Hasbro

As every weekend, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/IbYaScMMo60?si=ePaPjhlOHN8f9jxQ

Monday:

The ifo index falls again. The ifo business climate is considered the most important barometer for the economy in Germany. The value of 100 is the average of all statements made by managers on the economy in 2015. The index is currently well below the mood in 2015. The index fell to 86.6 points after 87.0 in the previous month.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-ifo-index-sinkt-erneut/100063167.html

Tuesday:

The buying mood in Germany continues to fall. The consumer climate deteriorates to -22 points, 3.4 points less than in July. By comparison, before the coronavirus pandemic, the index was usually around +10 points. The index improved briefly during the European Championships, but the euphoria seems to have faded.

https://www.handelsblatt.com/politik/konjunktur/gfk-konsumklima-kauflaune-in-deutschland-gibt-im-august-deutlich-nach/100063482.html

The labor market is also continuing to cool down. The ifo employment barometer fell for the third month in a row. In April, 150,000 employees in industry were already on short-time working.

https://www.handelsblatt.com/politik/konjunktur/arbeitsmarkt-ifo-beschaeftigungsbarometer-sinkt-zum-dritten-mal-in-folge/100063542.html

Wednesday:

The Danish 🇩🇰 toy manufacturer Lego is growing again, leaving its US competitors $MATT (+0,3 %) Mattel and $HAS (+0,59 %) Hasbro behind it. In the first half of 2024, sales increased by double digits to more than 4 billion euros. Profit grew even faster than turnover to 800 million euros. Lego is benefiting in particular from investments in its own stores and factories.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/spielwaren-lego-waechst-sprunghaft-und-haengt-die-konkurrenz-ab/100061159.html

Björn Höcke makes anti-business statements. The AfD's top candidate in Thuringia wishes all companies that took part in the 'Made in Germany - Made by Vielfalt' campaign 'economic decline'. His reasoning was that the companies that took part in the campaign were responsible for deindustrialization through relocations abroad. However, this statement is really fictitious. 1. the deindustrialization mentioned does not really exist from a scientific point of view. 2. Trigema is also involved in the campaign. If any company does not relocate jobs abroad, it is Trigema.

https://www.handelsblatt.com/politik/deutschland/landtagswahl-thueringer-wirtschaft-und-afd-auf-konfrontationskurs/100060393.html

Thursday:

$DHER (+2,05 %) Delivery Hero wants to list its fast-growing subsidiary Talabat on the stock exchange in Dubai. This would fill Delivery Hero's coffers. Talabat not only delivers food in the Middle East, but also everyday items.

https://www.deraktionaer.de/artikel/aktien/delivery-hero-ipo-dieser-tochter-geplant-aktie-schiesst-nach-oben-20365084.html

For the first time in three years, the inflation rate is below the ECB's 2.0% target. While prices rose by 2.3% in July compared to the previous year, in August it was only 1.9%. Real wages are also rising again in Germany. Nevertheless, the consumer mood is not really there yet.

https://m.bild.de/geld/wirtschaft/statistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897?t_ref=https%3A%2F%2Fwww.bild.de%2Fgeld%2Fwirtschaft%2Fstatistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897

Friday:

Growth in India 🇮🇳 is weakening somewhat; instead of 8 or 9 %, GDP grew less strongly at 6.7 % in Q2 compared to the same quarter of the previous year. A problem for the ruling Modi is that he has lost his absolute majority. This means that reforms can be implemented less quickly or not at all, which is hampering growth.

https://www.handelsblatt.com/politik/international/asien-warum-67-prozent-wachstum-modis-reformagenda-gefaehrdet/100063588.html

Key dates for the coming week:

Tuesday: 16:00 Manufacturing (USA)

Wednesday: 11:00 Producer prices (EU)

Wednesday: 15:45 Interest rate decision (Canada)

$HAS (+0,59 %) & $MAIN (+1,2 %)

These two stocks are currently on my list.

What do you think of these two stocks?

I think that I will add both of them to my portfolio at the end of this week.

Good evening to you

Subsequent purchase

The portfolio is being restructured, the following positions are being removed:

• Hasbro
• EA
• RR

Various stocks already in the portfolio will be bought back

Actually ne quite machine, we have all had as children what from $HAS (+0,59 %) on Monday is bought, savings plan is already created

My parents used to spend vast sums of money on Hasbro because of me. Today, I could get that money back from the parents who spoil their children today and shower them with toys.

Toys, action figures, board games.

Known names -> Monoploy, Transformers, Play-Doh.

Current:

> 2020 revenue -> $5.4 billion.

> profit after tax 2020 -> $222 million

> Market cap -> approx. $13.7 billion

-> KUV 2.53

-> P/E RATIO 62

-> dividend yield 2.7%

Sales Expectation:

2021 > $6.27 billion

2022 > $6.67 billion

2023 > 7 bn$

Pair of info about the company:

Hasbro is one of the world's largest toy manufacturers.

Its product line includes toys for all ages of children, board games for kids, adults and the whole family, puzzles, and newer developments such as DVD board games.

The best-known brands include Parker, MB Spiele and Play-Doh. Alongside classic games such as Monopoly, Trivial Pursuit, Risk, Taboo and ''Four Wins'' are toys such as My Little Pony, Beyblade and Furby, which has sold over forty million copies worldwide. Board games and puzzles account for just over a third of sales.

Since the beginning of the new millennium, Hasbro has pursued a strategy of increasingly appearing as an entertainment company. Whereas previously cartoon and comic adaptations of Hasbro toy series were made, cinema adaptations of Hasbro licenses are now playing an increasingly important role.

Conclusion:

Not a stock that will make you rich in a year, not a stock that will disappoint big time. Great name, customers are born again and again, the fortune of the '''parent generation''' is growing, very large product range, great names, new business areas, very good dividend. In addition, since 2020, a Pokémon hype that can potentially jump to other topics.

Category, more solid than Aker Carbon Capture, more volatile/risky than Microsoft 👍🏼😊

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗣𝗵𝗮𝗿𝗺𝗮, 𝗔𝘂𝘁𝗼 𝘂𝗻𝗱 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺

𝗜𝗣𝗢𝘀 🔔

Biofrontera AG ($B8F) - The US subsidiary Biofrontera Inc. is going public. This is expected to raise gross proceeds of approximately $18 million.

The Leverkusen-based company specializes in dermatological pharmaceutical products and markets a drug for photodynamic therapy.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Blackstone Group ($BBN1 (+2,36 %)), Citigroup ($TRVC (+0,28 %)), Hasbro ($HAS (+0,59 %)), Texas Instruments ($TII (+0,78 %)), Evertec ($2EV (+0,58 %)), Kinder Morgan ($2KD (+0,79 %)), Oneok ($ONK (+0,72 %)) and Banco Santander ($BSD2 (-5,41 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Air France-KLM ($AFR), Bank of China ($BOF (+0,51 %)), BNP Paribas ($BNPQY), Caixabank ($48CA (-4,54 %)), Chevron Corporation ($CHV (+0,67 %)), Daimler AG ($DAI (-0,56 %)), FORTEC Electronics ($FEV (+1,06 %)), W. W. Grainger ($GWW (+0,42 %)), Nomura Holdings ($NSE (+1,21 %)), PetroChina ($PC6 (-0,58 %)) and Weyerhaeuser ($WHC (+0,39 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Daimler ($DAI (-0,56 %)) - Despite a massive slump in sales, Daimler was able to post surprisingly good figures in the past quarter. Thanks to rising prices, the group was able to keep its revenue almost stable and even increase its profit. The share price has risen in recent weeks from 70 euros in mid-September to just under 84 euros. Net profit increased by 21 percent and now stands at 2.47 billion euros. Analysts expect the share price to rise, as Daimler has proven to be robust and resilient.

Facebook / Meta ($FB2A (+0,43 %)) - The group is renaming itself "Meta." This is intended to create a brand that unites all of the Group's companies and products. The reason for this name is the planned metaverse that the Group wants to build.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Ethereum ($ETH-USD (-1,03 %)) - After the successful launch of the Altari Beacon Chain Upgrade, ETH was able to reach a new all-time high of $4,400.97 last night. Said upgrade paves the way for ETH 2.0, which will then be based on proof-of-stake rather than proof-of-work. ETH has been able to maintain bullish momentum since Julie, when the price of it was still at $1,780. Ethereum has particularly benefited from the DeFi & NFT boom in recent months.

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗲𝗿 𝗖𝗹𝘂𝗯 𝗱𝗲𝗿 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝗲𝗻 / 𝗜𝗺 𝗩𝗮𝗸𝘂𝘂𝗺 𝗱𝗲𝘀 𝗖𝗵𝗶𝗽𝗺𝗮𝗻𝗴𝗲𝗹𝘀 / 𝗦𝗰𝗮𝗺 𝗖𝗼𝗶𝗻𝘀 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Antero Midstream ($AM (+0,33 %)), Clorox ($CXX (+0,79 %)), AptarGroup Inc ($AGT (+1,3 %)), Commercial Metals Company ($CMS (+0,36 %)), Krispy Kreme Inc. ($9YM (+0 %)), Entegris Inc ($ENQ (+2,27 %)), Infosys Technologies ($IOY (+1,67 %)) and Prospect Capital ($RK8 (+0,99 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, 3M ($MMM (-0,03 %)), Aphabet ($ABEA (+0,92 %)), Canon ($CNNA (+2,28 %)), Capital One ($CFX (+0,29 %)), General Electric ($GCP (+0,44 %)), Hasbro ($HAS (+0,59 %)), Hitachi Construction Machinery ($HCM (+0 %)), IDEX ($ID7 (+0,62 %)), Juniper Networks Inc. ($JNP (-0,82 %)), Lockheed Martin Corp. ($LOM (+1,14 %)), Logitech ($LOGN), Microsoft ($MSF (+0,43 %)), Novartis ($NOTA (+1,37 %)), Texas Instruments ($TII (+0,78 %)), Twitter ($TWR), UBS ($UBRA (+0,18 %)), UPS ($UPAB (+0,53 %)), Visa ($3V64 (+0,38 %)) and WH Group ($WHGLY) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ($TL0 (+0,43 %)) - After car rental company "Hertz" ordered 100,000 Tesla electric cars by the end of 2022, Tesla's stock price rose to a record level of over $1,000. This deal has increased Tesla's stock value to over one trillion US dollars. In May 2021, the the security was still below 600 US dollars. Tesla posted a profit of US$1.62 billion in the third quarter, a year-on-year increase of 389 percent. Tesla is thus in the club of companies with a market capitalization of over one trillion US dollars. Apple ($APC (+0,78 %)), with a market capitalization of 2.5 trillion U.S. dollars, is alongside Microsoft ($MSF (+0,43 %)), Alphabet ($ABEA (+0,92 %)) and Amazon ($AMZ (+0,82 %)) are the leaders in this club.

Pfeiffer Vacuum ($PFV (-0,06 %)) - Due to high demand from chip manufacturers, vacuum pump specialist Pfeiffer Vacuum is able to benefit and is again raising its forecast. The company now anticipates sales of between €730 million and €750 million for the fiscal year. Previously, sales of between €710 and €730 million had been anticipated. The renewed increase in the sales forecast is due to the record order backlog. The margin for earnings before interest and taxes is expected to be between 12 and 13 percent. Pfeiffer has been particularly buoyed by high demand from the semiconductor industry over the past nine months. Due to the worldwide chip shortage, chip companies are currently expanding their capacities. To this end, the vacuum pumps manufactured by Pfeiffer are also in very strong demand.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MasterCard ($M41 (+0,77 %)) - Together with Bakkt, the payment service provider is building cryptocurrencies into its system. As a result, more than 2 billion customers would have access to a wide variety of cryptos and can even earn rewards in Bitcoin or the like on top of that.

In this context, Bakkt will take over the custody of crypto assets. Since the announcement of this venture, Bakkt's share price has already risen by about 470%.

Crypto Fraud Campaign - According to Threat Analysis Group, Youtube channels are currently being hijacked by hacking the creators with fake cooperation requests. After the channels are taken over, they are either sold or used for crypto fraud by distributing it via livestream. This campaign is said to be attributed to a group of Russian hackers.

𝗔𝗹𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗴𝗶𝗯𝘁 𝗲𝘀 𝗮𝗯 𝗷𝗲𝘁𝘇𝘁 𝗮𝘂𝗰𝗵 𝗮𝘂𝗳 𝗙𝗿𝗮𝗻𝘇ö𝘀𝗶𝘀𝗰𝗵

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