What do you think of the $G24 (+1,38 %) ?
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8Analyst updates, 05.12.
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Analyst updates, 14.11. 👇🏼
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- JEFFERIES raises the price target for TESLA from USD 195 to USD 300. Hold. $TSLA (+2,15 %)
- WARBURG RESEARCH raises the price target for INIT from EUR 49.50 to EUR 53. Buy $INIT
- WARBURG RESEARCH raises the price target for DEUTSCHE BANK from EUR 21.10 to EUR 21.30. Buy. $DBK (+0,77 %)
- DEUTSCHE BANK RESEARCH raises the price target for AUTO1 from EUR 11 to EUR 12. Buy. $AG1 (-3,53 %)
- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS ENERGY from EUR 43 to EUR 52. Buy. $ENR (+2,1 %)
- BERENBERG raises the price target for SCOUT24 from EUR 83 to EUR 110. Buy. $G24 (+1,38 %)
- GOLDMAN raises the target price for RIVIAN from USD 10 to USD 12. Neutral. $RIVN (+0,19 %)
- GOLDMAN raises the price target for MOLLER-MAERSK from DKK 12000 to DKK 12300. Neutral. $MAERSK B (-1,23 %)
- UBS raises the price target for CISCO from USD 55 to USD 62. Neutral. $CSCO (+0,38 %)
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- WARBURG RESEARCH downgrades PORSCHE SE from Buy to Hold and lowers price target from EUR 60 to EUR 36. $PAH3 (-0,7 %)
- WARBURG RESEARCH lowers the price target for EXASOL from EUR 6.30 to EUR 6. Buy. $EXL (+7,04 %)
- WARBURG RESEARCH lowers the price target for BRENNTAG from EUR 75 to EUR 69. Buy. $BNR (-1,54 %)
- WARBURG RESEARCH lowers the price target for INFINEON from EUR 43 to EUR 39. Buy. $IFX (+6,19 %)
- DEUTSCHE BANK RESEARCH lowers the price target for VERBIO from EUR 20 to EUR 17. Hold. $VBK (+1,87 %)
- DEUTSCHE BANK RESEARCH lowers the price target for JENOPTIK from EUR 45 to EUR 39. Buy. $JEN (+0,61 %)
- DEUTSCHE BANK RESEARCH lowers the price target for ELRINGKLINGER from EUR 6 to EUR 4.50. Hold. $ZIL2 (-2,37 %)
- DEUTSCHE BANK RESEARCH lowers the price target for BAYER from EUR 29 to EUR 23. Hold. $BAYN (+2,12 %)
- HAUCK AUFHÄUSER IB lowers the target price for SAF-HOLLAND from EUR 30 to EUR 28. Buy. $SFQ (+0,06 %)
- KEPLER CHEUVREUX lowers the target price for RWE from EUR 40 to EUR 36. Buy. $RWE (+0,92 %)
- METZLER lowers the price target for JUNGHEINRICH from EUR 42 to EUR 38. Buy. $JUN3 (+0,42 %)
- BARCLAYS lowers the target price for RTL from EUR 33 to EUR 26.50. Equal-Weight. $RTLL (+0,35 %)
- BERENBERG downgrades VESTAS from Buy to Hold and lowers target price from DKK 180 to DKK 120. $VWS (-0,89 %)
Analyst updates, 05.11.
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- ODDO BHF raises the price target for BIONTECH from USD 110 to USD 130. Outperform. $BNTX (+3,4 %)
- BARCLAYS raises the price target for AIRBUS from EUR 161 to EUR 165. Overweight. $AIR (-1,27 %)
- CITIGROUP raises the price target for SCOUT24 from EUR 91 to EUR 94.50. Buy. $G24 (+1,38 %)
- WARBURG RESEARCH raises the price target for REDCARE PHARMACY from EUR 174 to EUR 176. Buy. $RDC (+4 %)
- DEUTSCHE BANK RESEARCH raises the price target for RYANAIR from EUR 17 to EUR 17.50. Hold. $RYA (+0,15 %)
- BERNSTEIN rates EBAY from Market-Perform to Outperform. Target price USD 70. $EBAY (+0,02 %)
- ODDO BHF raises the price target for SALZGITTER from EUR 14 to EUR 15.50. Underperform. $SZG (+1,95 %)
- BARCLAYS raises the target price for COMMERZBANK from EUR 16 to EUR 17. Equal-Weight. $CBK (-1,96 %)
- BARCLAYS raises the target price for MTU from EUR 295 to EUR 340. Equal-Weight. $MTX (-0,2 %)
- MORGAN STANLEY rates LUFTHANSA to Equal-Weight. Target price EUR 7. $LHA (-0,2 %)
- BERENBERG raises the price target for DEUTSCHE KONSUM REIT from EUR 3.50 to EUR 5. Hold.
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- GOLDMAN lowers the price target for MERCEDES-BENZ from EUR 65 to EUR 63. Buy. $MBG (-0,33 %)
- UBS lowers target price for 1&1 from EUR 21.60 to EUR 21. Buy.
- WARBURG RESEARCH lowers the price target for GFT TECHNOLOGIES from EUR 40 to EUR 37.50. Buy. $GFT (+1,34 %)
- HAUCK AUFHÄUSER IB lowers the price target for ECKERT & ZIEGLER from EUR 63.50 to EUR 55. Buy. $EUZ (+3,35 %)
- BARCLAYS lowers the price target for BNP PARIBAS from EUR 90 to EUR 85. Overweight. $BNP (-1,97 %)
- BERENBERG downgrades SCHNEIDER ELECTRIC from Buy to Hold and lowers price target from EUR 261 to EUR 255. $SU (+1,46 %)
- BERENBERG lowers the price target for BEFESA from EUR 41 to EUR 31. Buy. $BFSA (+2,34 %)
Analyst updates, 04.11.
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- BERENBERG raises the target price for SHELL from GBP 31 to GBP 31.50. Buy. | $SHEL (-0,6 %)
- BERENBERG raises the price target for MTU from EUR 270 to EUR 350. Buy. | $MTX (-0,2 %)
- BRYAN GARNIER raises the price target for HELLOFRESH from EUR 8.50 to EUR 10. Neutral. | $HFG (+2,57 %)
- DEUTSCHE BANK RESEARCH raises the price target for SCOUT24 from EUR 84 to EUR 92. Buy. | $G24 (+1,38 %)
- DEUTSCHE BANK RESEARCH raises the price target for SANTANDER from EUR 5.75 to EUR 5.80. Buy. | $SAN (-1,54 %)
- RBC raises the target price for NEXT PLC from GBP 105 to GBP 108. Sector Perform. | $NXT (+0,81 %)
- UBS raises the price target for CHEVRON from USD 192 to USD 194. Buy. | $CVX (+1,05 %)
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- UBS lowers the price target for BERKSHIRE HATHAWAY from USD 806.724 to USD 796.021. Buy. | $BRK.B (+0,23 %)
- CITIGROUP lowers the price target for STMICRO from EUR 36 to EUR 30. Buy. | $STMPA (+6,19 %)
- JPMORGAN lowers the price target for ASM INTERNATIONAL from EUR 806 to EUR 716. Overweight. | $ASM (+3,5 %)
- RBC downgrades CARL ZEISS MEDITEC from Outperform to Sector-Perform and lowers target price from EUR 85 to EUR 70. | $AFX (+0,09 %)
- WARBURG RESEARCH lowers the price target for KION from EUR 65 to EUR 58. Buy. | $KGX (-0,61 %)
- ODDO BHF downgrades JENOPTIK from Neutral to Outperform and lowers target price from EUR 32 to EUR 30. | $JEN (+0,61 %)
- ODDO BHF lowers the price target for AIXTRON from EUR 22 to EUR 21. Outperform. | $AIXA (+4,28 %)
- ODDO BHF lowers the price target for FIELMANN from EUR 45.70 to EUR 44.60. Neutral. | $FIE (+0,4 %)
- HAUCK AUFHÄUSER IB lowers the price target for KNORR-BREMSE from 65.50 EUR to 63.60 EUR. Sell. | $KBX (+0,67 %)
- GOLDMAN downgrades STANDARD CHARTERED to Neutral. Target price GBP 9.37. | $STAN (-0,06 %)
- GOLDMAN lowers the price target for GENERALI from EUR 31.50 to EUR 30.50. Buy. | $G (+1,55 %)
- GOLDMAN lowers the price target for PHILIPS from EUR 35 to EUR 32. Buy. | $PHIA (+0,28 %)
As every Sunday, the news of the last week and the most important dates of the coming week.
The most important dates of the coming week as a video:
https://youtube.com/shorts/XRpmGjw1CJ8?feature=share
Monday:
$G24 (+1,38 %) Scout24 is able to increase its forecast despite the slump in the real estate market. Also due to the acquisition of Sprengnetter (valuation portal), sales can increase by 15%. In a tense market, Scout24 profits above all from marketing and Plus products.
Catastrophic figures from $ENR (+2,1 %) Siemens Energy - Because of the wind power division, an annual loss of EUR 4.5 billion is expected. The main reason is damage to wind turbines. As a consequence, the company wants to part with certain suppliers.
Industrial production in Germany is being cut back more sharply than expected. In June alone, production fell by 1.3% compared with the previous month. Experts had expected a smaller decline.
$TSM (+3,3 %) TSMC is coming to Germany and can expect EUR 5 billion in subsidies. A plant is being built near Dresden, which will be operated jointly with NXP, Infineon and Bosch.
Tuesday:
The trading da#china disappoint. Both exports and imports were below expectations. Year-on-year, exports sank by 14.5% in July. Imports fell by 12.4%. The data are compared in USD. At the same time, however, the renminbi yuan depreciated against the USD.
$SIX2 (+3,58 %) Sixt achieves record earnings, the best quarterly result in the Group's history. Bayer has to take write-downs, as already announced. The loss was slightly lower than expected. RTL has to revise its full-year forecast downward. Fraport becomes more optimistic for the full year.
The excess profits tax from Italy 🇮🇹 is putting pressure on banks throughout Europe today. This is because the Italian government wants to skim off the banks' higher interest income. This is causing uncertainty about similar legislative projects and dragging the sector down.
Wednesday:
$VOE (+1,07 %) Voestalpine with profit slump, however, there was a corresponding expectation. The forecast was confirmed.
Also $EOAN (+0,1 %) eon also confirmed the forecast it had raised in July. The company is said to be continuing on its growth course.
$DHER (+0,66 %) Delivery Hero raises its revenue forecast. Revenue is expected to grow by 15% instead of 10%. In addition, the EBITDA margin is to be at least 0.5%.
#deflation instead of inflation in China 🇨🇳. The new data push the markets in Asia into the red on Wednesday. Prices fell by 0.3% compared to the same month last year. Expected were even 0.4%. Nevertheless, the figures did not go down well, because deflation is, like inflation harmful to the economy.
For the first time in 10 years, deposits at Volksbanks and savings banks have fallen. This is good news, because it means that customers are switching to better-interest alternatives. This also puts Volksbanks and savings banks under pressure to finally allow savers to participate in the higher interest rates.
$WE WeWork stands shortly before the insolvency. The share price is plummeting. The only way out would be fresh money. However, commercial real estate is generally not in demand, so the co-working space business is likely to have a hard time.
Thursday:
Surprisingly good figures from $ALV (+0 %) Allianz, profit exceeded expectations due to fewer natural catastrophes and higher prices.
$HFG (+2,57 %) Hellofresh continues to lose customers, but significantly increases bottom-line profit. The forecast remains unchanged.
$$MUV2 (-0,49 %) Munich Re earns less than expected, but maintains forecast.
Rheinmetall increases sales, but earns less.
Inflation in the USA 🇺🇸 rises again slightly to 3.2%. However, 3.3% was expected, so this data should be received positively by the stock market and also provide further impetus.
Friday:
$CWC (+0,8 %) CEWE benefits from higher travel. More people buy photo books. The last two quarters are the most important for the Group. However, sales already increased by 11 % in the second quarter.
Also $BC8 (+0,85 %) Bechtle can beat expectations. The revenue forecast is reaffirmed. The pre-tax profit of 93.8 million euros was above the expected 90.
These are the most important dates for the coming week:
Monday: 14:00 Consumer Prices (India)
Tuesday: 11:00 ZEW Economic Indicator (DE)
Wednesday: 11:00 GDP figures (EU)
Thursday: 14:30 Manufacturing data (USA)
Friday: 11:00 Inflation data (EURO)
The M-Dax company Scout24
Scout 24 was founded in 1998, is based in Munich and is a digital company listed on the MDax. Among other things, the company operates the well-known website Immoscout24, this is a digital display platform for the real estate market.
On the platform, one can place real estate ads and search for properties. Furthermore, there is also a guidebook, tips and analysis tools for both tenants and landlords. The platform / app records around 20 million visitors per month. At the end of 2019, 425,000 real estate ads were advertised on ImmoScout24.
Immoscout24 offers memberships for brokers, property managers and private sellers. A 14-day private ad for an apartment on the platform costs from €79.90. A commercial advertisement on the other hand starts from 67,00 €. Compared to other portals, the fees are in the top price range.
AutoScout24, FinanceScout24 and Finanzcheck also belonged to Scout24, but these platforms were sold to Hellman & Friedman (USA) for 2.9 billion in spring 2020.
Current share price: €62.86
All-time high August 2020: €77.75
Dividend July 21: 0.82 € / share
Performance 1 year: -6.91
Performance 5 years: +95.24
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No investment recommendation
Source: Scout24, Wikipedia
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗣𝗢𝘀 🔔
Rivian ( $N/A ) - Après l'introduction en bourse d'hier, le fabricant de véhicules électriques a pu dépasser ses attentes. Par rapport au prix d'émission de 78 dollars, l'action s'est négociée à 100,73 dollars à la clôture de la bourse, réalisant ainsi un produit d'émission de 11,9 milliards de dollars US. Rivian représente ainsi la plus grande introduction en bourse de cette année. La valorisation de l'entreprise au prix actuel est de 100 milliards de dollars, ce qui est plus élevé que, par exemple, BMW ( $BMW (-0,32 %) ).
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Date ex-dividende: BP ( $BPE5 (+0,66 %) ), Corning ( $GLW (+1,53 %) ) et Royal Dutch Shell ( $R6C ) .
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈
Aujourd'hui Aareal Bank ( $ARLB ), Bauer AG ( $B5A ), Bechtle AG ( $BC8 (+0,85 %) ), Bilfinger SE ( $GBFU (+1,47 %) ), Bridgestone ( $BGT (-0,68 %) ), Burberry ( $BURBY ), Deutsche EuroShop ( $DEQ (+1,57 %) ), Evotec ( $EVTCY (+6,25 %) ), Fielmann ( $FIE (+0,4 %) ), K+S ( $SDF1 (+1,81 %) ), Leifheit ( $LEI (+5,3 %) ), Merck KGaA ( $MRK (-0,33 %) ), Österreichische Post ( $O3P (+0,75 %) ), Scout24 SE ( $G24 (+1,38 %) ), Siemens ( $SIE (+2,75 %) ), Sixt ( $SIX2 (+3,58 %) ), Suzuki ( $SUK (+0,79 %) ) et Varta AG ( $VAR1 ) présentent leurs chiffres.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
General Electrics ( $GCP (+1,17 %) ) - L'une des plus grandes entreprises des États-Unis a annoncé qu'elle allait se diviser en trois sociétés cotées en bourse. Ces entreprises se concentreront ensuite sur les secteurs de l'aviation, des "health care” et de “l’énergie". Les analystes de Wall Street sont favorables au plan de l'entreprise. Cela pourrait permettre à GE d'échapper aux performances étonnamment faibles de ces deux dernières décennies.
Tesla ( $TL0 (+2,15 %) ) - Le frère d'Elon Musk, Kimbal Musk, a vendu des actions Tesla peu avant le sondage de son frère sur Twitter. Comme indiqué précédemment, Elon Musk a soumis la vente de dix pour cent de ses actions Tesla à un vote via Twitter. La majorité de ses partisans étaient en faveur d'une vente. En conséquence, le cours de l'action Tesla a temporairement chuté à un peu moins de 880 euros. Aujourd'hui, Elon Musk pourrait à nouveau se retrouver confronté à l'autorité de surveillance américaine SEC en raison de ses tweets qui font bouger les marchés. En outre, les formulaires de la SEC accessibles au public révèlent que Kendal Musk, qui est également membre du conseil de surveillance de Tesla, a apparemment vendu ses actions Tesla avant l'enquête. Il a exercé une option d'achat de 25 000 actions Tesla à 74,17 dollars chacune et les a revendues aussitôt pour des prix compris entre 1 223 et 1 236 dollars. Il a ainsi réalisé un bénéfice de 108,8 millions de dollars américains. On ne sait toujours pas s'il était au courant du prochain sondage de son frère sur Twitter.
Merck ( $MRK (-0,33 %) ) - La lutte contre la pandémie de Corona continue sur leur avantage. Mais malgré le boom de Corona, le groupe pharmaceutique et de produits chimiques spéciaux gagne moins et ses actions sont sous pression. Le groupe a dû accepter des pertes au troisième trimestre de l'année. Le bénéfice après impôt a diminué de cinq pour cent par rapport à l'année précédente pour atteindre 764 millions d'euros.
Delivery Hero ( $DHER (+0,66 %) ) - Après une forte croissance au troisième trimestre, Delivery Hero est à nouveau plus optimiste pour l'ensemble de l'année. Les recettes devraient alors se situer entre 6,4 et 6,7 milliards d'euros. La marge ajustée EBITDA/valeur brute des marchandises de moins 2 pour cent reste inchangée. Selon le directeur financier Emmanuel Thomassin, l'accent continuera à être mis sur la croissance durable et à long terme en renforçant la présence sur les marchés clés et la position de leader mondial. Le titre est très populaire auprès des investisseurs aujourd'hui, avec une hausse de 4,25 % par moment, à 116 euros.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Apple ( $APC (+1,19 %) ) - Le PDG du géant technologique a déclaré la veille qu'il détenait personnellement des crypto-monnaies, notamment de l'Ethereum et du Bitcoin. Toutefois, d'après ses déclarations, Apple ne prévoit pas d'investir dans les crypto-monnaies.
Coinbase ( $1QZ (+3,27 %) ) - Hier, les investisseurs de la plus grande plateforme américaine d'échange de crypto ont connu une grande désillusion, car les chiffres trimestriels du troisième trimestre ne pouvaient en aucun cas égaler ceux du deuxième trimestre en termes de bénéfices. Les bénéfices du nouveau venu à la bourse ont chuté de 74,9 % en comparaison trimestrielle. Alors qu'au deuxième trimestre, 1,6 milliard de dollars US ont été gagnés, au troisième trimestre, seulement 406 millions de dollars US ont été gagnés. Toutefois, la situation n'est pas aussi désastreuse que ces chiffres peuvent paraître à première vue. Les chiffres du troisième trimestre ne sont mauvais que si on les compare directement avec les très bons chiffres du deuxième trimestre. Cependant, ceux-ci sont directement liés au battage médiatique de l'introduction en bourse de la société. Si nous examinons le troisième trimestre de 2020, nous constatons que le bénéfice de 2021 a augmenté de 500 % en comparaison. En outre, il convient de noter que les chiffres clés de Coinbase sont logiquement très fortement dépendants des performances du marché cryptographique général.
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