In addition to my 10x $ORSTED (-4,18 %) today it has booked 150x $DK0064307839 (-14,16 %) into the depot today.

Many thanks for the dilution. Missed the jump. Who is still in? Who still wants to hold? 🤣 Who is using the subscription rights?

https://www.finanznachrichten.de/nachrichten-2025-09/66433851-orsted-publishes-prospectus-and-initiates-rights-issue-015.htm

Another big break-in this morning at $ORSTED (-4,18 %) - I got my foot in the door. Made as a long-term investment

The investment case $CADLR (+2,43 %) is still valid. The great unknown "USA" only has a 2.5% share of the offshore wind power market. The music plays elsewhere and $ORSTED (-4,18 %)s poor performance plays little to no role for Cadeler.

New status: 1435 shares at € 4.31

https://www.finanzen.net/nachricht/aktien/notwendiger-schritt-orsted-aktien-brechen-wegen-kapitalerhoehung-ein-14714561
$ORSTED (-4,18 %)

Bitcoin moves away from record high again + Trump announced that he would no longer back electromobility + DocMorris grows 6.7 percent in 2024 + Ørsted makes value adjustments of over 12 billion in Q4

Bitcoin $BTC (+1,7 %)with new ATH

• Bitcoin extended its losses from late Monday trading on Tuesday.
• In the morning, one Bitcoin cost around USD 101,500, having climbed to just under USD 109,400 before Donald Trump's inauguration on Monday morning, setting another record.
• The price then gradually crumbled over the course of the day.
• Bitcoin has risen significantly since Trump's election in November, having previously fluctuated between 50,000 and 70,000 dollars for months.
• Trump promised to loosen the regulations for cryptocurrencies.
• He is also in favor of a national Bitcoin reserve for the USA.
• Overall, Bitcoin has been on an upward trend for two years.
• At the beginning of 2023, one Bitcoin still cost less than 20,000 dollars.

Everyone will be able to buy the car they want

• Trump announced that he would no longer rely on electromobility.
• Everyone will be able to buy the car they want.
• He would save the car industry.
• "We're going to build cars in America again, and we're going to do it at a pace that nobody would have dreamed of just a few years ago," said Trump.
• We are looking into the possibility of equipping some of the originally planned electric models with hybrid or combustion engines in the future," said Lutz Meschke, Porsche's $PAH3 (-1,48 %) Chief Financial Officer, told Autocar.
• How will the Tesla $TSLA (-1,58 %) share react to this, given that Elon Musk is on its board

DocMorris $DOCM (+3,55 %)accelerates Rx growth in the fourth quarter

• All divisions contribute to 2024 sales growth
• OTC sales 2024 increase by 6.7 percent
• New Rx customers quintupled and Rx sales up 16.6 percent in the fourth quarter of 2024
• TeleClinic with profitable doubling of sales in 2024
• Cash position of CHF 95 million at the end of 2024

Ørsted $ORSTED (-4,18 %)makes value adjustments of over 12 billion in Q4

• The Danish energy company Ørsted recognized impairment losses of DKK 12.1 billion in the fourth quarter, according to a press release.
• The company cites several reasons for the write-downs, including rising interest rates, a lower valuation of its US portfolio and rising costs for the delivery of the Sunrise Wind project off the East Coast on New York's Long Island.
• "The write-downs announced today, and in particular the ongoing construction challenges, are very disappointing," said CEO Mads Nipper.
• "We remain committed to the US market with its potential for renewables to meet the growing demand for electricity and create thousands of industrial jobs in the US over the long term," he continued.
• The company also reports preliminary ebitda for 2024 of DKK 24.8 billion, excluding new partnerships and termination fees, in line with previous guidance.
• Ørsted will publish its full annual report on February 6.

Tuesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Colgate-Palmolive USD 0.50

• Quarterly figures / company dates USA / Asia
• 00:30 BHP Group Ltd Production Report 1H
• 22:00 Netflix quarterly figures

• Quarterly figures / Company dates Europe
• 07:00 Docmorris annual turnover
• 17:30 Porsche AG Pre Close Call FY 2024
• 17:45 Alstom Turnover 3Q

• Economic data

08:00 UK: Labor market data January unemployment rate 3 months (ILO) FORECAST: 4.4% previous: 4.3%

11:00 DE: ZEW Economic Sentiment Index January FORECAST: 15.0 points previously: 15.7 points Economic situation FORECAST: -93.0 points previously: -93.1 points

16:15 US: Senate Finance Committee, hearing of Treasury Secretary-designate Bessent

Analsyst updates, 06.12.

⬆️⬆️⬆️

• BERNSTEIN raises the price target for SIEMENS from EUR 220 to EUR 227. Outperform. $SIE (+1,23 %)
• JPMORGAN raises the target price for SIEMENS ENERGY from EUR 38.70 to EUR 44. Neutral. $ENR (+3,39 %)
• JEFFERIES upgrades BMW from Hold to Buy and raises target price from EUR 80 to EUR 85. $BMW (+0,36 %)
• ODDO BHF raises the price target for AURUBIS from EUR 70 to EUR 76. Neutral. $NDA (-1,2 %)
• UBS raises target price for AUTO1 from EUR 9.80 to EUR 20.50. Buy. $AG1 (+1,46 %)
• UBS raises the target price for NORDEA from SEK 144 to SEK 145. Buy. $NDA FI (-0,38 %)
• DEUTSCHE BANK RESEARCH raises the price target for FREENET from EUR 34 to EUR 36. Buy. $FNTN (-0,07 %)
• 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 (+3,46 %)
• JPMORGAN raises the target price for SALZGITTER from EUR 11.50 to EUR 14.10. Underweight. $SZG (+2,22 %)
• JPMORGAN raises the price target for SCHNEIDER ELECTRIC from EUR 270 to EUR 275. Overweight. $SU (+2,48 %)
• JPMORGAN raises the price target for KNORR-BREMSE from EUR 88 to EUR 92. Overweight. $KBX (+0 %)
• MORGAN STANLEY upgrades HANNOVER RÜCK to Overweight. Target price EUR 292. $HNR1 (+0,66 %)
• JPMORGAN raises the target price for COMMERZBANK from EUR 18.40 to EUR 19.50. Overweight. $CBK (+3,63 %)

⬇️⬇️⬇️

• GOLDMAN lowers the price target for LVMH from EUR 770 to EUR 720. Buy. $MC (+1,57 %)
• MORGAN STANLEY downgrades MUNICH RE to Equal-Weight. Target price 523 EUR. $MUV2 (+0,81 %)
• JEFFERIES downgrades MERCEDES-BENZ from Buy to Hold and lowers target price from EUR 73 to EUR 60. $MBG (+1,28 %)
• ODDO BHF lowers the price target for DELIVERY HERO from EUR 43 to EUR 38. Neutral. $DHER (+6,24 %)
• WARBURG RESEARCH lowers the price target for COMPUGROUP from EUR 31 to EUR 24.50. Buy. $COP (-0,55 %)
• JPMORGAN lowers the price target for VESTAS from DKK 143 to DKK 123. Neutral. $VWS (-0,61 %)
• JPMORGAN lowers the price target for KION from EUR 44 to EUR 43. Overweight. $KGX (+2,04 %)
• MORGAN STANLEY downgrades ORSTED to Equal-Weight. Target price DKK 480. $ORSTED (-4,18 %)

Analyst updates, 02.12.24:

⬆️⬆️⬆️

- EXANE BNP upgrades NOVO NORDISK to Outperform. Target price DKK 930. $NOVO B

- HSBC upgrades LVMH to Buy. Target price EUR 727. $MC (+1,57 %)

- WARBURG RESEARCH raises target price for MTU from EUR 278 to EUR 297. Hold. $MTX (+1,57 %)

- GOLDMAN raises the price target for VISA from USD 324 to USD 347. Buy $V (-1,8 %)

- DEUTSCHE BANK RESEARCH upgrades BASF from Hold to Buy and raises price target from EUR 50 to EUR 55. $BAS (-1,1 %)

- DEUTSCHE BANK RESEARCH upgrades BURBERRY from Hold to Buy and raises target price from GBP 8.60 to GBP 11.80. $BRBY (+3,14 %)

- GOLDMAN raises the target price for AROUNDTOWN from EUR 2.90 to EUR 3.70. Buy. $AT1 (-0,49 %)

- GOLDMAN downgrades TOAST from Buy to Neutral and raises target price from USD 34 to USD 45. $TOST (+2,07 %)

- HSBC upgrades HERMES to Buy. Target price 2500 EUR. $RMS (+1,23 %)

- MORGAN STANLEY upgrades ZEBRA TECH to Equal-Weight. Target price 400 USD. $ZBRA (+1,97 %)

- JPMORGAN upgrades AIR LIQUIDE from Neutral to Overweight and raises target price from EUR 161 to EUR 195. $AI (-0,55 %)

- JPMORGAN raises target price for PUMA SE from EUR 44 to EUR 47. Neutral. $PUM (-1,7 %)

⬇️⬇️⬇️

- GOLDMAN lowers the price target for MASTERCARD from USD 563 to USD 557. Buy. $MA (-0,61 %)

- WARBURG RESEARCH lowers the price target for AIXTRON from EUR 26 to EUR 24. Buy. $AIXA (+8,67 %)

- METZLER lowers the price target for WACKER NEUSON from EUR 14.50 to EUR 14. Hold. $WAC (+0,96 %)

- DEUTSCHE BANK RESEARCH downgrades K+S from Hold to Sell and lowers target price from EUR 9.75 to EUR 9.50. $SDF (+0,09 %)

- BERENBERG lowers the price target for BP from GBP 4.70 to GBP 4.40. Hold. $BP. (+1,24 %)

- RBC downgrades IBERDROLA from Outperform to Sector-Perform. Target price EUR 14 $IBE (+0,02 %)

- RBC lowers the price target for RWE from EUR 52.50 to EUR 45.50. Outperform. $RWE (-1,3 %)

- JPMORGAN lowers the target price for ORSTED from DKK 460 to DKK 430. Neutral. $ORSTED (-4,18 %)

- JPMORGAN lowers the price target for ADIDAS from EUR 275 to EUR 266. Overweight. $ADS (+1,48 %)

- JPMORGAN lowers the price target for LVMH from EUR 685 to EUR 650. Neutral. $MC (+1,57 %)

- JPMORGAN lowers the price target for HUGO BOSS from EUR 43 to EUR 42. Neutral. $BOSS (-0,17 %)

27.11.2024

Aroundtown becomes slightly more optimistic + JPMorgan raises Henkel to 'Overweight' - target up to 100 euros + Ørsted has allegedly initiated the sale of shares

The commercial real estate specialist Aroundtown $AT1 (-0,49 %) stabilized further in the third quarter thanks to increased rental income and slightly higher interest rates. The loss was significantly reduced in the first nine months compared to the previous year. In addition, the MDax < listed group is somewhat more confident about its operating result than recently. The bottom line for the three months to the end of September was even a profit, meaning that the loss after tax for the first nine months was lower than that of the first half of the year. Unlike recently, no further value adjustments on real estate were necessary, the company announced in Luxembourg on Wednesday. The bottom line for the nine months to the end of September was a loss of 154 million euros compared to almost 1.4 billion euros a year earlier. The operating profit fell by just under eight percent to 236 million euros. Aroundtown also became somewhat more optimistic about the result for the current year and is now aiming for the upper end of the operating result range of 290 to 320 million euros, which was raised in the summer. Compared to 2023, the operating result should therefore only fall slightly.

The US bank JPMorgan has Henkel $HEN (-1,07 %) from "Neutral" to "Overweight" and raised its price target from 82 to 100 euros. Analyst Celine Pannuti emphasizes the attractive total shareholder return (TSR) in her 2025 outlook for the consumer goods sector published on Wednesday. She is particularly optimistic about tobacco stocks, the shares of soft drinks manufacturers and breweries as well as consumer durables companies (HPC). Pannuti takes a rather skeptical view of alcoholic beverage and food manufacturers and is also rather selective when it comes to food additives. Henkel is still significantly cheaper than its competitors, although the annual targets for 2024 have been increased twice.

The Danish energy company Ørsted $ORSTED (-4,18 %) has initiated the sale of a 50 percent stake in the Hornsea 3 wind farm project in the UK North Sea, Bloomberg News reports. It is unclear what price the company is seeking for the stake. The project, which will supply more than three million British homes with electricity, had previously been valued at 8.5 billion pounds, equivalent to just over SEK 117 billion. The sale is also intended to test the market's appetite for Ørsted's project, which is still under development. Ørsted has been pushing to sell off parts of the company as part of a restructuring plan launched by CEO Mads Nipper earlier this year. Last month it was announced that Brookfield had acquired a stake in four Ørsted-operated wind farms in UK waters for £1.75 billion.

Wednesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

T-Mobile US USD 0.88

Newmont Corporation USD 0.25

Quarterly figures / company dates Europe

06:50 Aroundtown quarterly figures

08:00 Easyjet annual results

11:00 Adler Group AGM

Untimed: Norsk Hydro Capital Markets Day

Economic data

• 08:45 FR: Consumer Confidence November PROGNOSIS: n/a previously: 94
• 10:30 DE: GfK Consumer Climate Indicator November FORECAST: -19.0 points previously: -18.3 points
• 14:30 US: GDP (2nd release) 3Q annualized PROGNOSE: +2.8% yoy 1st release: +2.8% yoy 2nd quarter: +3.0% yoy GDP deflator PROGNOSE: +1.8% yoy 1st release: +1.8% yoy 2nd quarter: +2.5% yoy
• 14:30 US: Initial jobless claims (week) FORECAST: 215,000 previous: 213,000
• 14:30 US: New orders for durable goods October FORECAST: +0.5% yoy previous: -0.7% yoy
• 15:45 US: Chicago Purchasing Managers Index November PROGNOSE: 44.7 previous: 41.6
• 16:00 US: Personal Spending and Income October Spending / Income FORECAST: +0.4% yoy/+0.3% yoy previous: +0.5% yoy/+0.3% yoy

Analyst updates, 25.11.

⬆️⬆️⬆️

- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (+2,45 %)

- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (-0,22 %)

- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (+3,39 %)

- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+0,7 %)

- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0,84 %)

- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (-0,61 %)

- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (-0,96 %)

- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (-0,96 %)

- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (-0,49 %)

- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (-0,52 %)

- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (-0,82 %)

- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN

- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (+0 %)

- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (-0,09 %)

- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (+0,02 %)

- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+1,98 %)

- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (+1,32 %)

- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (+1,65 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+2,04 %)

- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (+0,18 %)

- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (-4,18 %)

- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (-0,5 %)

- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (+0,73 %)

- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (+3,46 %)

- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+0 %)

- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-1,3 %)