Software Action Forum

Is anyone still unsure whether they should $SOW should sell or still hold? I can't judge how the delisting might affect the share price. 🧐

$SOW anyone else invested in Software AG? There seems to be a takeover bid with a 50% premium.

https://www.deraktionaer.de/artikel/aktien/software-ag-uebernahmehammer-um-kurz-vor-mitternacht-20330766.html?utm_term=Autofeed&utm_medium=social&utm_source=Facebook#Echobox=1682145105

Quarterly figures from 27.10.2022...

Amazon, Apple 📉🔥💥, T-Mobile US , Intel 📈❤️⤵️

In the post earlier today, yes some numbers were announced:

https://app.getquin.com/activity/PkJeFBqydK?lang=de&utm_source=sharing

Let gladly again a Like there, would be very pleased, as the morning posts also a lot of effort. I currently plan these also further expand with links, etc. But I still need some time for that. But now to the numbers from today:

$INTC (+1,54 %)
Intel:

Beats analyst estimates of $0.34 in the third quarter with EPS of $0.59. Revenue of $15.3 billion below expectations of $15.43 billion. Intel with downside guidance for the fourth quarter. Sees EPS of $0.20 (consensus $0.68) and revenue of $14-15 billion (consensus $16.43 billion).

$AMZN (-1,21 %)
Amazon:

Beats analyst estimates of $0.22 in the third quarter with EPS of $0.28. Revenue of $127.1 billion below expectations of $127.76 billion. Amazon with downside guidance for the fourth quarter. Sees revenue of $140-148 billion (consensus $155.37 billion).

$AAPL (+0,49 %)
Apple:

Apple fourth quarter earnings per share of $1.29 beat analyst estimates of $1.26. Revenue of $90.1 billion beat expectations of $88.76 billion. Apple iPhone sales in fourth quarter at $42.6 billion (consensus estimate $43.4 billion, prior year $38.9 billion). Apple Mac revenue in the fourth quarter at $11.5 billion (consensus estimate $9.4 billion, prior year $9.2 billion). Apple wearables revenue in the fourth quarter at $9.7 billion (consensus estimate 9.0 billion, previous year 8.8 billion). Apple iPad revenue in the fourth quarter at $7.2 billion (consensus estimate $7.8 billion, prior year $8.3 billion). Apple service revenue in the fourth quarter at $19.2 billion (consensus estimate $20.4 billion, prior year $18.3 billion).

$TMUS (-0,14 %)
T-Mobile US:

Beat analyst estimates of $0.39 in third quarter with earnings per share of $0.40. Revenue of $19.48 billion below expectations of $20.02 billion.

$S92 (-6,99 %)
SMA Solar:

Raises earnings forecast for current year and now expects Ebitda of 60-75 million euros ahead of 10-60 million previously.

Reasons for the forecast increase are the continued high order intake and a gradually improving supply of electronic components. In addition, a special effect in the lower double-digit million euro range from a real estate sale had a positive impact on earnings in the third quarter. (Had just sold at 62€)

$WDC (+0,79 %)
Western Digital:

Missed analyst estimates of $0.41 in the first quarter with earnings per share of $0.20. Revenue of $3.74 billion exceeded expectations of $3.64 billion.

$MA (-0,61 %)
MasterCard:

Third-quarter earnings per share of $2.68 beat analyst estimates of $2.57. Revenue of $5.8 billion exceeded expectations of $5.65 billion.

$TTE (+1,78 %)
TotalEnergies SE:

Missed analyst estimates of $3.99 in the third quarter with earnings per share of $3.83. Revenue of $64.92 billion below expectations of $79.43 billion.

$TROW (+0,63 %)
T. Rowe Price Group Inc:

Third-quarter earnings per share of $1.86 beat analyst estimates of $1.85. Revenue of $1.59 billion exceeded expectations of $1.55 billion.

$MO (-0,08 %)
Altria Group Inc:

Missed analyst estimates of $1.30 in the third quarter with earnings per share of $1.28. Revenue of $6.55 billion exceeded expectations of $5.6 billion.

$CMCSA (-1,85 %)
Comcast Corp. Class A:

Third-quarter earnings per share of $0.96 beat analyst estimates of $0.90. Revenue of $29.85 billion exceeded expectations of $29.75 billion.

$MCD (+0,48 %)
McDonald's Corp:

Surpassed analyst estimates of $2.59 in third-quarter earnings per share of $2.68. Revenue of $5.87 billion exceeded expectations of $5.72 billion.

$SWK (-0,5 %)
Stanley Black & Decker Inc:

Third-quarter earnings per share of $0.76 beat analyst estimates of $0.72. Revenue of $4.1 billion exceeded expectations of $4 billion.

$CAT (+0,41 %)
Caterpillar Inc:

Beats analyst estimates of $3.17 in the third quarter with earnings per share of $3.95. Revenue of $15 billion beats expectations of $14.15 billion.

$MRK (-0,32 %)
Merck & Co. Inc:

Beats analyst estimates of $1.75 in the third quarter with earnings per share of $1.85. Revenue of $15 billion beats expectations of $14.07 billion. Merck & Co raises outlook to 2022 and sees revenue at $58.5 billion to $59.0 billion (previously: $57.5 billion to $58.5 billion) and adjusted earnings per share at $7.32 to $7.37 (previously: $7.25 to $7.35).

$LIN
Linde:

Reports Q3 sales of $8.8 billion (PY: $7.68 billion, analyst forecast: $8.34 billion), operating profit of $1.6 billion (PY: $1.3 billion) and adjusted net profit of $1.55 billion (PY: $1.42 billion, forecast: $1.47 billion). In the 2022 outlook, Linde expects adjusted earnings per share of $11.93 to $12.03 (previous: $11.73 to $11.93).

$BEI (+0,14 %)
Beiersdorf:

Posts Q1-3 sales of €6.7 billion (organic +11.1%), Consumer business segment sales growth to €5.4 billion (organic +11.7%), organic growth across all brands: NIVEA +10.8%, Derma +25.3%, La Prairie +5.5%, Healthcare +12.8%; the tesa business segment achieved sales of €1.3 billion, organic +8.3%. Beiersdorf expects organic sales growth for tesa of between 7% and 9% for the full year 2022. The operating EBIT margin of the current business excluding special items is expected to be only slightly below the previous year, despite high raw material and transport costs.

$KU2
KUKA:

Achieves Q1-3 order intake of €3.68 billion (PY: €2.69 billion), sales of €2.76 billion (PY: €2.35 billion), Ebit of €80.9 million (PY: €45.5 million), Ebitda of €174.3 million (PY: €137.2 million) and profit after tax of €66.7 million (PY: €29.8 million). KUKA is adjusting its guidance for the financial year 2022. Orders received will exceed €3.9 billion (more than 10% above the previous year's figure). Sales will be above €3.6 billion (more than 10% above the previous year's figure). The EBIT margin guidance is substantiated and will be around 3.0%.

$ULVR (-0,11 %)
Unilever:

Raises its sales guidance again. Organic growth of more than 8% is now expected for the full year (previously: 4.5 to 6.5%).

$MTX (+0,66 %)
MTU:

Reports Q3 revenues of €1.349 billion (PY: €1.004 billion, analyst forecast: €1.315 billion), Ebit (adjusted) of €158 million (PY: €117 million, forecast: €153 million), Ebit margin of 11.7% (PY: 11.7%, forecast: 11.6%) and net profit (adjusted) of €113 million (PY: €85 million, forecast: €111 million). In its outlook for 2022, the company now expects revenue of €5.4 to €5.5 billion (forecast: €5.282 billion) and an increase in EBIT (adjusted) in the low 30 percent range.

$HFG (-2,87 %)
HelloFresh:

Achieves Q3 revenues of €1.86 billion (PY: €1.42 billion, analyst forecast: €1.8 billion), Ebitda (adjusted) of €71.8 million (PY: €79.8 million, analyst forecast: €75.6 million) and Ebitda margin (adjusted) of 3.9% (PY: 5.6%). The number of active customers was reported at 7.51 million (previous year: 6.94 million, forecast: 7.5 million), the number of orders at 29.03 million (previous year: 27.59 million).

$NEM (-0,2 %)
Nemetschek:

Achieves Q3 revenues of €202.8 million (PY: €169.3 million, analyst forecast: €199 million), Ebitda of €62.9 million (PY: €54.4 million, forecast: €62 million), Ebitda margin of 31.0% (PY: 32.1%, forecast: 31.1%) and net profit of €38.8 million (PY: €34.2 million, forecast: €36.4 million). Outlook for 2022 confirmed.

$KGX (-0,13 %)
KION:

Achieves revenue of €8.24 million in 1Q to 3Q. Quarter: revenue of €8.24 billion (PY: €7.5 billion, analyst forecast: €8.1 billion), order backlog of €7.7 billion (end of 2021: €6.66 billion), EBIT margin of 2.6% (PY: 9.2%, forecast: 2.3%), Ebit (adjusted) of €210.6 million (PY: €691.1 million, forecast: €189 million) and net profit of €66.9 million (PY: €430.8 million, forecast: €35 million). Kion intends to withdraw completely from Russian business. Outlook confirmed.

$LHA (+1,02 %)
Lufthansa:

Reports Q3 revenue of €10.06 billion (PY: €5.20 billion, preliminary: €10.1 billion), Ebit (adjusted) of €1.132 billion (PY: €251 million), adjusted free cash flow of €410 billion (PY: €43 million, preliminary: €400 million) and net profit of €809 million (PY: -72 million). In the outlook, the company sees itself on track to achieve medium-term targets for 2024.

$SOW
Software AG:

Posts Q3 revenue of €221.4 million (PY: €198 million, analyst forecast: €225 million), Ebita margin of 16.6% (PY: 16.8%, forecast: 13.9%), Ebita (adjusted, organic) of €35.3 million (PY: €33.3 million, forecast: €31.3 million) and net loss of €10.8 million (PY: €16.3 million). Outlook for 2022 confirmed.

$WCH (+1,93 %)
Wacker Chemie:

Achieves Q3 sales of €2.13 billion (€1.66 billion, analyst forecast: €2.13 billion), Ebitda of €457 million (PY: €449.6 million, forecast: €499.3 million) and net profit of €258.9 million (PY: €264.5 million, forecast: €291.1 million). In its outlook for 2022, the company now expects Ebitda in the range of €2.1 to €2.3 billion (previous: €1.8 to €2.3 billion) and revenues unchanged in the range of €8.0 to €8.5 billion.

$AIXA (+1,51 %)
Aixtron:

Achieves Q3 revenues of €88.9 million (PY: €130.8 million, analyst forecast: €127.7 million), order intake of €142.8 million (PY: €114.2 million), EBIT of €16.2 million (PY: €36.2 million, forecast: €30.8 million) and net income of €19.1 million (PY: €31.4 million). In the outlook for 2022, Aixtron raises its order intake guidance from €540 to €600 million (previously: €520 to €580 million).

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#intel
#tmobile
#unilever
#lufthansa
#hellofresh
#linde
#quartalszahlen
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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗡𝗲𝘂𝗲 𝗩𝗶𝗿𝘂𝘀𝘃𝗮𝗿𝗶𝗮𝗻𝘁𝗲 / 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗔𝗚-𝗩𝗲𝗿𝗸𝗮𝘂𝗳 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗯𝗲𝘀𝘀𝗲𝗿 𝗮𝗹𝘀 𝗣𝗮𝘆𝗣𝗮𝗹

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Assurant Inc. ($AIZ (-0,99 %)), Atmos Energy Corp ($ATO (-0,96 %)), Lumen Technologies ($LUMN (-2,5 %)), Lyondell ($LYB (-1,81 %)), Northrop Grumman ($NOC (-2,39 %)), The Scotts Miracle-Gro Company ($SMG (+3,33 %)) and Valvoline ($VVV (+0,74 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Pinduoduo ($PDD (-2,09 %)) presents its figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Lufthansa ($LHA (+1,02 %)) - Despite a newly discovered virus variant in South Africa, Germany's Lufthansa is maintaining flight connections to the virus variant area for the time being. The situation is being intensively monitored and all legal requirements and rules are being adhered to, a Lufthansa spokesman said. Due to the upgrading of the country to a virus variant area, airlines are only allowed to carry German citizens to Germany. The share slipped 13.39 percent to 5.37 euros in the meantime.

Software AG ($SOW) - Software AG is apparently looking into a possible sale. The software company had hardly grown in recent years and is now undergoing a far-reaching restructuring. The company is trying to change its business model to the subscription model that is common in the industry. A sale would also only come about if the foundation set up by the company's founder Peter Schnell, which holds more than 30 percent of the company, agrees to it. In the meantime, the share price rose by 7 percent to 38.19 euros.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC (-1,28 %)) - Bitcoin overtakes PayPal ($PYPL (-0,92 %)) and is already processing more volume by dollar value. Now Mastercard is being targeted. According to a report by Blockdata, the Bitcoin network processed about $489 billion per quarter in 2021, which is 187 billion more than PayPal's revenue. Mastercard could be overtaken as early as 2026, according to the report, if the total number of transactions, the average amount of Bitcoin sent per transaction, and Bitcoin's price growth continue to rise as they have.

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