Hi,

What do you think of the $SIX2 (+2,12 %) (Sixt) share?

I think it's potentially exciting at the moment -- what's your take?

This is my first post, so please don't hate. 🙂

I've been using the dividend strategy for a year now because it motivates me to stick with it. The simple one-ETF solution is too boring for me in the long run - I have more fun following individual stocks from time to time.

So far, I've mainly invested in dividend ETFs, and I want to keep it that way. However, I would like to add a few individual stocks to my portfolio to make it more interesting.

My goal is a maximum of 10 individual stocks so that I don't lose track. Here are the stocks I'm currently looking at:

• Realty Income ($O (-0,41 %) )
• Main Street Capital ($MAIN (-0,98 %) )
• Agree Realty ($ADC (-1,55 %) )
• STAG Industrial ($STAG (+0,28 %) )
• BlackRock ($BLK (+2,38 %) )
• The Home Depot ($HD (+1,63 %) )
• Munich Re ($MUV2 (+0,31 %) )
• Chevron ($CVX (-0,49 %) )
• American Electric Power ($AEP (+0,69 %) )
• Waste Management ($WM (+0,63 %) )
• Sixt Vz. ($SIX2 (+2,12 %) )

My questions for you:

👉 Are these stocks generally suitable for a dividend strategy?

👉 Is there potential for improvement in terms of sector and country allocation?

👉 Is there a stock that you think should definitely not be missing?

Looking forward to your opinions and tips!

#dividendenstrategie
#einzelaktien
#passiveseinkommen

In my opinion, Sixt is currently a perfect investment that will bear fruit in the long term, but as a German mid-cap it is currently still flying under the radar of major American investors.

Around a third of the European population lives in large cities. Urban mobility is changing in such a way that many city dwellers no longer own a car, but do not want to do without the advantages of a car in some situations, despite cycling and public transport.

You can see it every day on the streets - at least here in Munich: there is a MILES, ShareNow or Sixt Share vehicle on every corner. In recent months, Sixt has significantly increased its fleet and you now see almost more SIXTs than MILES. At the latest since Sixt cars can no longer be booked via the Miles app (and vice versa), there is now real competition and SIXT has the much better cards.

As a start-up, MILES is dependent on investor funds and, unlike a car rental company with decades of tradition and large cash reserves, has significantly worse conditions when purchasing vehicles, no well-established maintenance processes, no experience on the used car market and significantly less willingness to take risks.

In addition, Sixt can deploy its fleet much more flexibly. Depending on the situation, cars from Car-Sharing can also be quickly transferred to the classic rental business or to business customers, as Sixt is only developing Car-Sharing as a new line of business, while the existing business has long been tried and tested and runs like Swiss clockwork.

The fact that a large proportion of the shares are family-owned and that this family has often made forward-looking, intelligent decisions in recent decades also speaks in the company's favor. Innovations have not been overlooked. The spirit of the times was recognized early on: for example, Sixt tapped into the Internet back in the 90s.

One last, subjective point, which comes from the customer's point of view and should therefore not be underestimated: SIXT in Munich is currently cheaper than MILES (billing per minute vs. per kilometer), provided you are not stuck in a traffic jam. However, Sixt cars are usually in much better condition. A reversing camera is actually included in all of them. MILES is too stingy for such (comparatively inexpensive) special equipment; I have never experienced reversing cameras in the S and M segments. It seems to be just a small detail, but for me personally it makes parking a lot easier, and if I have to pay more for not having it, why should I? Competitor FreeNow, on the other hand, only offers Stellantis cars, so also operates far from what you could call premium. So Sixt has the better prices in spite of premium cars - and probably also has the better margins.

In a nutshell: In the long term, I see only one winner in car sharing in Germany, and that winner is Sixt. The car sharing market as a whole is likely to grow strongly in the coming years, even outside Germany. Sixt has long been active in all European countries with its classic car rental business, so it will be much easier for Sixt to expand car sharing than Miles; after all, the entire infrastructure for fleet maintenance, the development of local laws, etc. does not have to be built from scratch.

And even if the car-sharing bet should not work out for some reason: Sixt has an extremely solid foundation both in the B2B fleet business and as a traditional car rental company.

According to Warren Buffet, you should only invest in a business that you understand. And if I use a product myself regularly and am happy with it, and if it is a fairly new product that can appeal to significantly more people than before over the years, then I see it as a real gem, especially when it is still valued so low.

This is not an investment for short-term speculation, but I am firmly convinced that Sixt will provide a lot of pleasure in the coming years.

Do you think I'm looking at this all too much through rose-colored glasses, or do you agree with my assessment?

$SIX2 (+2,12 %)
$SIX3 (+2,01 %)

Stellantis, because it's mentioned in the text: $STLAM (+2,68 %)

$SIX2 (+2,12 %)

Can anyone tell me where I can find the Sixt preference shares in Getquin?

Unfortunately nothing found in a direct search

Thanks a lot!

$SIX2 (+2,12 %)

The car rental company Sixt continues to record good demand.

Revenue rose by ten percent to EUR 858.1 million in the first quarter, as the company announced in Pullach on Tuesday.

The company recorded robust growth in Europe and the USA. Analysts had expected lower growth.

At the same time, Sixt was able to reduce its losses. Earnings before taxes improved by 36 percent to minus EUR 17.6 million, while the net loss amounted to EUR 12.6 million after a loss of a good EUR 23 million in the previous year.

The company also benefited from a tight fleet: the fleet only grew by just under four percent. The company confirmed its forecast for the current year. "Against the backdrop of continuing macroeconomic uncertainties, we are planning for the decisive summer business with an even tighter fleet," commented CFO Franz Weinberger.

The company achieved record sales of EUR 858.1 million, which corresponds to an increase of 12.3% compared to the same quarter of the previous year.

EBITDA amounted to EUR 217.8 million, also a record figure for a first quarter. However, Sixt recorded earnings before taxes (EBT) of EUR -17.6 million, which is attributable to market-related factors.

Despite the quarterly loss, Sixt confirms its forecast for the financial year 2025.

The company continues to expect revenue growth of 5% to 10%, supported by strong demand in the summer business.

Salut@all vlt. can someone shed some light on it, I'm thinking of joining Sixt. What speaks for what against it. $SIX2 (+2,12 %)

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

Also as a video:

https://youtube.com/shorts/yU_UfNQy7OQ?feature=shared

Sunday:

Another crypto theft occurred, this time probably the biggest ever. 1.5 billion dollars were stolen from the crypto exchange Bybit. Although the blockchain is considered secure, access to the individual wallets in which the cryptos are stored is not. As a result, there was a 'bank run' on the exchange as investors lost confidence and withdrew their money.

https://www.handelsblatt.com/finanzen/maerkte/devisen-rohstoffe/krypto-milliarden-diebstahl-schockt-krypto-markt/100109251.html

Monday:

No tailwind for the new federal government in Germany, the ifo business climate index is stagnating. The economy therefore remains a major construction site and urgent action is needed.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-ifo-geschaeftsklima-stagniert-deutsche-wirtschaft-wartet-ab/100109446.html

Tuesday:

Fuel cell specialist$F3C (+1,15 %) FC Energy is also forecasting double-digit growth for 2025. In 2024, the company achieved the upper end of the forecast for sales growth (+22.5%). Adjusted EBITDA grew to 22 million euros, exceeding the forecast.

https://www.finanzen.net/nachricht/aktien/auf-wachstumskurs-sfc-energy-aktie-sfc-energy-rechnet-mit-anhaltendem-wachstum-14267631

Wednesday:

Deutsche Telekom $DTE (+1,04 %) Deutsche Telekom is on a record course but falls short of the expectations of some analysts. Sales rose by 3.4 % to 115.77 billion euros, the dividend is to rise to 90 cents per share. The development of the US subsidiary remains decisive for Deutsche Telekom.

https://www.handelsblatt.com/technik/it-internet/deutsche-telekom-setzt-nach-rekordjahr-2024-auf-weiteres-wachstum/100108104.html

e.on $EOAN (+0,5 %) is convincing in terms of figures, even if the results here were slightly below the previous year's figures. EBITDA is expected to increase by 6-9% in 2025. The CEO of e.on expects the new German government to finally implement an efficient energy transition instead of adhering to expansion targets at all costs. The dividend is to rise to 55 cents per share.

https://www.waz.de/wirtschaft/article408409404/stromriese-eon-verdient-trotz-rezession-erneut-milliarden.html

Thursday:

$SIX2 (+2,12 %) Sixt, the car rental company, presents record sales figures. Turnover increased by 10.5% to 4 billion euros. The US business in particular is doing well. Profits fall slightly due to falling used car prices. The dividend is to rise to 2.70 per share. Sales growth of 5 - 10 % is also planned for the coming year.

https://www.boerse.de/nachrichten/EQS-News-SIXT-durchbricht-erstmals-die-Vier-Milliarden-Umsatzmarke-Drittes-Rekordjahr-in-Folge/37085370

Also $KGX (+1,46 %) Kion is planning to increase its dividend from 0.70 to 0.82 euros per share. Turnover is expected to stagnate in 2025 and amount to 10.9 - 11.7 billion euros. In 2024 it was 11.5 billion euros.

https://www.finanzen.net/nachricht/aktien/ausblick-vorsichtig-kion-aktie-mit-aufschlaegen-hoehere-dividende-nach-gewinnzuwachs-geplant-14275807

GDP growth in the USA falls to a growth rate of 2.3% in the 4th quarter. However, this is in line with expectations. Germany is a long way from 2.3 % growth. The country is in the longest recession phase in post-war history.

https://finance.yahoo.com/news/gdp-us-economy-grows-at-23-annualized-pace-in-fourth-quarter-matching-estimates-133216310.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAEDHZnuC0vgU8t8P7RBXsPEgAWKgMPnwT-Drlsk8DdbuQHCNMXQ7A1RS54QADRKn60ZxSDZoUa_q_5Xoub7zQSzmycOPUkgkOlopnSzTIeKez9crAfvPN2tBrlZUdmJEpy_cgFrV-geZT0BuG_Rqr5_OMyPnvoiPClm6tDcy3OZ8

Friday:

The world's largest insurance group posts a bottom-line profit of 10 billion euros, up 10% on the previous year. Allianz $ALV (+0,76 %) Allianz once again exceeds analysts' expectations and the dividend rises to €15.40 per share. At the same time, Allianz has been cutting back on life insurance benefits for years.

https://www.handelsblatt.com/finanzen/banken-versicherungen/versicherer/versicherer-allianz-erzielt-rekordgewinn-und-zahlt-mehr-dividende/100108025.html

Due to rising food prices, inflation in Germany remains at 2.3%. Next week there will be further inflation data from the EU, as well as a possible key interest rate cut by the ECB.

https://www.welt.de/wirtschaft/article255568962/Inflation-liegt-im-Februar-bei-2-3-Prozent-Nahrung-und-Dienstleistungen-werden-teurer.html

These are the most important dates for the coming week:

Monday: 11:00 Inflation data (EU)

Wednesday: 16:00 ISM data (USA)

Thursday: 14:15 Interest rate decision (EU)

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

#inflation
#usa
#ezb
#zinsentscheid

$SIX2 (+2,12 %)

After a difficult previous year, car rental company Sixt is aiming for significant profit improvements in 2025.

Pre-tax earnings are expected to account for around ten percent of revenue, which is expected to grow by five to ten percent, as the Pullach-based company announced on Thursday.

On average, analysts had expected revenue growth in the lower half of this range, but had also hoped for a little more in terms of profitability.

Analyst Constantin Hesse from the investment bank Jefferies spoke of a solid fourth quarter for the car rental company.

However, pre-tax earnings fell slightly short of expectations.

The targets for 2025 are in line with expectations. Due to the below-average share price performance to date, he saw room for upside for the share.

For Baader Bank expert Christian Obst, Sixt has set itself somewhat higher growth targets for the new year than expected.

Discounts for car rental companies are likely to increase over the course of the year.

Losses on residual car values, on the other hand, should subside over the course of the year, and IT and personnel costs should also develop more favorably.

In general, Sixt is usually cautious in its forecasts.

Last year, Sixt increased its turnover by 10.5 percent to EUR 4.0 billion.

Sixt is expanding its business in the relatively new US market in particular.

In contrast, Sixt's pre-tax profit fell by 27.8 percent to EUR 335 million.

The pre-tax margin thus amounted to 8.4 percent.

The management intends to reduce the dividend per ordinary share to EUR 2.70 after EUR 3.90 a year earlier due to the decline in profits.

The decline in profits was mainly due to falling used car prices, which is why Sixt had to sell many cars after their useful life at unexpectedly low prices. Among other things, losses on electric cars weighed on the balance sheet.

The management is trying to reduce the residual value risk and has already achieved significant success in Europe.

In Sixt's growing US market, however, it is traditionally more common for the car rental company to also bear the value risk of the cars for the duration of their use.

Various analyst firms rate the share at between €100 and €135, which still leaves a lot of room for upside.

I myself am up around 30% and see further growth. Especially in the USA 👆🏼

It's a shame that the dividend is being cut, but I think it's a step in the right direction.

A few days before the Bundestag elections, Wall Street has discovered its special love for Europe and German second-line stocks. The small cap index MDaxwhich is usually overshadowed by the Dax, is suddenly enjoying a level of attention not seen for years. Several major Wall Street addresses have published analyses of the index of medium-sized companies almost simultaneously.

The MDax is considered to be one of the most undervalued indices in the Old World and this is precisely what makes it particularly attractive from Wall Street's perspective. The Bundestag elections are fueling this bet: if Germany manages to turn the economy around afterwards, the MDax could benefit disproportionately.

Around a third of the MDax companies' business is attributable to the domestic market. Accordingly, the local misery has weighed much more heavily on the index. By contrast, the index has not yet priced in the economic policy stimuli that could arise after the election.

Possible beneficiaries are (examples):

Through lower energy costs:

$WCH (+1,66 %) | $LXS (+2,68 %) | $GBF (+1,21 %)

Improved consumer sentiment:

$CTS (+0,54 %) | $BOSS (+1,66 %) | $SIX2 (+2,12 %)

Suitable funds could be

$EXID (+0,64 %) | $MD4X (+0,62 %)

Source (excerpts) & graphic:

WELT editorial team "Alles auf Aktien"

Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (+0,64 %) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (+4,02 %)
$NA9 (+2,24 %)
$TNIE (+0,93 %)
$KTN (+1 %)
$ALCRB (+6,61 %)
$DSFIR (+1,32 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+6,17 %) in $MUM (+1,24 %) . My next idea would be $SIX2 (+2,12 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha