Airbus ($AIR (+3,09 %) ) posted a surprisingly strong first quarter despite ongoing supply bottlenecks and geopolitical uncertainties. surprisingly strong first quarter into the year. Sales and profits exceeded expectations - The company is sticking to its targets for the year, although possible consequences of new US tariffs are not yet quantified.

Key statements & key financial figures:

• Turnover: +6 % to 13.5 billion euros
• Adjusted EBIT: +8 % to 624 million euros
• Net profit: +33 % to 793 million euros
• Free cash flow before customer financing: -310 million euros (better than expected)
• Deliveries136 jets (6 less than in the previous year)
• Target 2024: 820 deliveries & 7 billion euros adjusted EBIT

Strategic & operational challenges:

• Supply bottlenecks for engines and cabin components remain
• Production ramp-up of the A320neo family to 75 aircraft/month postponed to 2027
• Customs risksPossible effects of new US tariffs on global supply chains are being monitored but not yet priced into the forecast

Market development & environment:

• Strong demand for fuel-efficient jets continues
• Increasing pressure from US tariffsalthough aviation industry has not yet been directly affected
• Airlines warn of the unsustainability of high import duties - many airlines would not be able to cope with 20%

Conclusion:

Despite operational burdens and geopolitical uncertainties, Airbus shows a solid economic solid economic performance. With strong ancillary businesses (helicopters, defense, space) and a clear strategy for expanding production, Airbus remains remains robustly positionedeven if external risks such as customs duties or supply bottlenecks could create pressure in the medium term.

$MTX (+3,69 %)
$AIR (+3,09 %)
$SAF (+4,22 %)

Good quarterly figures from Safran gave the entire aviation industry sector a noticeable tailwind at the end of the week. The shares of the French engine manufacturer rose significantly following the better-than-expected data. The two DAX-listed companies MTU and Airbus also took off in their wake.

Safran grew more strongly than expected at the start of the year. Turnover rose by 17 percent to just under 7.3 billion euros. The Group, which supplies engines to aircraft manufacturers Airbus and Boeing, among others, also benefited from acquisitions and the weaker euro in the first quarter compared to the previous year.

Adjusted for these effects, growth amounted to 14 percent. As is usual for French companies, Safran did not publish key profit figures for the first quarter. However, the Group confirmed its forecast for the current year. For 2025, Group CEO Olivier Andriès is still targeting an increase in sales of around ten percent. Adjusted operating profit is expected to climb to between 4.8 and 4.9 billion euros. However, possible consequences of the tariff conflict triggered by the USA have not been taken into account.

Analysts initially stated that Safran had exceeded expectations in the first quarter. Ian Douglas-Pennant from UBS justified this above all with the growth in the spare parts business, which is also often regarded as very important by analysts at MTU. David Perry of JPMorgan spoke of a "solid start to the year". Douglas Harned from Bernstein Research wrote that Safran's targets for this year were looking more and more achievable. Although experts lacked concrete information on the subject of US tariffs, this did not deter investors from buying.

https://www.deraktionaer.de/artikel/aktien/dax-gewinner-mtu-und-airbus-wieder-im-steigflug-das-steckt-dahinter--20379008.html

1 - Opinion (not that some users cry again in the comments that a market forecast includes a forecast on Trump)

2 - SPX chart

3 - Which stocks are interesting

1 - So there's the tariff hammer and the crash. What now?

Trump's team is probably relying on the typical crash mechanisms.

The investors with the most capital can buy much longer and more in this crash and are not as affected by price losses due to their wealth. This means that the top 0.1% of the US will also benefit the most from this crash, so there are unlikely to be any major complaints from the US elite.

According to Project 2025, however, the plan for the next few years is to make the USA less dependent on foreign markets (rather stupid, as the United States exerts influence through the strength of its economy even without using the military)

To what extent this should and can be implemented is questionable for me, because American companies are only as valuable as long as they sell globally.

Here, the upper class will not sit around and wait for the basis of their wealth to be removed, especially if the rest of the world continues to act more or less globally.

So for me this attempt is more of a medium-term thing, either until Trump fires his advisors, until America gets rid of Trump or until they change their minds.

2 - Only the absolute basics $CSPX (+1,89 %)

Forward path:

As the SPX is massively dependent on technology stocks ->

It could also soon become very difficult with the suspected EU tariffs on services and a 50% increase in Chinese tariffs in the entire technology sector.

How much is questionable, however, as tariffs can also be lifted from one day to the next...

• Upward trend of all averages broken
• Completely failed almost to the 2022 high/ 50% FIB

There is now upside potential in the short term, but with Trump's momentum on tariffs, it may simply go back to the 4500 area on bad news.

In the medium term, it looks particularly volatile due to Trump, I can imagine that we will see 4000 this year. But maybe Trump will back down (edit, 3 hours later: yes he will. As I said: volatility)

3 - Interesting stocks for me:

China $1810 (+8,29 %) ...

USA $SQ (-20,86 %) buy before the next trend in case of strong price losses

Japan $8001 (-2,12 %) diversified like hardly any other company

EU $AIR (+3,09 %) Defense boom take the next few years with the most normal valuation

I would take a more relaxed approach to buying dips in the near future, otherwise the cash will be gone very quickly.

Which Dax shares do you have in your portfolio?

Source: https://t.co/1KCO9l8ZsE

#dax
#dividend
#dividende
#dividends

$ADS (+1,82 %)
$AIR (+3,09 %)
$ALV (+1,25 %)
$BAS (-1,32 %)
$BAYN (+3,05 %)
$BMW (-0,24 %)
$BEI (+0,4 %)

- 14 positive surprises

- Three negative surprises

- Dividend increases

- Dividend decreases

- Overview of all DAX stocks

Link:

https://shorturl.at/Tdnfw

$ALV (+1,25 %)
$MUV2 (-3,47 %)
$RHM (+4,92 %)
$MBG (+0,37 %)
$SAP (+4,13 %)
$BMW (-0,24 %)
$AIR (+3,09 %)
$VOW (+0,05 %)
$DBK (+1,99 %)
$CBK (+0,75 %)
$SIE (+3,83 %)
$P911 (+1,05 %)
$DTE (+0,21 %)
$IFX (+3,4 %)

Detailed Airbus share analysis

- Company portrait

- Business model and competition

- Strategy and Management

- Performance

- Position compared to competitors

- Order backlog and annual production

- New developments

- Product range

- Defense business

- Project risks

- Government influence

- Loss of confidence due to allegations of corruption

- Quarterly figures and annual financial statements

- Outlook 2025

Link:

https://shorturl.at/Rn7iM

$AIR (+3,09 %)
$BA (+1,44 %)

Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.

For each area, I have listed a few stocks that are considered pioneers or already established...

1. 💧 Water management - the blue gold of the future

Why is it exciting?

- Water scarcity is becoming a pressing problem worldwide.

- Investments in water treatment, desalination and efficient use are increasing.

Example company:

- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.

- Veolia Environnement $VIE (+0,29 %) - Leader in water and waste management.

2. 💻 Data processing & data centers - backbone of the digital era

Why is it exciting?

- Increasing data volumes require powerful infrastructures.

- Cloud computing, edge computing and quantum computing are revolutionizing the industry.

Example companies:

- Equinix $EQIX (+3,57 %) - The world's leading provider of data center services.

- Digital Realty $DLR (+2,52 %) - Specializes in data center solutions for companies.

3. 🚀 Space industry - The new economic space

Why is it exciting?

- Private companies are driving innovation and reducing costs.

- Applications range from satellite communication to space tourism.

Example companies:

- Virgin Galactic Holdings Inc. $SPCE (+0,78 %) (SPCE) - pioneer in the field of space tourism.

- Rocket Lab USA Inc. $RKLB (+4,73 %) (RKLB) - provider of low-cost rocket launches for small satellites.

- Airbus $AIR (+3,09 %) (AIR) - Leader in aerospace technologies.

- Boeing Co. $BA (+1,44 %) (BA) - Involved in manned space programs and satellite technology.

- Northrop Grumman Corp. $NOC (+1,59 %) (NOC) - Specializes in defense and space systems.

4. 🌍 Rare earths & raw materials - foundation of modern technologies

Why are they exciting?

- Electromobility, renewable energies and electronics rely on rare metals.

- Recycling and sustainable mining are becoming increasingly important.

Example company:

- MP Materials $MP (+1,61 %) - Largest producer of rare earths in the USA.

- Lynas Rare Earths $LYSDY (-4,19 %) - Leading supplier outside China.

5. 🌱 Vertical farming - the future of urban food production

Why is it exciting?

- Population growth and urbanization require new farming methods.

- Indoor farming enables year-round production with reduced water consumption.

Example company:

- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.

- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.

💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.

🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!

✅ I'll list the companies mentioned in the comments here:

$LRV (-11,68 %) (rare earths)

$TTEK (+0 %) (water management)

$BMI (+4,23 %) (water management)

$TSLA (+2,01 %) (Robotics)

🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!