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 (+0,3 %)
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 (-1,22 %)
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 (-1,45 %)
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 (+7,04 %)
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 (-6,01 %) (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 (+0,93 %)
Only China business. Risk not properly assessed at time of purchase -
Numbers say long, everything else short -
CT: well. Shit just.
Sellongoodnews
AirBNB $6Z1 (+0,13 %)
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.
