Commerzbank

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ISIN: DE000CBK1001

Ticker: CBK

DE000CBK1001

CBK

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Raphael Steil

@TheRealRapha

1Sem.·

UniCredit - hit record revenues & increases payout to 50%

We do not speak very often about the Italian lender $UCG (-0,29 %)) here, but they published strong results yesterday. Very little details on $CBK (-0,9 %) but more to come at the Q1'25 results as it seems.

Strong Q4: UniCredit beat expectations with a €1.97B profit and €6B revenue.
No Slowdown: CEO Andrea Orcel aims for faster growth despite competition.
Big Goals: Targeting €10B annual profit by 2027, offsetting lower interest income with higher fees.
Shareholder Rewards: Payouts rise to 50% of net profit in 2025, with buybacks remaining key. Overall dividend yield stands at 5.8%.

Who has UniCredit in their portfolio, or thinks it is interesting for the future?

2 Commentaires

ThemenmitKopf@topicswithhead

1Sem.

I read through the slides yesterday because of the interest in Commerzbank and didn't realize that things were going so well for them. Definitely interesting what they are doing at Unicredit. Apparently there are a few good banks in Europe after all.

•

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Techaktien

@Techaktien

1Sem.·

DAX 22,000 🇩🇪👑🤑📈

DAX reaches new all-time high again 🇩🇪📈💶👑. The left, trade unions and Wahra Sagenknecht would say that the stock market is a casino and a game of chance. Some people just always want to be wrong. Samsung Galaxy Watch 7 Which German shares do you have and how have they performed? #dax
#dax40
$LYY7 (-0,59 %)
$SIE (-0,45 %)
$ALV (-0,14 %)
$SAP (-1,87 %)
$VOW (-0,15 %)
$BMW (-0,12 %)
$P911 (+0,35 %)
$RHM (-1,89 %)
$ENR (-4,27 %)
$AIR (-3,2 %)
$DTE (+0,67 %)
$DBK (+0,12 %)
$DHL (+0,55 %)
$CBK (-0,9 %)
$MBG (-1,31 %)
$PAH3 (+0,48 %)

12 Commentaires

JaWin@FinanzielleFreiheit25

1Sem.

Telekom with almost 75% 📈

•

Aktien Stammtisch

@Aktien_Stammtisch

2Mo·

Analsyst updates, 06.12.

⬆️⬆️⬆️

BERNSTEIN raises the price target for SIEMENS from EUR 220 to EUR 227. Outperform. $SIE (-0,45 %)
JPMORGAN raises the target price for SIEMENS ENERGY from EUR 38.70 to EUR 44. Neutral. $ENR (-4,27 %)
JEFFERIES upgrades BMW from Hold to Buy and raises target price from EUR 80 to EUR 85. $BMW (-0,12 %)
ODDO BHF raises the price target for AURUBIS from EUR 70 to EUR 76. Neutral. $NDA (-3,06 %)
UBS raises target price for AUTO1 from EUR 9.80 to EUR 20.50. Buy. $AG1 (+0,69 %)
UBS raises the target price for NORDEA from SEK 144 to SEK 145. Buy. $NDA FI (+0,99 %)
DEUTSCHE BANK RESEARCH raises the price target for FREENET from EUR 34 to EUR 36. Buy. $FNTN (+0,91 %)
DEUTSCHE BANK RESEARCH raises the target price for DS SMITH from GBP 4 to GBP 5.80. Hold. $SMDS
JPMORGAN raises the price target for THYSSENKRUPP from EUR 3.80 to EUR 4.10. Neutral. $TKA (+0,54 %)
JPMORGAN raises the target price for SALZGITTER from EUR 11.50 to EUR 14.10. Underweight. $SZG (-3,59 %)
JPMORGAN raises the price target for SCHNEIDER ELECTRIC from EUR 270 to EUR 275. Overweight. $SU (+0,5 %)
JPMORGAN raises the price target for KNORR-BREMSE from EUR 88 to EUR 92. Overweight. $KBX (+0,71 %)
MORGAN STANLEY upgrades HANNOVER RÜCK to Overweight. Target price EUR 292. $HNR1 (-0,02 %)
JPMORGAN raises the target price for COMMERZBANK from EUR 18.40 to EUR 19.50. Overweight. $CBK (-0,9 %)

⬇️⬇️⬇️

GOLDMAN lowers the price target for LVMH from EUR 770 to EUR 720. Buy. $MC (+0,4 %)
MORGAN STANLEY downgrades MUNICH RE to Equal-Weight. Target price 523 EUR. $MUV2 (-0,6 %)
JEFFERIES downgrades MERCEDES-BENZ from Buy to Hold and lowers target price from EUR 73 to EUR 60. $MBG (-1,31 %)
ODDO BHF lowers the price target for DELIVERY HERO from EUR 43 to EUR 38. Neutral. $DHER (-3,81 %)
WARBURG RESEARCH lowers the price target for COMPUGROUP from EUR 31 to EUR 24.50. Buy. $COP (-0,63 %)
JPMORGAN lowers the price target for VESTAS from DKK 143 to DKK 123. Neutral. $VWS (-1,47 %)
JPMORGAN lowers the price target for KION from EUR 44 to EUR 43. Overweight. $KGX (-0,36 %)
MORGAN STANLEY downgrades ORSTED to Equal-Weight. Target price DKK 480. $ORSTED (-1,82 %)

Dussel Duck 🍎🍏🥂

@DusselDuck

2Mo·

Dax dividends fall

In 2025, the 40 DAX companies will be paying out seven percent less than last year, according to a forecast by Handelsblatt. Car manufacturer shareholders will be hit particularly hard.

Many DAX shareholders will have to adjust to lower dividends for the current financial year: According to a forecast by Handelsblatt, the 40 Dax-listed companies will pay out a combined €48.5 billion next spring. That would be seven percent less than in the previous year.

At the same time, 22 companies are likely to further increase their payouts and eight will reduce their dividends. But overall, there will be a decline for the first time since the outbreak of the pandemic. This is mainly due to the car manufacturers, where the dividend total is likely to fall by almost 35% to around ten billion euros. This is due to falling profits at VW $VOW (-0,15 %) , BMW $BMW (-0,12 %) and Mercedes $MBG (-1,31 %) due to poor sales figures in Europe and especially in the former boom country China.

In contrast, the sporting goods manufacturer Adidas $ADS (-0,81 %) , the Deutsche Telekom
$DTE (+0,67 %) and the arms manufacturer Rheinmetall $RHM (-1,89 %) are increasing their dividends particularly sharply. This also applies to Deutsche Bank
$DBK (+0,12 %) and Commerzbank $CBK (-0,9 %) and the insurers Allianz $ALV (-0,14 %) , Munich Re
$MUV2 (-0,6 %) and Hannover Re
$HNR1 (-0,02 %) . The healthcare group Fresenius $FRE (+0,18 %) has not distributed anything for 2023, but is now planning a dividend again.

Commerzbank analyst Andreas Hürkamp sees a rotation: "In 2011, the automotive sector replaced utilities as the sector with the highest dividends. Now it is becoming apparent that after 14 years, insurers will be the new number one dividend payers in the DAX."

Handelsblatt

5 Commentaires

Iwas M.@SSIT

2Mo

The DAX simply consists of at least 2/3 junk stocks. In Germany, I would always go for individual stocks and not for a DAX/MDAX/SDAX ETF.

•

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Aktien Stammtisch

@Aktien_Stammtisch

2Mo·

⬆️⬆️⬆️

- GOLDMAN raises the price target for DELL from USD 155 to USD 165. Buy. $DELL (-1,59 %)

- GOLDMAN raises the price target for ANALOG DEVICES from USD 247 to USD 261. Buy. $ADI (-0,67 %)

- GOLDMAN raises the price target for HP INC from USD 35 to USD 38. Neutral. $HPQ (-0,12 %)

- WARBURG RESEARCH raises the price target for VONOVIA from EUR 40.20 to EUR 42.30. Buy. $VNA (+0,26 %)

- WARBURG RESEARCH upgrades STRATEC from Hold to Buy. Target price 40 EUR. $SBS4

- DEUTSCHE BANK RESEARCH raises the price target for DEUTSCHE BÖRSE from EUR 235 to EUR 237. Buy. $DB1 (-0,57 %)

- MORGAN STANLEY raises the target price for DEUTSCHE TELEKOM from EUR 33 to EUR 38. Overweight. $DTE (+0,67 %)

- GOLDMAN raises the price target for TRATON from EUR 31.80 to EUR 35.50. Neutral. $8TRA (-0,07 %)

- GOLDMAN raises the price target for BRENNTAG from EUR 94 to EUR 95. Buy. $BNR (+0,43 %)

- BERENBERG upgrades EQUINOR from Hold to Buy and raises target price from NOK 290 to NOK 325. $EQNR (-0,16 %)

- JPMORGAN raises the target price for BEIERSDORF from EUR 150 to EUR 160. Overweight. $BEI (+0,37 %)

- JPMORGAN upgrades HENKEL from Neutral to Overweight and raises target price from EUR 82 to EUR 100. $HEN (-0,41 %)

- JPMORGAN upgrades BRITISH AMERICAN TOBACCO to Neutral. $BATS (-1,84 %)

- JPMORGAN raises the price target for EON from EUR 15.50 to EUR 16. Overweight. $EOAN (+0,41 %)

- JPMORGAN raises the target price for AUTO1 from EUR 12.10 to EUR 17.10. Overweight. $AG1 (+0,69 %)

⬇️⬇️⬇️

- STIFEL lowers the price target for SIEMENS from EUR 207 to EUR 202. Buy. $SIE (-0,45 %)

- JPMORGAN lowers the price target for HP INC from USD 41 to USD 40. Overweight. $HPQ (-0,12 %)

- WARBURG RESEARCH lowers the price target for LANXESS from EUR 40 to EUR 37. Buy. $LXS (+0,14 %)

- CITIGROUP lowers the price target for BASF from EUR 49 to EUR 46. Neutral. $BAS (+1,69 %)

- RBC lowers the target price for COMMERZBANK from EUR 18 to EUR 17.25. Sector Perform. $CBK (-0,9 %)

- RBC lowers the target price for ING from EUR 17.50 to EUR 16.75. Sector-Perform. $ING (-0,3 %)

- RBC lowers the price target for BNP PARIBAS from EUR 79 to EUR 78. Outperform. $BNP (+0,41 %)

- JPMORGAN lowers the price target for ELRINGKLINGER from EUR 6.70 to EUR 6. Neutral. $ELLRY (-6,67 %)

- JPMORGAN lowers the price target for SYMRISE from EUR 130 to EUR 120. Overweight. $SY1 (+0,2 %)

Schöbi

@schoebi

3Mo·

I just found it on my old iPhone 4 😅

At the time, there were many issues that led to this loss. Debt crisis in the EU, takeover of Dresdner Bank in 2008... and much more.

The combination of internal problems and external crises meant that the stock was one of the worst performers in the DAX at times and lost a lot of value.

$CBK (-0,9 %)
#historie

21 Commentaires

Marcel@Mcl1991

3Mo

And now work out how much return you would have made if you had bought Apple shares with that money instead of the iPhone 4
👁️🫦👁️

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Aktien Stammtisch

@Aktien_Stammtisch

3Mo·

⬆️⬆️⬆️

- DEUTSCHE BANK RESEARCH raises its price target for BMW from EUR 90 to EUR 95. Buy. $DBK (+0,12 %)

- BERNSTEIN raises the price target for QUALCOMM from USD 200 to USD 215. Outperform. $QCOM (-4,11 %)

- UBS raises the price target for LYFT from USD 13 to USD 18. Neutral. $LYFT (-2,42 %)

- BARCLAYS raises the price target for SIEMENS HEALTH from EUR 60.50 to EUR 62.50. Overweight. $SHL (+0,45 %)

- WARBURG RESEARCH raises the price target for KONTRON from EUR 28 to EUR 28.40. Buy. $KTN (-1,29 %)

- UBS upgrades KINGSPAN GROUP from Neutral to Buy. Target price 90 EUR. $KRX (+12,9 %)

- WARBURG RESEARCH raises the price target for ZEAL NETWORK from EUR 59 to EUR 64. Buy. $TIMA (-1,47 %)

- GOLDMAN raises the price target for VONOVIA from EUR 42.70 to EUR 43.70. Buy. $VNA (+0,26 %)

- BARCLAYS raises the price target for AHOLD DELHAIZE from EUR 30 to EUR 31. Equal-Weight. $AD (+0,12 %)

- BARCLAYS raises the target price for FMC from EUR 38.50 to EUR 39. Equal-Weight. $FMC (+0,25 %)

- JPMORGAN raises the target price for COMMERZBANK from EUR 18 to EUR 18.40. Overweight. $CBK (-0,9 %)

- JPMORGAN raises the target price for PUMA SE from EUR 40 to EUR 44. Neutral. $PUM (+1,1 %)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 13.96 to GBP 14.15. Overweight. $TKWY (+0,67 %)

⬇️⬇️⬇️

- JEFFERIES downgrades PALANTIR from Hold to Underperform. Target price USD 28. $PLTR (-3,33 %)

- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1100 to DKK 1000. Buy. $NOVO B (+5,32 %)

- RBC lowers the price target for NIKE from 82 USD to 80 USD. Sector Perform. $NKE (-0,48 %)

- ODDO BHF downgrades ASM INTERNATIONAL to Outperform. Target price EUR 960. $ASM (-0,78 %)

- KEPLER CHEUVREUX downgrades HENSOLDT from Buy to Hold. Target price EUR 34. $HAG (+0,92 %)

- DEUTSCHE BANK RESEARCH lowers the price target for ZALANDO from EUR 40 to EUR 36. Buy. $ZAL (-1,25 %)

- DEUTSCHE BANK RESEARCH lowers the price target for VESTAS from DKK 165 to DKK 150. Hold. $VWS (-1,47 %)

- BOFA downgrades SIEMENS ENERGY from Buy to Neutral. Target price EUR 40. $ENR (-4,27 %)

- METZLER lowers the price target for VONOVIA from EUR 28.50 to EUR 28. Sell. $VNA (+0,26 %)

- BARCLAYS lowers the price target for TEAMVIEWER from EUR 18 to EUR 15.50. Overweight. $TMV (+1,21 %)

- WARBURG RESEARCH lowers the price target for KLÖCKNER & CO from EUR 6 to EUR 5.70. Buy. $KCOB

- HAUCK AUFHÄUSER IB lowers the target price for NORMA GROUP from EUR 32 to EUR 27. Buy. $NOEJ (-2,91 %)

- WARBURG downgrades EDAG ENGINEERING from Buy to Hold and lowers target price from EUR 13 to EUR 9.50. $ED4 (-0,59 %)

- LBBW lowers the price target for ALLGEIER from EUR 24 to EUR 20. Buy. $AEIA

- BARCLAYS lowers the price target for HENKEL from EUR 79 to EUR 77. Equal-Weight. $HEN (-0,41 %)

- BERENBERG lowers the price target for KRONES from EUR 157 to EUR 154. Buy. $KRN (+0,97 %)

2 Commentaires

market_maverick_496/laily M.@masoudahg1

3Mo

@masoudahg1 $TSLA $NVDA $COIN #crypto #dividends $PYPL $IUIT $LYFT $QCOM $SHL $DBK $DBK $DBK $HSBC $BANK $COSMO.E $KTN $EURO $EURO $BTC $ETH $BUSDET $KRX $TIMA $AD $n/a $MNY #btc #ethereum #web3 $WEB $539692 $LUNA $PLTR $CBK $O $INCOME $ASML $MSFT $AAPL $MBLOX $FMC $PUM $BNB $TRX $GOLD $n/a $NOVO $ASX $ASM $NKE $HAJ $ZAL $AOL $FIRSTFIN $NOODLE $ENR $VWS $HAG $ENR $KOB $n/a $IBKR $ZRX $603823 $KNOB $NOE $CRYPTO $KRN $HEN $TMV $PHST

•

Aktien Stammtisch

@Aktien_Stammtisch

3Mo·

Novo Nordisk Q3 24 Earnings: $NOVO B (+5,32 %)

- Sales DKK71.31B (est DKK72.44B)

- GLP-1 Sales DKK34.94B (est DKK39.24B)

- Ozempic Sales DKK29.80B (est DKK31.32B)

- Wegovy Sales DKK17.30B (est DKK15.63B)

- Sees FY OP Profit At Constant FX +21% To +27% (est +26.2%)

BMW Q3 24 Earnings: $BMW (-0,12 %)

- EBIT EU1.70B (est EU1.66B)

- Sales EU32.41B (est EU33.87B)

- EBIT Margin 2.3%, Est. 2.87%

- EBIT Margin 6% To 7%, Est. 6.94%

Henkel AG Q3 24 Earnings: $HEN (-0,41 %)

- Sales Eu5.49B, Est. Eu5.62B

- Organic Sales +3.3%, Est. +2.88%

- Still Sees FY Adj EBIT Margin 13.5% To 14.5%, Est. 14.2%

UniCredit Q3 24 Earnings: $NBLB-R-B

- Net Profit Eur 2.51 Bln (est Eur 2.27 Bln)

- Total Revenue Eur 6.14 Bln (est Eur 5.93 Bln)

- Net Interest Eur 3.56 Bln (est Eur 3.49 Bln)

- Net Commissions Eur 1.94 Bln (est Eur 1.95 Bln)

- Net Loans Writedown Eur 165 Mln (est Eur 187 Mln)

- Ups 2024 Net Revenue Guidance To Around Eur 24 Bln

- Ups 2024 Net Profit Guidance To Above Eur 9 Bln

- Provision For Distribution In 9m Of Eur 7.7 Bln, Or 100% Of Net Income

- Interim 2024 Cash Dividend Of About Eur 1.4 Bln

Commerzbank AG Q3 24 Earnings: $CBK (-0,9 %)

- Improves FY Outlook – Results After Nine Months Ahead Of Plan

- Outlook For Full Year: Net Result Target Of Around Eur 2.4bn Confirmed

- Remains Committed To Its Capital Return Plans And Planned Share Buybacks

- After First Nine Months Of Year, Commerzbank Confirms Its Profit Target For Full Year 2024

- Based On Strong Results Of Q3, Bank Is Raising Its Forecast For Net Interest Income From Around Eur 8.1bn To Around Eur 8.2bn For Full Year

- Net Commission Income Also Developed Better Than Planned: Bank Now Anticipates That Net Commission Income Will Exceed Previous Year's Figure By More Than 5%.

- Assumes Revenues Totalling Eur 10.9bn

- Anticipates A Cet1 Ratio Of Around 15%

Evonik Industries AG Q3 Earnings: $EVK (+1,07 %)

- Adjusted Ebitda Up 19% At Eur 577 Mln

- Group Sales Up By 2% At Eur 3.83 Bln

- Free Cash Flow Down To Eur 357 Mln From Eur 469 Mln Y-O-Y

- At Eur 701 Mln Total Free Cash Flow As Of September 30 Was Eur 415 Million Higher Than In 9-Month 2023

- Expects Total Savings From Cost Cut Initiatives Of About Eur 400 Mln

- Outlook 2024: Outlook For The Year Confirmed

35 Commentaires

Memo0606@Memo0606

3Mo

@Lugga2111_05 I thought novo would collapse more today after the figures
but they don't want to go down to €95 😞

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Aktien Stammtisch

@Aktien_Stammtisch

3Mo·

Analyst updates, 05.11.

⬆️⬆️⬆️

- ODDO BHF raises the price target for BIONTECH from USD 110 to USD 130. Outperform. $BNTX (+3,14 %)

- BARCLAYS raises the price target for AIRBUS from EUR 161 to EUR 165. Overweight. $AIR (-3,2 %)

- CITIGROUP raises the price target for SCOUT24 from EUR 91 to EUR 94.50. Buy. $G24 (+0,64 %)

- WARBURG RESEARCH raises the price target for REDCARE PHARMACY from EUR 174 to EUR 176. Buy. $RDC (-1,39 %)

- DEUTSCHE BANK RESEARCH raises the price target for RYANAIR from EUR 17 to EUR 17.50. Hold. $RYA (-1,63 %)

- BERNSTEIN rates EBAY from Market-Perform to Outperform. Target price USD 70. $EBAY (-0,09 %)

- ODDO BHF raises the price target for SALZGITTER from EUR 14 to EUR 15.50. Underperform. $SZG (-3,59 %)

- BARCLAYS raises the target price for COMMERZBANK from EUR 16 to EUR 17. Equal-Weight. $CBK (-0,9 %)

- BARCLAYS raises the target price for MTU from EUR 295 to EUR 340. Equal-Weight. $MTX (-3,41 %)

- MORGAN STANLEY rates LUFTHANSA to Equal-Weight. Target price EUR 7. $LHA (-0,44 %)

- BERENBERG raises the price target for DEUTSCHE KONSUM REIT from EUR 3.50 to EUR 5. Hold.

⬇️⬇️⬇️

- GOLDMAN lowers the price target for MERCEDES-BENZ from EUR 65 to EUR 63. Buy. $MBG (-1,31 %)

- 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 (-0,48 %)

- HAUCK AUFHÄUSER IB lowers the price target for ECKERT & ZIEGLER from EUR 63.50 to EUR 55. Buy. $EUZ (-2,2 %)

- BARCLAYS lowers the price target for BNP PARIBAS from EUR 90 to EUR 85. Overweight. $BNP (+0,41 %)

- BERENBERG downgrades SCHNEIDER ELECTRIC from Buy to Hold and lowers price target from EUR 261 to EUR 255. $SU (+0,5 %)

- BERENBERG lowers the price target for BEFESA from EUR 41 to EUR 31. Buy. $BFSA (-1,45 %)

Techaktien

@Techaktien

4Mo·

Podcast episode 60 "Buy High. Sell Low."

Banker interview part 2, job application, life, personal & private matters. Subscribe to the podcast, because part 3 is coming soon!

Spotify

https://open.spotify.com/episode/67iGQ3lcRqhxsQSXgsdHdY?si=pl4NBip0SK2HevoroljtQA

YouTube

https://youtu.be/_T1XtsyfKx4

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-60-b%C3%A4nker-interview-teil-2-bewerbung-leben-pers%C3%B6nliches/id1695869891?i=1000673078238

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$FUT
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$RBC (-2,56 %)$NUBR33 $BNS (-0,97 %)$PBB (+0,21 %)
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open.spotify.comFolge 60: Bänker-Interview Teil 2, Bewerbung, Leben, Persönliches & Privates

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