Porsche Automobile Holding SE Unsponsored Germany ADR Action Forum

Porsche builds fast cars, we all know...

but after days of ups and downs, today they deliver mega... almost 18% on today so far 😅

not only driving a Porsche is fun, but also having Porsche (se)

but in the long run it actually doesn't look bad either:

we think of the spin-off from the vw group is noted by experts that Porsche, similar to lvmh to the luxury goods counts and will also be valued similarly (statement of the experts)

also, besides the investment in vw, Porsche Holding has many other small investments that are going very well, for this I recommend to have a look at the investor page of Porsche se

the spin-off is said, at least according to today's opening bell broadcast of AKTIONÄR Tv to have provided for today's return....

it seems more and more likely that we will soon see Porsche outside of vw...

my reaction: buy up (have already created the savings plans a few days ago)

Down payment for winter tires with rims

Leaves soon

Winter tires and new rims

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗡𝗔𝗚𝗔 𝗜𝗣𝗢 / 𝗘-𝗔𝘂𝘁𝗼 𝗹𝗮𝗱𝗲𝗻 / 𝗡𝗲𝘂𝗲 𝗖𝗵𝗶𝗽𝘀 / 𝗞𝗿𝘆𝗽𝘁𝗼 𝗶𝗻 𝗥𝗲𝗻𝘁𝗲𝗻𝗳𝗼𝗻𝗱𝘀 / 𝗦𝘁𝗲𝘂𝗲𝗿𝗽𝗳𝗹𝗶𝗰𝗵𝘁𝗶𝗴𝗲 𝗡𝗙𝗧𝘀

𝗜𝗣𝗢𝘀 🔔

NAGA Group AG ($N4G (-2,45 %)) - NAGA Group AG plans its NASDAQ IPO and announces guidance for fiscal 2022. NAGA's IPO and listing in the U.S. could be completed as early as the second half of 2022. For fiscal year 2022, the company expects consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) of EUR 25 million to EUR 30 million.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Applied Materials ($AMAT (-0,75 %)), The Kraft Heinz Company ($KHC (-1,21 %)), NextEra Energy ($NEE (-1,95 %)), S&P Global ($SPGI (-0,55 %)) and Yum! Brands ($YUM (-1,17 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, HUAZHU Hotels Group ($CL4A (-1,74 %)) and John Deere ($DE (-1,81 %)) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Blackrock ($BLK) - Asset manager Blackrock is involved in the store network operator of Audi ($AUDVF), BWM ($BMW (-0,59 %)) and Daimler ($DAII (-0,76 %)), Ionity. According to a statement from the U.S. investor and the previous owners, 700 million euros were invested in the company. BMW, Mercedes-Benz, Audi, Porsche ($POAHY (-0,54 %)) as well as Ford ($F (-0,38 %)) and Hyundai ($HYU (-3,85 %)) have stakes in the joint venture, which was founded in 2017. Ionity aims to increase the number of charging stations more than fourfold to around 7,000 by 2025. Own land to be acquired will serve the station concept and enable charging not only along highways, but also near major cities and along busy trunk roads.

Samsung ($SSUN (-3,74 %)) - Samsung plans to build a new chip factory in the USA. A semiconductor shortage and supply problems are holding back the global economy's recovery. According to a media report, the South Korean technology group plans to build the new plant in the city of Taylor, in the state of Texas. A construction sum of 17 billion US dollars has reportedly been estimated.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Australia - The Rest Super retirement fund invests in cryptocurrencies for its 1.8 million members. The fund manages more than $46.8 billion in assets. The company's CIO, Andrew Lill said he sees digital assets as an "important part" of the portfolio, but it is still a very volatile asset class. As a result, investing in cryptocurrencies will initially make up a relatively small allocation, as part of the diversified portfolio, which can build over time.

South Korea - The South Korean Financial Supervisory Commission (FSC) has determined that NFTs will be subject to taxation starting next year. After classifying NFTs as virtual assets, Korean lawmakers plan to levy taxes on them. Starting Jan. 1, 2022, taxes of 20 percent will be due on NFT sales that exceed 2.5 million won ($2,102). South Korea has recently taken many measures to regulate the crypto market in order to target money laundering. As the NFT market rapidly expands in South Korea and globally, the regulation vs. innovation debate remains contentious.

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What happened here with the price? Thought today is already crash in the depot😄

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗲 𝗺𝗼𝗯𝗶𝗹𝗲 𝗭𝘂𝗸𝘂𝗻𝗳𝘁 / 𝗗𝗮𝘀 𝗻𝗲𝘂𝗲 𝗠𝗲𝘁𝗮𝘃𝗲𝗿𝘀𝘂𝗺 / 𝗗𝘂𝗿𝗰𝗵 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝘄𝗶𝗿𝗱 𝗻𝗶𝗰𝗵𝘁 𝗻𝘂𝗿 𝗔𝗻𝗹𝗲𝗴𝗲𝗿𝗻 𝘄𝗮𝗿𝗺 𝘂𝗺𝘀 𝗛𝗲𝗿𝘇

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, AZZ Inc. ($AI7 (-2,15 %)), Rothschild & Co SCA ($13F), Horizon Technology Finance Corporation ($HRZN), Civista Bancshares Inc ($CIVB (+0 %)) and Morningstar Inc ($MRS (+0,61 %)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, CLP Holdings ($CLPHY), Philips N.V. ($PHI1 (-0,78 %)), Sandvik AB ($SDVKY), Severstal ($RTS2), State Street Corp. ($ZYA (-1,32 %)) and Zions Bancorporation ($ZB1 (+1,31 %)) presented their figures.

𝗜𝗣𝗢𝘀 🔔

GitLab - The code-sharing company whose software competes with Microsoft's ($MSF (+1,59 %)) GitHub, had a very successful IPO last Thursday. In total, the company was able to raise $650 million for its IPO. After this very big success, the share price rose by a whopping 35% in a very short time. After a starting price of 77 US dollars per share, the price at the close of trading was 103.89 US dollars per share. As a result, the value of the company rose from the original 11 billion US dollars to 14.9 billion US dollars in a single day.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

eFuels - A mix of technologies will most likely be used for the future of energy sources, including hydrogen but also synthetic fuels. There are already German companies dedicated to the extraction of eFuels. Sunfire is involved in a project in Norway and Porsche ($POAHY (-0,54 %)) is working together with Siemens ($SIE (-3,08 %)) in Chile on a production plant that is expected to produce 550 million liters of fuel per year.

The key obstacle to synthetic fuels is the amount of energy required, which thereby also increases the price of eFuel and makes it uncompetitive. However, in regions with strong winds or long hours of sunshine, things may be different. The clear advantages of these fuels are the use of an existing infrastructure and the storage capability. This makes eFuels useful as an additional energy source, even in the long term.

Facebook ($FB2A (+0,4 %)) - The Group wants to build a "metaverse" with the help of 10,000 highly skilled jobs to be created in Europe over the next 5 years. This virtual world sees itself as a fusion of augmented and virtual reality with physical reality. This "metaverse" is not intended to have an owner or proprietor, but to be openly accessible and usable, similar to the Internet.

The situation surrounding Facebook is delicate; in the USA and in the European Union, further regulations and even a split-up of the group are being discussed.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MintGreen - The Canadian crypto mining company, which aims to mine cryptocurrencies under environmentally friendly and sustainable conditions, plans to provide heat to more than 100 residential and commercial buildings in the coming year. This will affect approximately 155,000 residents in the northern part of the city of Vancouver, according to the company's statements. Furthermore, the company stated that it is possible to recover over 96% of the electricity required for mining in the form of thermal energy. With this technical solution, it would be possible to prevent 20,000 tons of greenhouse gases per megawatt from being emitted into the atmosphere.

Even if I have reduced my position, chart looks better again! lets gooo

Porsche and Siemens are involved in the first e-fuel projects with Enel and other companies

Short introduction to EFuels:

E cars are a first step, but climate change is global and e.g. (to make it very simple to understand) in Africa these are unrealistic.

So the only possible solution is -> old cars -> new fuels -> EFuels

+ these have to come to us for airplanes etc.

Argument 1

No, you can't just dump the hydrogen you need for production into the car, because

otherwise we have to replace 1 billion cars by E cars, which contradicts the intention (CO2 saving)

Argument 2

Correct is: The process is not efficient

Is not a strong argument, because there is no real alternative and it has not been invested in large quantities yet. Nevertheless: in DE the production would be hare-brained, because we would need a lot of energy, but in other countries it is actually unproblematic.

(After all, we don't produce gasoline in DE).

If we need so much energy, why not produce in countries like Peru, where the first plants are built because there is a lot of green energy.

Image source:

https://www.siemens-energy.com/global/en/offerings/renewable-energy/hydrogen-solutions.html?gclid=Cj0KCQjwg7KJBhDyARIsAHrAXaGEwlvXSWKsW9jCGPUA6mpUK6BHwiPYEUMMA8C4jaPukRz_SnLuZ6MaAkZzEALw_wcB

In consequence briefly the expectation against my largest positions

actually for me, but thought if grad someone looking for inspiration I post it here.

No whole analysis, only stocks, no ETFs.

Amadeus Fire $AAD (+0,06 %)

Staffing services more in demand after Corona, target raised -.

GFN in particular the growth driver -

Still not a focus stock, upside remains -.

CT: beautiful.

No stop

Canadian Solar $L5A (-2,97 %)

Figures no surprise+ Market position unchanged -

Long-term outlook still too conservative -

Fluctuates with other E s, only long term -.

CT: 1yr support at 32- 36 $

No stop, notification at 31$, decide after news

Xinyi Solar $13X (-1,31 %)

Coverage still catastrophic -

Good numbers due to China advantage but point 1 depresses price -

Price advantage prevails, solar farms coming slowly, growth stock at value price -

CT: rather positive, but irrelevant because of China

no stop

Siemens Energy $ENR (+5,94 %)

Gamesa drags down with it, otherwise ok, market position further strengthened -

Future stock with Siemens advantages -

CT: looks like flag, last TP at 18.38

Stop at 18 Euro

Porsche $POAHY (-0,54 %) (caution emotions)

smaller portfolio purchases (irrelevant) -

VW continues to have problems in USA -

semiconductor shortage difficult to estimate, therefore momentum gone -

CT: difficult. below 198 would be briefly painful but because of overall market picture rather long

no stop :D

Alibaba $AHLA (-3,57 %)

Only China business. Risk not properly assessed at time of purchase -

Numbers say long, everything else short -

CT: well. Shit just.

Sellongoodnews

AirBNB $6Z1 (-2,22 %)

Pro : Business model in hype and therefore share in focus -.

Cons : Risk Corona, 2022 KUV of 16. that is a lot -

Switch to booking.com?

CT: possibly emerging double bottom at 130

no stop

Conclusion:

Keep an eye on Alibaba news,

to booking.com etc. inform for change of Airbnb because the numbers can not be so good that there is still incredibly much to get, at some point the fair valuation always comes.