Top Performer
$AOF (+0,23 %) +26%
$CTAS (+0,21 %) +21%
$PAYX (+0,64 %) +17%
$CNQ (-0,59 %) +17%
$DPZ (-0,32 %) +16%
Low Performer
$KLAC (+5,35 %) -40%
$ENPH (+5,44 %) -31%
$WSO (+8,03 %) -27%
$HIMS (+3,54 %) -24%
$JEDI (+6,65 %) -22%

Postes
13Top Performer
$AOF (+0,23 %) +26%
$CTAS (+0,21 %) +21%
$PAYX (+0,64 %) +17%
$CNQ (-0,59 %) +17%
$DPZ (-0,32 %) +16%
Low Performer
$KLAC (+5,35 %) -40%
$ENPH (+5,44 %) -31%
$WSO (+8,03 %) -27%
$HIMS (+3,54 %) -24%
$JEDI (+6,65 %) -22%
In the case of the share $AOF (+0,23 %) On February 6, 2016, a member of the Executive Board purchased shares with a total value of € 3.47 million. The purchase was carried out in several tranches on xetra and resulted in an equity of €86.12 at the end.
For me, this indicates a clear confidence of the Executive Board in the company.
Best regards 💥🗡️
It was a good start to the year :)
Top Movers
$ASML (+3,48 %) + 34%
$JEDI (+6,65 %) +23%
$SLVY (+3,84 %) +22%
$8002 (+0,32 %) +17%
$KLAC (+5,35 %) +16%
Top Loosers
$HIMS (+3,54 %) -17%
$AOF (+0,23 %) -15%
$UNH (-1,96 %) -14%
$QCOM (+5,86 %) -12%

$AOF (+0,23 %)
ATOSS Software SEa German company specializing in workforce workforce management software specialized in workforce management software.
$STLAM (+2,42 %)
Stellantis N.V.one of the world's largest automotive groups
as an additional option $HFG (-1,69 %) but here I evaluate further....
🛒 Nouveaux achats
🔄 Mouvement
🎯 Bilan rapide
Début septembre rime avec :
La stratégie reste la même : construire un portefeuille équilibré entre croissance et dividendes, en ajoutant petit à petit des entreprises solides.
⬆️⬆️⬆️
- GOLDMAN raises the price target for SIEMENS ENERGY from EUR 56 to EUR 60. Buy. $ENR (+3,49 %)
- BARCLAYS raises the target price for MERCEDES-BENZ from EUR 48.50 to EUR 50. Underweight. $MBG (+0,5 %)
- JEFFERIES upgrades SMA SOLAR from Hold to Buy and raises target price from EUR 14 to EUR 20. $S92 (+6,38 %)
- GOLDMAN raises the price target for DEUTSCHE BÖRSE from EUR 226 to EUR 231. Neutral. $DB1 (-0,71 %)
- BOFA upgrades BBVA from Neutral to Buy and raises target price from EUR 11 to EUR 13. $BBVA (-1,15 %)
- WARBURG RESEARCH upgrades FUCHS SE from Hold to Buy. Target price EUR 50. $FPE
- GOLDMAN raises the price target for FLATEXDEGIRO from EUR 17 to EUR 18. Buy. $FTK (-1,08 %)
- BERENBERG raises the target price for IBERDROLA from EUR 12.30 to EUR 14. Hold. $IBE (+1,07 %)
- JEFFERIES upgrades PVA TEPLA from Hold to Buy and raises target price from EUR 12 to EUR 19. $TPE (+2,03 %)
- JEFFERIES raises the price target for FRIEDRICH VORWERK from EUR 23 to EUR 30. Hold. $VH2 (+3,88 %)
- JEFFERIES raises the price target for ZEAL NETWORK from EUR 45 to EUR 58. Buy. $TIMA (+0,79 %)
- JEFFERIES raises the price target for ADESSO from EUR 75 to EUR 85. Hold. $ADN1 (+1,33 %)
- JEFFERIES upgrades NEL from Underperform to Hold. Target price NOK 3. $NEL (+0,77 %)
⬇️⬇️⬇️
- BERENBERG lowers the price target for RWE from EUR 46.50 to EUR 42. Buy. $RWE (-0,37 %)
- GOLDMAN lowers target price for EON from EUR 17.50 to EUR 17. Buy. $EOAN (+0,05 %)
- HAUCK AUFHÄUSER IB downgrades AIXTRON from Buy to Hold and lowers target price from EUR 26.40 to EUR 13.80. $AIXA (+3,29 %)
- METZLER lowers the price target for DWS from EUR 41 to EUR 40.50. Hold. $DWS (+2,16 %)
- GOLDMAN lowers the price target for ASTRAZENECA from GBP 159.55 to GBP 155.58. Buy. $AZN (-1,89 %)
- TD COWEN downgrades STMICRO to Hold. Target price EUR 24.50. $STM (+4,18 %)
- JPMORGAN downgrades CONSTELLATION BRANDS to Neutral. Target price USD 203. $STZ (-1,09 %)
- JEFFERIES lowers the price target for DOCMORRIS from CHF 65 to CHF 39. Buy. $DOCM (+2,13 %)
- JEFFERIES lowers the price target for ATOSS SOFTWARE from EUR 112 to EUR 108. Hold. $AOF (+0,23 %)
- JEFFERIES lowers the price target for JENOPTIK from EUR 34 to EUR 29. Buy. $JEN (+4,76 %)
- JEFFERIES lowers the price target for KONTRON from EUR 29 to EUR 27. Buy. $KTN (-3,32 %)
- JEFFERIES lowers the price target for SILTRONIC from EUR 95 to EUR 90. Buy. $WAF (+0,54 %)
- JEFFERIES downgrades VERBIO from Buy to Hold and lowers target price from EUR 22 to EUR 11. $VBK (+6,75 %)
- JEFFERIES downgrades SGL CARBON from Buy to Hold and lowers target price from EUR 9.50 to EUR 4.40. $SGL (-0,12 %)
Update analyst assessments:
$TSLA (+0,92 %) | RBC raises target price for TESLA from USD 236 to USD 249. Outperform.
$KO (-0,51 %) | JPMORGAN lowers the price target for COCA-COLA from USD 78 to USD 75. Overweight.
$TMUS (+0,4 %) | UBS raises the price target for T-MOBILE US from USD 210 to USD 255. Buy.
$T (-1,07 %) | UBS raises the price target for AT&T from USD 24 to USD 25. Buy.
$AOF (+0,23 %) | WARBURG RESEARCH raises the price target for ATOSS SOFTWARE from EUR 142 to EUR 144. Buy.
$UA (+1,22 %) | UBS raises the price target for UNDER ARMOUR from USD 11 to USD 12. Buy.
$JST (-0,86 %) | WARBURG RESEARCH raises the price target for JOST WERKE from EUR 62 to EUR 77. Buy
$IBM (+2,99 %) | UBS raises the price target for IBM from USD 145 to USD 150. Sell.
$FTK (-1,08 %) | HAUCK AUFHÄUSER IB downgrades FLATEXDEGIRO from Buy to Hold and lowers target price from EUR 16 to EUR 15.
$ROG (+0,53 %) | DEUTSCHE BANK RESEARCH raises the price target for ROCHE from CHF 235 to CHF 250. Sell.
$EBAY (+1,2 %) | UBS raises the price target for EBAY from USD 59 to USD 72. Neutral.
$KER (-3,03 %) | RBC lowers the price target for KERING from EUR 280 to EUR 230. Sector-Perform.
German winning stocks of the past five years
+603% SUSS Microtec $SMHN (+6,38 %)
+411% Rheinmetall $RHM (+1,28 %)
+329% Redcare Pharmacy $RDC (-1,28 %)
+326% ATOSS Software $AOF (+0,23 %)
+262% PNE $PNE3 (+0,57 %)
+258% Mutares $MUX (+0,65 %)
+232% Energiekontor $EKT (+2,71 %)
+231% GFT Technologies $GFT (-0,11 %)
+230% Elmos Semiconductor $ELG (-4,48 %)
+229% Adtran Networks $ADV (+0 %)
+161% Commerzbank $CBK (+1,81 %)
+146% Krones $KRN (+1,31 %)
+131% Hella $HLE (-0,63 %)
+126% Munich Re $MUV2 (-1,47 %)
+125% Deutsche Bank $DBK (+0,82 %)
+111% VERBIO $VBK (+6,75 %)
+111% KSB (Vz) $KSB (+3,9 %)
+109% Infineon $IFX (+4,25 %)
+109% Siemens $SIE (+0,98 %)
+107% Talanx $TLX (-0,3 %)
+103% Encavis $ECV
+100% SFC Energy $SFC
+95% Nemetschek $NEM (-2,11 %)
+93% Aixtron $AIXA (+3,29 %)
+90% flatexDEGIRO $FTK (-1,08 %)
+84% SAP $SAP (+2,15 %)
Which ones do you have in your portfolio or on your watchlist?
I sold Infineon and Elmos too early.
Quarterly Results on January 31, 2023…
It’s packed here today. Let’s get started⤵️
A ton of numbers today—they really moved the market. Let’s take a look at a summary of
what stood out:
$AMD (-2,47 %)
Advanced Micro Devices:
beat analysts’ estimates of $0.67 with fourth-quarter earnings per share of $0.69. Revenue of $5.6 billion exceeded expectations of $5.52 billion.
$SNAP (+4,62 %)
Snap:
beat analysts’ estimates of $0.11 with fourth-quarter earnings per share of $0.14. Revenue of $1.3 billion was in line with expectations.
$WDC (+3 %)
Western Digital:
Missed analyst estimates of -$0.14 with a second-quarter earnings per share of -$0.42. Revenue of $3.11 billion exceeded expectations of $2.99 billion.
Canadian Pacific Railway:
exceeded analysts’ estimates of $1.08 with earnings per share of $1.14 in the fourth quarter. Revenue of $2.46 billion was above expectations of $2.45 billion.
$MDLZ (+1,95 %)
Mondelez International:
beat analysts’ estimates of $0.70 with fourth-quarter earnings per share of $0.73. Revenue of $8.7 billion exceeded expectations of $8.33 billion.
$SYK (-0,76 %)
Stryker:
beat analysts’ estimates of $2.84 with fourth-quarter earnings per share of $3.00. Revenue of $5.2 billion exceeded expectations of $4.96 billion.
$EA (-0,82 %)
Electronic Arts:
missed analysts' estimates of $3.04 with third-quarter earnings per share of $0.73. Revenue of $1.88 billion fell short of expectations of $2.48 billion.
$AMGN (+3,09 %)
Amgen:
met analysts’ estimates in the fourth quarter with earnings per share of $4.09. Revenue of $6.8 billion exceeded expectations of $6.74 billion.
$SYY (-2,27 %)
Sysco:
missed analysts’ estimates of $0.84 with second-quarter earnings per share of $0.80. Revenue of $18.6 billion exceeded expectations of $18.59 billion. Sysco lowered its EPS guidance for fiscal year 2023 from $4.09–$4.39 to $4.00–$4.15. The consensus estimate currently stands at $4.14.
$MCD (-0,11 %)
McDonald’s Corp.:
beat analyst estimates of $2.45 with fourth-quarter earnings per share of $2.59. Revenue of $5.93 billion exceeded expectations of $5.71 billion.
$PFE (+0,49 %)
Pfizer Inc.:
beat analysts’ estimates of $1.07 with fourth-quarter earnings per share of $1.14. Revenue of $24.29 billion fell short of expectations of $24.61 billion. In its outlook for 2023, the company expects revenue of $67 to $71 billion (analyst forecast: $71.7 billion) and adjusted earnings per share of $3.25 to $3.45 (forecast: $4.3).
$MSCI (-0,72 %)
MSCI Inc.:
beat analyst estimates of $2.76 with fourth-quarter earnings per share of $2.84. Revenue of $576.21 million exceeded expectations of $568.58 million.
$GM
General Motors Co.:
beat analysts’ estimates of $1.68 with fourth-quarter earnings per share of $2.21. Revenue of $43.1 billion exceeded expectations of $40.04 billion.
$XOM (-0,87 %)
xxon Mobil Corp.:
beat analysts' estimates of $3.29 with fourth-quarter earnings per share of $3.40. Revenue of $95.43 billion fell short of expectations of $97.17 billion.
$CAT (+5,11 %)
Caterpillar Inc.:
missed analysts’ estimates of $4.02 with fourth-quarter earnings per share of $3.86. Revenue of $16.6 billion exceeded expectations of $15.82 billion.
$AOF (+0,23 %)
ATOSS Software:
reported 2022 revenue of €113.9 million (previous year: €97.1 million, preliminary: €113 to €114 million), an EBIT margin of 27% (previous year: 28%, preliminary: 26% to 27%) and net income of €19.4 million (previous year: €19.3 million). Forecasts confirmed. ATOSS Software plans to increase its payout to €2.83 per share (previous year: €1.82); the payout includes a dividend of €1.83 and a special dividend of €1.00 per share.
$HLAG (-2,06 %)
Hapag-Lloyd:
According to preliminary figures, Hapag-Lloyd generated revenue of $8.0 billion (previous year: $8.4 billion), EBITDA of $3.8 billion (previous year: $4.7 billion), and EBIT of $3.3 billion (previous year: $4.2 billion).
#mcdonalds
#stryker
#sysco
#exxonmobile
#mondelez
#pfizer
#snap
#caterpillar
#atoss
#electronicarts
#amd
#quartalszahlen
#aktien
#börse
#boerse

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