+ 300 Eur dividend, loss -15 %

Datagroup has received an extensive order from Degussa Goldhandel. The company will provide central IT services as part of Degussa's international expansion. The agreement covers both on-premise services and cloud services, including server operation, storage, backup and virtualization.

Datagroup also provides first level support and takes care of hardware installation at several European locations. The scope of services also includes client and server management via Microsoft Intune as well as modern workplace solutions with Microsoft 365. Azure services and Power BI are also used. Datagroup supports a total of around 250 users as part of the new partnership

Baader Bank criticizes KKR offer for Datagroup

There has recently been news about the takeover bid: KKR wants to pay more for the shares of Datagroup SE - but only if the acceptance rate is high. With an acceptance rate of at least 80 percent, but below 90 percent, the price offered by KKR via Dante Beteiligungen SE would rise to 56.50 euros. If the 90 percent mark is reached, 58.00 euros per Datagroup share will be paid. If the acceptance rate remains below 80 percent, the current offer of 54.00 euros will be maintained.

The calculation of the thresholds is based on 8,349,000 outstanding Datagroup shares. The bidder currently holds around 59.4 percent. KKR has ruled out a further price adjustment for the Datagroup share.

The analysts at Baader Bank continue to regard the bid as far too low. They see the target price for Datagroup shares at 80 euros and recommend the stock as a buy.

$D6H (+0 %) Hi, are there any good reasons to still hold Datagroup shares?

$D6H (+0 %)

https://www.boerse.de/nachrichten/EQS-Adhoc-DATAGROUP-schliesst-eine-Investorenvereinbarung-mit-und-unterstuetzt-oeffentliches-Erwerbsangebot-von-KKR-zu-einem-Preis-von-EUR-54-00-in-bar-pro-Aktie/37287585

$D6H (+0 %) transferred dividends today. Has not yet been recorded in Getquin.

Only moved sideways for 3 years. Also still $DHL (-0,37 %) sold. But 10x $DB1 (+1,01 %) bought and another 125x $1810 (+0,8 %) ✅

Hello, what do you think of the German share $D6H (+0 %) - currently strongly undervalued according to Aktienfinder:

https://aktienfinder.net/aktien-profil/Datagroup-Aktie

TradingView forecast quite good:

https://de.tradingview.com/symbols/GETTEX-D6H/forecast/

Net profit is increasing steadily, but slowly:

https://tools.morningstar.de/de/stockreport/default.aspx?tab=10&vw=is&SecurityToken=0P0000EMU7%5D3%5D0%5DE0EXG%24XFRA&Id=0P0000EMU7&ClientFund=0&CurrencyId=EUR

Away from the US tech bubble:

Datagroup focuses on multi-cloud solutions with full-service offerings in cybersecurity + AI and has already acquired quite a few companies.

I'd be interested to hear what you think of the share :)

21.11.2024

Nvidia continues to grow explosively thanks to AI boom + DATAGROUP with preliminary figures TOP + Novartis aims for slightly stronger growth in the medium term

The AI boom is a boon for the chip group Nvidia $NVDA (+0,19 %) has become a goldmine - and the business is getting bigger and bigger. In the last quarter, turnover shot up by 94 percent year-on-year to 35.1 billion dollars (33.3 billion euros). Profit more than doubled to 19.3 billion dollars. At the same time, investors had hoped for an even better forecast for the current quarter. The shares of the world's most valuable company, with a market capitalization of around 3.5 trillion dollars, fell by 2.5 percent in US after-hours trading. The AI boom has become a goldmine for the chip company Nvidia - and the business is getting bigger and bigger. In the past quarter, turnover shot up by 94 percent year-on-year to 35.1 billion dollars (33.3 billion euros). Profit more than doubled to 19.3 billion dollars. At the same time, investors had hoped for an even better forecast for the current quarter. The shares of the world's most valuable company, with a market capitalization of around 3.5 trillion dollars, fell by 2.5 percent in US after-hours trading. The next chip generation is on its way!

DATAGROUP $D6H (+0 %) reaches the upper end of guidance according to preliminary figures for FY 2023/2024

• Total revenue in FY 2023/2024 up 6.0 % to EUR 527.6m
• Continued strong development in CORBOX core business
• Continued increase in quarterly sales: sales in the fourth quarter of 2023/2024 up 14.8% on the previous year, organic growth of around 8.0
• EBIT in the 2023/2024 financial year also at the upper end of the forecast at EUR 45.8 million
• EBIT margin at 8.7% as planned, characterized by investments in future technologies
• Comprehensive package adopted to increase shareholder value

The Swiss pharmaceutical group Novartis $NOVN (+0,29 %) expects slightly more growth in the medium term than before following its reorganization. In the period from 2023 to 2028, Group sales are expected to increase by an average of 6 percent annually instead of the previously targeted 5 percent, the company announced on Thursday at an investor day. With the new forecast, the Group's top management led by CEO Vasant Narasimhan is relying on the strong growth momentum of the brands already on the market, among other things. Together, these have the potential to bring in more than 3 to more than 8 billion US dollars per year at peak times. In addition, the Group is about to submit marketing authorization applications for more than 15 additional drugs. The Basel-based company also points to a well-filled research pipeline with more than 30 drugs in testing, which should enable sales growth in the mid-single-digit range even after 2029. Meanwhile, Novartis is still aiming for an adjusted operating margin of more than 40 percent by 2027. The Swiss pharmaceutical giant has now transformed itself into a company specializing purely in innovative medicines. The focus is on the four therapeutic areas of cardiovascular, renal and metabolic diseases, immunology, neurology and oncology

Thursday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Microsoft USD 0.83

Vodafone Group USD 0.02

Applied Materials USD 0.40

Quarterly figures / company dates USA / Asia

12:30 PDD Holdings quarterly figures

14:00 GE Healthcare Technologies Investor Day

No time specified: Intuit | Gap | Deere & Co quarterly figures | ResMed AGM

Quarterly figures / Company dates Europe

07:00 Julius Baer Group 10 months results

07:30 CTS Eventim quarterly figures

08:00 DFV Deutsche Familienversicherung AG Quarterly figures

Economic data

• 08:00 DE: Insolvencies
• 08:45 FR: Business Climate Index November PROGNOSIS: 97 previous: 97
• 12:00 TR: Turkish Central Bank, outcome of the Monetary Policy Council meeting Key interest rate FORECAST: n/a previously: 50.00%
• 14:30 US: Initial jobless claims (week) FORECAST: 220,000 Previous: 217,000
• 14:30 US: Philadelphia Fed Index November PROJECTED: 8.2 PREVIOUS: 10.3
• 16:00 US: Leading Indicators Index October FORECAST: -0.4% yoy previous: -0.5% yoy
• 16:00 US: Existing Home Sales October FORECAST: +2.9% yoy previous: -1.0% yoy
• 16:00 EU: Eurozone Consumer Confidence Index (flash estimate) November FORECAST: -12.1 previous: -12.5

Small additional purchase👌 Not seen such a price for Datagroup for a long time. Position full for now with 40 shares. The next step will be $YSN (-0,43 %) buy more.

Wanted to share my portfolio with you. Been investing since May 2020. 25 years old, full-time job and I buy and sell cars from time to time. Have a mix of growth stocks and dividend stocks. This year I will invest more outside the US to reduce the US share a bit. I will mainly $D6H (+0 %)
$YSN (-0,43 %) buy more. New additions will be: $WKL (-0,29 %)
$1913 (+0,06 %)
$CNQ (+0 %) After all the purchases have been made, I will increase all positions below 1k.

New in my savings plan