2Sem.·

04.12.2024

ARKK beats Nasdaq + China strikes back: Exports of some rare earths to the USA banned + Salesforce still somewhat more confident about the full year + Vow ASA on the verge of a breakthrough in the cruise sector + Northern Data Group plans to build a data center in the USA + JPMorgan raises target for Rheinmetall to 800 euros - 'Overweight'


ARKK $ARKK (+1,43 %)beats Nasdaq - investor bets on five shares



China strikes back: exports of some rare earths to the USA banned



Salesforce $CRM (+0,69 %)is even more confident about the year as a whole

  • SAP's industry colleague Salesforce is somewhat more confident following growth in the third quarter.
  • The software specialist for customer relationship management is forecasting revenue of USD 37.8 to 38.0 billion (up to EUR 36.2 billion) for the 2024/25 financial year, which runs until the end of January.
  • The operating profit margin adjusted for special effects is also expected to reach 32.9%, as the company announced on Tuesday after the close of the US stock exchange.
  • This means that the lower end of the revenue range is now slightly higher than before; the margin target was raised by 0.1 percentage points.
  • The shares rose by almost four percent in US after-hours trading.



Vow ASA $VOW (+4,95 %)before the breakthrough in the cruise sector

  • The Norwegian company Vow ASA is on the verge of a major breakthrough in the cruise sector.
  • The subsidiary Scanship has agreed the main terms and conditions with a European shipyard for the delivery of advanced equipment to several cruise ships.
  • The expected order value is around 500 million Norwegian kroner, with the aim of signing the final contract before the end of the year.
  • This development underlines Vow's position as the market leader in wastewater treatment and waste recycling in the cruise industry.



Northern Data Group $NB2 (+1,81 %)plans to build a data center in the USA

  • Portfolio expansion to meet demand for AI and high-performance computing solutions
  • Planned output of 120 MW with the possibility of expanding capacity up to 180 MW
  • Data center will create up to 100 new jobs and strengthen the local economy



JPMorgan raises target for Rheinmetall $RHM (-0,78 %)to 800 euros - 'Overweight'

  • The US bank JPMorgan has raised its target price for Rheinmetall from 680 to 800 euros and left its rating at "Overweight".
  • This was written by analyst David Perry on Wednesday after a closer look at Europe's fastest growing defense group. Following the latest Capital Markets Day, he raised his earnings estimates by up to 17 percent until 2027.
  • Other experts had recently already raised their price targets to 820 euros.



Wednesday: Stock market dates, economic data, quarterly figures


  • ex-dividend of individual stocks

Schlumberger USD 0.28

The Cigna Group USD 1.40

Proximus EUR 0.50

ageas EUR 1.50


  • Quarterly figures / Company dates USA / Asia

Untimed: Foot Locker quarterly figures


  • Quarterly figures / Company dates Europe

09:30 VW: Works meeting at the main plant (Wolfsburg) with CEO Oliver Blume and Labor Minister Hubertus Heil

Untimed: Siemens Annual Report


  • Economic data


09:45 IT: Purchasing Managers' Index/PMI non-manufacturing November FORECAST: 51.5 previous: 52.4

09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November PROGNOSE: 45.7 1st release: 45.7 PREV: 49.2 Total Purchasing Managers' Index (2nd release) PROGNOSE: 44.8 1st release: 44.8 PREV: 48.1

09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November FORECAST: 49.4 1st release: 49.4 PREV: 51.6 Total Purchasing Managers' Index (2nd release) FORECAST: 47.3 1st release: 47.3 PREV: 48.6

10:00 EU: Purchasing Managers' Index/PMI non-manufacturing euro area (2nd release) November PROGNOSE: 49.2 1st release: 49.2 previous: 51.6 Total Purchasing Managers' Index (2nd release) PROGNOSE: 48.1 1st release: 48.1 previous: 50.0

10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) November PROGNOSIS: n.a. 1st release: 50.0 previous: 52.0

11:00 EU: Producer Prices October Eurozone FORECAST: +0.4% yoy/-3.2% yoy previous: -0.6% yoy/-3.4% yoy

14:15 US: ADP labor market report November private sector employment PROGNOSE: +163,000 jobs previous: +233,000 jobs

15:45 US: Purchasing Managers' Index/PMI Services (2nd release) November PROGNOSIS: 57.0 1st release: 57.0 previous: 55.0

16:00 US: Industrial New Orders October PROGNOSE: +0.2% yoy previous: -0.5% yoy

16:00 US: ISM Non-Manufacturing Index November FORECAST: 55.6 points previous: 56.0 points

19:40 US: Fed Chairman Powell to participate in discussion at New York Times Deal Book Summit

20:00 US: Fed, Beige Book

22:05 DE: Decision on possible changes in the indices of the DAX family of Deutsche Börse

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4 Commentaires

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so so, what a coincidence a price target of 800 € for RHM a few weeks after this article appeared on Gq 🧐 The sources are probably getting cheaper and cheaper 🤪
https://app.getquin.com/de/activity/NkvuFASPfD
3
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Why does the IOS app always crash when I open the news? ☹️ @Kundenservice
"ARKK $ARKK (+1.38 %)beats Nasdaq"

Correction: $TSLA best-performing holding of $ARKK
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