ceragon ($GGN (+1,69 %)), Clorox ($CXX (+0,14 %)), Eisai ($EII (-0,03 %)), Kyocera ($KYR (-1,48 %)), Leggett & Platt ($LP1 (-1,4 %)), McKesson ($MCK (+0,98 %)), NXP Semiconductors ($VNX (-0,23 %)), Ryanair ($RY4C (-1,26 %)), Simon Property ($SQI (-1 %)), Shionogi Seiyaku ($SH0 (-3,73 %)), Tata Motors ($TATB), TDK ($TDK (+3,67 %)), Transocean ($RIG), Williams ($WMB (-0,41 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

G20 - Global minimum tax to come in 2023. In this, every company that exceeds an annual turnover of 750,000 euros is to pay 15% tax on its profits. The large digital corporations must have a turnover of at least 20 billion euros and generate a pre-tax profit margin of at least 10% to also be affected by the global sales tax. Amazon ($AMZ (+1,9 %)) would then be spared its 5% margin, while Apple ($APC (+0,17 %)) would be asked to pay. Tax havens would also become less attractive, as the tax burden would not fall on the home countries - as it does now - but on the market countries, i.e. where most of the revenue is generated.

Ryanair ($RY4C (-1,26 %)) - The airline has finally been able to report a profit again since the start of the pandemic. In the quarter July to September this year, the profit was 225 million euros. In comparison, Ryanair made a loss of 225.5 million euros in the same quarter last year.

However, a loss of 100 to 200 million euros is expected for the year as a whole, as airline tickets have to be offered at discounts.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (-0,58 %)) - After Bitcoin's strong October 2021 gain, there are eager hopes for an even stronger price increase. Predictions vary between a $50,000 and $100,000. Next month's result could be significantly influenced by the fact that many investors are in a celebratory mood and expect a continued strong increase. On the other hand, a throttling of the markets is expected after an announcement by the Fed.

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