Siemens Gamesa R Action Forum

Have a small problem

I still have $n/a SIEMENS GAMESA shares trading on the stock exchange is no longer possible I would like to sell them over the counter only with my broker (flatex) it is apparently not possible or I just have no idea how it works.

Does anyone have a solution for my little problem ?

Siemens with excellent Q4 figures

Unpopular opinion:

For me belongs $SIE (-2,51 %) among the 3 best companies in Germany and (estimated) among the 25 best in Europe. Siemens can definitely have a say worldwide as well 🤝

Unfortunately, the share is mMn due to the "Siemens construct" (one holds shares in $ENR (+2,43 %) + $SGRE + I believe in $SHL (-1,29 %) ), it is very difficult to value the stock, so I never bought it.

Who has Siemens in their portfolio?

Source: https://new.siemens.com/de/de/unternehmen/investor-relations/events-veroeffentlichungen-ad-hoc.html#FinanzkalenderderSiemensAG

getquin Daily Summary 02.08.2022

Hello getquin,

today there are again exciting quarterly figures! Also, Simens Gamesa lowers outlook and Fiat Chrysler has to pay millions in the US. In the special: Innoviz concludes a contract with VW.

Europe🌍:

1. Siemens Gamesa lowers outlook

Troubled wind power company Siemens Gamesa has been forced to lower its targets, despite previously expecting a significant loss. Releasing its quarterly figures on Tuesday, the German-Spanish turbine maker warned that returns could potentially fall to as low as minus 5.5 percent instead of the previous minus four percent. The return will also be negative in 2023, it said.

Group CEO Jochen Eickholt said, "The situation remains tight, we observe that material costs continue to rise, at the same time we have long-term contracts that were negotiated in 2021 with significantly lower prices." The Siemens Energy division has been making losses for years.

Not good news from Gamesa: https://bit.ly/3vBiIDL

🟥 $SGRE (🔽 -0,08%)

America🌏:

2. Fiat Chrysler pays $300 million in the U.S.

Automaker Fiat Chrysler has been fined yet another time over the controversy surrounding the manipulation of emissions data in the US. A federal judge in Detroit fined the company about $300 million (about 290 million euros) on Monday (local time) for falsifying emissions data.

The manufacturer, now a subsidiary of global automaker Stellantis, had pleaded guilty in June and reached a settlement with the U.S. Justice Department. Fiat Chrysler said the money was covered by provisions at the time. The court has now approved the settlement.

Authorities in the United States had accused the automaker of lying about the emissions levels of just over 100,000 diesel vehicles. The Justice Department had filed charges in 2017.

Interested in the issue? https://bit.ly/3zqf6po

$2FI

Special:🎤

3. Innoviz concludes contract with VW

Israeli lidar manufacturer Innoviz announced Tuesday that it has signed a contract to supply lidar units and related software for autonomous driving to a division of Volkswagen worth $4 billion over eight years.

Under the contract, Volkswagen will install Innoviz's latest lidar unit and proprietary perception software across its vehicle portfolio.

The contract is for eight years, beginning in the "middle of the decade," when the first Innoviz-equipped Volkswagen Group vehicles are scheduled to be delivered. Innoviz expects to deliver lidar units for between 5 and 8 million Volkswagen Group vehicles during the eight-year term.

Now that's what I call a good deal! https://cnb.cx/3BEueSD

🟩 $INVZ (🔼 +12,25%)

Quarterly figures:

🚖Uber $UBER (-1,3 %)

Uber Technologies Inc on Tuesday reported positive cash flow for the first time in the third quarter and forecast operating profit above estimates as more people rely on its services for transportation and meal delivery.

The company's shares rose 13% to $27.9, helping to lift shares of rival Lyft Inc.

EPS: 🟩🟥 -$0.05 expected vs tba reported; difference: tba%.

Revenue: 🟩 $7.37 billion expected vs $8.07 billion published; variance: 9.50%.

Source: https://reut.rs/3OXSW3f

🏎Ferrari $RACE (+1,18 %)

Thanks to strong demand for its high-end sports cars, Ferrari has posted record results and raised its forecast. Analysts' forecasts were exceeded as earnings before interest, taxes, depreciation and amortization (Ebitda) rose 15% to 446 million euros in the second quarter. Sales rose 25% to nearly 1.3 billion euros. However, the return on sales fell by almost three percentage points over the course of the year to a still lush 34.6%. By comparison, sports car manufacturer Lamborghini, a division of Audi owned by VW, achieved 31.9 percent after six months.

EPS: 🟩 € 1.20 expected vs € 1.36 published; difference: 13.12 %.

Sales: 🟩 €1.22 billion expected vs €1.29 billion published; difference: 5.90%.

Stocks of the day:

🟩 TOP $RIG 3,15 € (🔼 +16,25%)

➡️Tiefseebohrungen based in Switzerland

🟥 FLOP $SYNH , 64,09 € (🔽 -16,97%)

➡️Dienstleistung for pharmaceutical and medical technology & clinical trials

🟩Most searched $AMZN (-0,02 %) , 132,95€ (🔼 +0,53%)

🟩 Most traded $TSLA (+9,97 %) , 887,00 (🔼 +1,99%)

🟥 S&P500, 4,106.50 (🔽 -0.29%)

🟥 DAX, 13,437.37 (🔽 -0.31%)

🟥 bitcoin ₿, €22,426.05 (🔽 -1.12%)

Time: 16:45 CEST

Fun Fact:

Did you know that Ferrari has been in F1 continuously since its inception in 1950?

𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 𝐦𝐮𝐬𝐬 𝐋𝐮𝐟𝐭 𝐥𝐚𝐬𝐬𝐞𝐧 📉 The profit warning of the company's subsidiary Siemens Gamesa pulled both shares towards the "south" - What's next for wind power?

Siemens Energy subsidiary Siemens Gamesa had to revise its profit forecast downwards and now expects an operating return on sales of zero to minus one percent before integration and restructuring costs. 229 million will be written down on unprofitable projects such as the Siemens Gamesa 5.X platform in Brazil. Further, revenue is not increasing as much as hoped and Gamesa only expects third quarter revenue of 2.7 billion euros (Gamesa's fiscal year ends 9/30) and an operating loss of 150 million euros (source: Siemens Gamesa press release and Handelsblatt)

Siemens Energy now seems to be the leading party, as the parent company had to revise its own profit targets as a result. According to the Handelsblatt, which refers to industry circles, resentment against the subsidiary is growing in Munich.

Siemens Gamesa has complained primarily about increased raw material prices, as the cost of steel, one of the main materials for wind turbines, has already risen by more than 25 percent this year. This is now dragging down other wind turbine manufacturers such as Nordex, Goldwind and Vestas.

In the short term, we believe this could benefit solar manufacturers first. With a higher profit margin, they could now move into the focus of investors in renewable energy sector. 𝐋𝐚𝐧𝐠𝐟𝐫𝐢𝐬𝐭𝐢𝐠 𝐬𝐞𝐢 𝐚𝐛𝐞𝐫 𝐠𝐞𝐬𝐚𝐠𝐭, 𝐝𝐚𝐬𝐬 𝐞𝐫𝐬𝐭 𝐠𝐞𝐬𝐭𝐞𝐫𝐧 𝐝𝐚𝐬 𝐊𝐥𝐢𝐦𝐚𝐬𝐜𝐡𝐮𝐭𝐳𝐩𝐚𝐤𝐞𝐭 𝐝𝐞𝐫 𝐄𝐔-𝐊𝐨𝐦𝐦𝐬𝐬𝐢𝐨𝐧 "𝐅𝐢𝐭 𝐟𝐨𝐫 𝟓𝟓" 𝐯𝐞𝐫𝐚𝐛𝐬𝐜𝐡𝐢𝐞𝐝𝐞𝐭 𝐰𝐮𝐫𝐝𝐞. It discusses a master plan for a carbon-free economy. According to Handelsblatt, the industry association Wind Europe stated that over 450 gigawatts of new wind power capacity would be needed in the next ten years alone, which equates to around 30 gigawatts of new wind capacity per year. By comparison, the current rate of addition is only around 15 gigawatts per year. Offshore wind power is the main focus of this target, as it could provide a huge boost for struggling wind power manufacturers. Siemens Gamesa is the number one in the offshore market.

The confidence of many investors has already shown today, as 𝐛𝐞𝐢 𝐟𝐚𝐬𝐭 𝐚𝐥𝐥𝐞𝐧 𝐁𝐫𝐨𝐤𝐞𝐫 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 𝐝𝐢𝐞 𝐦𝐞𝐢𝐬𝐭𝐠𝐞𝐤𝐚𝐮𝐟𝐭𝐞 𝐀𝐤𝐭𝐢𝐞 was (see onvista, flatex, comdirect).

𝗖𝗵𝗮𝗿𝘁𝘁𝗲𝗰𝗵𝗻𝗶𝘀𝗰𝗵 𝗦𝗶𝗲𝗺𝗲𝗻𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 stock is now battered after breaking support around €24. Starting from the last notable supports (Fibo levels) around €22, a quick recovery above €24 would be conceivable. Should this not succeed at the end of the week, however, a test of the prominent low at ~€18 is the preferred variant. At the latest, this offers a good opportunity from a CRV perspective to pick up the actually promising stock relatively cheaply.

𝐖𝐢𝐞 𝐬𝐢𝐞𝐡𝐭𝐬 𝐛𝐞𝐢 𝐞𝐮𝐜𝐡 𝐚𝐮𝐬, 𝐡𝐚𝐛𝐭 𝐢𝐡𝐫 𝐳𝐮𝐠𝐞𝐬𝐜𝐡𝐥𝐚𝐠𝐞𝐧 𝐨𝐝𝐞𝐫 𝐥𝐚𝐬𝐬𝐭 𝐢𝐡𝐫 𝐝𝐢𝐞 𝐅𝐢𝐧𝐠𝐞𝐫 𝐝𝐚𝐯𝐨𝐧? Feel free to post it in the comments, we are interested in your opinions and sharing.

We hope the info was helpful for you. Best regards, Sören and Magnus from @rainbow_stocks. 🌈 📈