$JUN3 (-2,53 %)

I would be interested in your opinion on joining Jungheinrich, a well-positioned company in my eyes. What is your opinion?

Since September 1999, Bankhaus Metzler has published a list of ten German shares that it recommends for the following quarter. Since then, this top ten list has achieved a return of more than 600 percent. In the same period, Germany's leading index, the Dax, gained around 350 percent.

The research team has now published the top 10 for the third quarter.

• 4 DAX stocks

$DB1 (+0,23 %)
$MUV2 (-0,03 %)
$SIE (-0,86 %)

• 3 MDAX stocks

$BC8 (+0,31 %)
$EVK (-0,43 %)
$JUN3 (-2,53 %)

• 2 SDAX stocks

$BFSA (-2,65 %)
$VOS (+2,88 %)

• 1 stock outside the indices

$IVU (-0,62 %)

Source: Handelsblatt, 04.07.25

$JUN3 (-2,53 %)
$VOS (+2,88 %)
$VIB3 (+0,84 %)

My 3 depot candidates have been running very well for a few days now.

Jungheinrich will certainly benefit from the investment booster (declining balance depreciation for movable assets). At the moment I have also cracked the 1000% total performance again. Boring depot rocket.

Vossloh ... yes, just rail

"Just seven weeks in office, Germany's new transport minister announced on Tuesday, der Bund werde zur Sanierung maroder Strecken der Deutschen Bahn (DB) bis 2029 rund 107 Milliarden Euro zur Verfügung stellen. minutes later, the Sauerland-based manufacturer of switches and railroad sleepers was worth almost 50 million euros more on the Frankfurt Stock Exchange."

And at Villeroy&Boch, the construction turbo may be igniting

" Federal Building Minister Verena Hubertz. "Adding storeys, redensification and new construction"

The $MC (-0,72 %) Odyssey more than makes up for. So always diversify.

• FORECAST FOR 2025 REMAINS UNCHANGED
• EARNINGS BEFORE TAXES (EBT) REACHED 97.1 MILLION EUROS IN Q1 OF 2025 (PREVIOUS YEAR: 95.6 MILLION EUROS)
• EARNINGS PER PREFERRED SHARE WERE 0.69 EUROS (PREVIOUS YEAR: 0.68 EUROS)

Once again some exciting insights from a pearl from the second row. One of my all-time favorites 😍

https://media-live2.prod.scw.jungheinrichcloud.com/resource/blob/1971594/ea420401f415c1bc78c8d3962bcbadb4/praesentation-strategie-2030--data.pdf

$JUN3 (-2,53 %)

$JUN3 (-2,53 %)

I currently don't know whether I should sell this position, since I entered last November I am up about 40%. That was about my target for the year, I didn't think it would go up so quickly.

Better to hold or sell?

Forklift FTW

17.12.2024

Thyssenkrupp Nucera makes operating loss + Bitcoin with new ATH + Analysts' assessments of various stocks

Thyssenkrupp Nucera $NCH2 (-0,09 %)makes operating loss

As expected, electrolysis specialist Thyssenkrupp Nucera slipped into the operating loss zone in the past financial year 2023/24 (as at the end of September). For the current financial year, the company also expects a loss of 30 million euros in the worst-case scenario, as the thyssenkrupp subsidiary announced in Dortmund on Tuesday. At best, a small profit of 5 million euros is expected. On average, analysts are predicting a small loss. In the 12 months to the end of September, the loss before interest and taxes (EBIT) amounted to 14 million euros, following an operating profit of 25 million euros a year earlier. The Group is targeting sales of 850 million to 950 million euros in the current financial year. The Green Hydrogen segment is expected to contribute between 450 million and 550 million euros. In the past financial year, revenue increased by 30 percent year-on-year to 862 million euros. The hydrogen business was the main contributor to this - sales climbed by 60 percent to 524 million euros. On balance, thyssenkrupp Nucea reported a profit of 11 million euros for continuing operations thanks to high interest income. In the previous year, the net profit amounted to 24 million euros.

New buy signals?

• The major Swiss bank UBS took the valuation of the shares of Jenoptik $JEN (-2,26 %) with a "buy" rating. The Thuringian company is a technology leader with underestimated potential, wrote analyst Olivier Calvet. In pre-market trading on Tradegate, the shares rose by 3.7 percent compared to the Xetra close.
• Also Jungheinrich $JUN3 (-2,53 %) was also driven by a buy recommendation from Citigroup. The shares of the forklift and pallet truck manufacturer rose by 2.7 percent on Tradegate
• Just like the shares of Airbus
  $AIR (+0,08 %) which were upgraded to "buy" by Deutsche Bank and gained 0.9 per cent.
• After business figures Thyssenkrupp Nucera
  $NCH2 (-0,09 %) rose by 4.7 percent on Tradegate at the Xetra close.

Tuesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks

Telefonica EUR 0.15

STMicroelectronics USD 0.09

• Quarterly figures / company dates USA / Asia

14:30 Pfizer publication of forecast 2025

16:00 Agilent Technologies: Analyst and Investor Day

• Quarterly figures / Company dates Europe

07:00 Thyssenkrupp Nucera Annual Results | Givaudan Pre-close Roundtable Call 4Q

08:00 Thyssenkrupp Nucera Analyst Conference

10:00 Thyssenkrupp Nucera BI-PK

14:00 GlaxoSmithKline: Meet the management: Early pipeline Call

15:00 Givaudan Analyst Conference

• Economic data

09:30 EU: ECB Banking Supervision, Report on SREP 2024 (10:00 Press conference with Banking Supervisor Buch)

10:00 DE: Ifo Business Climate Index December PROGNOSE: 85.5 PREVIOUS: 85.7 Situation assessment PROGNOSE: 84.0 PREVIOUS: 84.3 Business expectations PROGNOSE: 87.5 PREVIOUS: 87.2

11:00 EU: ECB Banking Supervisor Buch, press conference on the presentation of the SREP 2024 report (with ECB Director Elderson)

11:00 DE: ZEW Economic Sentiment Index December FORECAST: 6.2 points previous: 7.4 points Economic Situation FORECAST: -93.0 points previous: -91.4 points | Trade Balance October

14:30 US: Retail Sales November PROGNOSE: +0.6% yoy previous: +0.4% yoy Retail Sales ex Motor Vehicles PROGNOSE: +0.4% yoy previous: +0.1% yoy

15:15 US: Industrial production and capacity utilization November Industrial production PROGNOSE: +0.2% yoy previous: -0.3% yoy Capacity utilization PROGNOSE: 77.2% previous: 77.1%

16:00 US: Inventories October PROGNOSE: +0.2% yoy previous: +0.1% yoy

First small position built up.

For me, this is a very exciting and forward-looking company that even comes from Germany!

$JUN3 (-2,53 %) even offers an attractive dividend yield of 3%.

What do you think of the company?

Analyst updates, 29.11.

⬆️⬆️⬆️

- BOFA raises the price target for SIEMENS ENERGY from EUR 48 to EUR 52. Neutral. $ENR (-1,29 %)

- GOLDMAN raises the target price for DEUTSCHE TELEKOM from EUR 37 to EUR 39. Buy. $DTE (-0,78 %)

- BERENBERG raises the price target for PFIZER from USD 27 to USD 29. Hold. $PFE (-0,75 %)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 14.15 to GBP 16.02. Overweight. $TKWY (+2,38 %)

- WARBURG RESEARCH raises the target price for RATIONAL from EUR 800 to EUR 810. Hold. $RAA (-0,63 %)

- BOFA upgrades SCHNEIDER ELECTRIC from Underperform to Neutral and raises target price from 175 EUR to 255 EUR. $SU (-1,16 %)

- BOFA raises the price target for NORDEX from 17.90 EUR to 19.30 EUR. Buy. $NDX1 (+4,3 %)

- BERENBERG raises the target price for ZALANDO from EUR 29.70 to EUR 38. Buy. $ZAL (+0,33 %)

- WARBURG RESEARCH upgrades WACKER NEUSON from Hold to Buy. Target price EUR 17. $WAC (-1,06 %)

- WARBURG RESEARCH raises the price target for ALZCHEM from EUR 75 to EUR 77.50. Buy. $ACT (-0,69 %)

- ODDO BHF upgrades NORMA GROUP from Neutral to Outperform. Target price EUR 18.10. $NOEJ (-3,89 %)

- BOFA raises the price target for KNORR-BREMSE from EUR 68 to EUR 70. Underperform. $KBX (-0,12 %)

- BOFA upgrades ABB to Buy. $ABBNY (-0,71 %)

- BOFA upgrades KION from Neutral to Buy and raises target price from EUR 39.50 to EUR 48.50. $KGX (-0,54 %)

- BOFA upgrades JUNGHEINRICH from Underperform to Neutral and raises target price from EUR 24 to EUR 26. $JUN3 (-2,53 %)

- BERENBERG raises the price target for GLOBAL FASHION GROUP from EUR 0.23 to EUR 0.27. Hold. $GFG (+0,32 %)

- HSBC raises the price target for DEUTSCHE BÖRSE from EUR 230 to EUR 236. Buy. $DB1 (+0,23 %)

⬇️⬇️⬇️

- KEPLER CHEUVREUX lowers the price target for HUGO BOSS from EUR 59 to EUR 41. Buy. $BOSS (-0,17 %)

- BOFA downgrades GENERALI from Neutral to Underperform and raises target price from EUR 26 to EUR 27. $G (+0,57 %)

- DEUTSCHE BANK RESEARCH lowers the price target for L'OREAL from EUR 335 to EUR 280. Sell. $OR (-1,8 %)

- BOFA lowers the target price for BAE SYSTEMS from GBP 13.75 to GBP 12.40. Underperform. $BA. (+1,91 %)

- BERENBERG lowers the price target for ALLGEIER from EUR 22 to EUR 19. Buy. $0RQZ

Analyst updates, 19.11.

⬆️⬆️⬆️

- JEFFERIES raises the price target for NETFLIX from USD 800 to USD 1000. Buy. $NFLX (-4,35 %)

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS from EUR 200 to EUR 210. Buy. $SIE (-0,86 %)

- DZ BANK raises the price target for WALT DISNEY from USD 115 to USD 130. Buy. $DIS (-0,81 %)

- KEPLER CHEUVREUX raises the target price for ALZCHEM from EUR 69 to EUR 73. Buy. $ACT (-0,69 %)

⬇️⬇️⬇️

- BOFA downgrades SIEMENS from Buy to Neutral and raises target price from EUR 196 to EUR 200. $SIE (-0,86 %)

- BERENBERG lowers the price target for BAYER from EUR 28 to EUR 22. Hold. $BAYN (-1,17 %)

- BERENBERG lowers the price target for SMA SOLAR from EUR 21 to EUR 14. Hold. $S92 (-1,97 %)

- DZ BANK downgrades SHOPIFY from Hold to Sell and raises target price from USD 68 to USD 91. $SHOP (+0,05 %)

- STIFEL lowers the price target for BECHTLE from EUR 50 to EUR 45. Buy. $BC8 (+0,31 %)

- WARBURG RESEARCH lowers the price target for JUNGHEINRICH from EUR 49 to EUR 47. Buy. $JUN3 (-2,53 %)

- HAUCK AUFHÄUSER IB lowers the target price for KNAUS TABBERT from EUR 16 to EUR 8. Sell. $KTA (+0,08 %)

- DEUTSCHE BANK RESEARCH lowers the price target for JOST WERKE from EUR 70 to EUR 60. Buy. $JST (-0,66 %)

- GOLDMAN lowers the price target for TEAMVIEWER from EUR 18 to EUR 17. Buy. $TMV (+0,87 %)