If I were to stop buying the stock at this point, I shouldn't hold it either. Even if the loss hurts, the rest is better invested elsewhere. And I'm also happy about the tax settlement hehe.
CeconomyDE0007257503CECCEC
Hello GQ Community
I am currently on a vacation tour in Vietnam.🇻🇳
As an interested investor, of course I am watching which companies are active here.
Gladly your observation or remark in the comments 😁
Especially in Vietnam it is interesting mMn. (Politics, history, geographic location).
Political: Socialist Republic with one party state (Communist Party of Vietnam).
Nearly 100Mio inhabitants
GDP per capita 4500$ (estimate for 2023)
Now for my observations so far.
In general, the Vietnamese are very busy and friendly people. Everyone has something to offer and always a friendly face. there is no begging even in the megacities like hanoi or HCMC. instead, food, souveniers or other things are sold from the moped.
The construction sector is booming, especially in the big cities and tourist regions. Hotels are being built from the ground. Office towers and new residential complexes are under construction. i could not identify any construction companies i know. The VinHomes of $VIC (the largest conglomerate in Vietnam). From VinHomes we have seen min 5 geoße housing projects under construction. (we are talking about thousands of apartments in one project).
But the machines in the construction industry come to a large extent from China/Japan/Korea. only logical. my favorites from $CAT (+4,14 %) are unfortunately missing here.
Automotive: as with construction machinery, cars also come from the countries mentioned. toyota and hyundai strong. to mention is VinFast. a Vietnamese brand. Founded in 2017, they make really fancy bodies. owner is $VIC
But the streets are dominated by over 90 million motor scooters. $MBG (-2,54 %) or $VOW (-0,25 %) or $BMW (+0,81 %) are rarely seen.
Consumer goods: in one of the few supermarkets that we have entered so far, I looked at various products that you need every day: Toothpaste, shower gel, detergent - I touched 3 products. all were (by chance) from $ULVR (-0,87 %). The toothpaste from $COLG I deliberately did not take.
The 3 best selling water brands are lavie ($NESN (-0,89 %) ), Dasani ($KO (-1,76 %) ) and Aquafina ($PEP (-0,84 %) ).
In addition, we have $MDLZ (-0,83 %) , $HEIO (+0,56 %) seen
Telecommunications is occupied by Viettel and Mobiphone and vinaphone. mobile phone masts everywhere. also in rural areas well developed.
Internet in general extremely good. in every hotel so far we had very good WIFI. various speed tests showed more than 100MBit down/up.
We also looked at the prices of $AAPL (+2,87 %) products. e.g. iPhone 14pro costs about 1150€. not much difference to europe. although the purchasing power is much lower. that's why monthly leases are offered first in the electromarket here.
very sporadically you can find "media mart", looks like it also belongs to $CEC (+0,82 %) belong to.
in the hotel sector, 2 things stand out. the big international hotel groups like $MAR (+1,99 %) or $HLT (+1,47 %) and $AC (+2,47 %) are represented at the important locations. also $VIC is getting involved here again.
$MCD (+0,17 %) and $SBUX (+0,07 %) are also present like everywhere else.
Do any of you have exciting insights about Vietnam?
Quarterly figures on Valentine's Day (14.02.23)
From Coca-Cola to SFC Energy and AirBNB ⤵️
Today there were again some quarterly figures that are very interesting for us investors. The numbers are one thing but how are the outlooks. On the outlooks we can otherwise like to go into the comments times, from the companies that are interesting.
The consumer figures from the U.S., were not quite so convincing today.
USA: Consumer prices in January +6.4%. Expected +6.2% after +6.5% in the previous month (y/y).
USA: Consumer prices (core rate) in January +0.4%. Expectations were +0.4% after +0.3% in the previous month (m/m).
Perhaps the figures will make us a bit more positive again:
$ABNB (+4,51 %)
Airbnb:
Beat analyst estimates of $0.25 in fourth-quarter earnings per share of $0.48. Revenue of $1.9 billion beat expectations of $1.86 billion.
$KO (-1,76 %)
The Coca-Cola Co:
Hits analyst estimates with fourth-quarter earnings per share of $0.45. Revenue of $10.1 billion above expectations of $10.01 billion. In the outlook for 2023, Coca-Cola expects organic revenue growth of 7% to 8% (analyst forecast: 7.15%).
$SZU (-0,31 %)
Südzucker:
Expects fiscal 2022/2023 group sales of 9.5 billion euros (ate forecast 9.7-10.1 billion), group Ebitda of 1-1.04 billion (old 0.89-0.99 billion), and group operating profit of 640-680 million (old 530-630 million).
$JEN (-0,58 %)
Jenoptik:
Expects sales of 1.05-1.1 billion euros and an Ebitda margin of 19-19.5 percent for fiscal year 2023. The forecast is based on preliminary sales in fiscal 2022 of around 980 million euros (last forecast 945-960 million).
$MAR (+1,99 %)
Marriott International Inc:
Surpassed analyst estimates of $1.83 in fourth-quarter earnings per share of $1.96. Revenue of $5.92 billion exceeded expectations of $5.39 billion.
$RBD
Restaurant Brands Intl Inc:
Missed analyst estimates of $0.74 in the fourth quarter with earnings per share of $0.72. Revenue of $1.69 billion exceeded expectations of $1.67 billion.
$MTUAY
MTU Aero Engines:
Achieves 2022 revenues of €5.33 billion (PY: €4.188 billion, analyst forecast: €5.405 billion), Ebit (adjusted) of €655 million (PY: €468 million, €633 million), Ebit margin of 12.3% (PY: 11.2%, forecast: 11.7%) and net profit (adjusted) of €476 million (PY: €342 million, forecast: €455 million). Proposed dividend 2022 at €3.20 (PY: €2.10, forecast: €2.90). In the outlook for 2023, MTU Aero Engines now expects a higher revenue growth of 10 % and for 2025 still an Ebit (adjusted) of approximately €1 billion (forecast: €1.00 billion).
CFO: Expect 2023 Ebit (adjusted) of €775 to €750 million. Dividend payout ratio for 2023 to increase to 40%. Will have to deal with share buyback issue from 2024.
$KTA (+3,46 %)
Knaus Tabbert:
Achieves 2022 consolidated group sales of €1.050 billion (PY: €863 million) according to preliminary figures (driven by strong growth spurt in Q4).
$F3C (+1,34 %)
SFC Energy:
2022 sales of €85.2 million (PY: €64.3 million), Ebitda (adjusted) of €8.2 million (PY: €6.2 million) and Ebit (adjusted) of €3.2 million (PY: €1.9 million). For 2023, the company expects revenues of €103 bid €111 million and Ebitda (adjusted) of €8.9 to €14.1 million.
$NEM (+2,9 %)
Nemetschek:
Achieves fiscal 2022 revenue and profitability targets, 2022 revenue growth of +17.7% (+12.1% at constant currency) to €801.8 million, 2022 Ebitda growth of +15.8% to €257.0 million, 2022 Ebitda margin at 32.0% (PY: 32.6%), detailed 2022 figures and 2023 outlook on March 23.
$CEC (+0,82 %)
CECONOMY:
Reports 1st quarter sales of €7.1 billion (PY: €6.85 billion, analyst forecast: €7.1 billion), Ebit (adjusted) of €224 million (PY: €274 million) and net income of €127 million (PY: €122 million). Forecast 2022/2023 confirmed. CECONOMY sells majority stake in Mediamarkt Sweden to Power International; in return CECONOMY receives 20% stake in Swedish subsidiary Power Sweden from Power International.
$TKA (+3,88 %)
ThyssenKrupp:
Reports 1st quarter order intake of €9.2 billion (PY: €10.4 billion), sales of €9 billion (PY: €9 billion, analysts' forecast: €9.1 billion), EBIT (adjusted) of €254 million (PY: €378 million, forecast: €174.6 million) and net income of €75 million (PY: €106 million). Outlook for 2022/2023 confirmed.
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#cocacola
#ceconomy
#thyssenkrupp
#mtu
#knaustabbert
getquin Daily Summary 09.09.2022
Hello getquin,
we hope you had a good week and could enjoy the last summer days. Friday is a bit quieter again. Nevertheless, we provide you with the most important news of the day.
Europe🌍:
1. Edeka forces delivery of Coca Cola
The familiar dispute over purchase prices between Coca-Cola and Edeka is entering the next round. Coca-Cola had stopped supplying Edeka because Edeka would not accept a price increase. Now the Hamburg Regional Court has ruled that the US group must supply the supermarket chain again at the maximum purchase prices contractually agreed in January 2022.
Read more: https://bit.ly/3DdfNpn
🟥 $KO (-1,76 %) 62,03€ (🔽 -0,24%)
Americas🌏:
2nd Tesla to build lithium refinery in Texas
Electric car giant Tesla says it is looking into the feasibility of building a lithium hydroxide refinery on the Texas Gulf Coast. Construction could start as early as this year and be completed by the end of 2024. However, according to Tesla, the project is only feasible if it is granted a tax break.
Read more: https://cnb.cx/3qw4H7e
🟩 $TSLA (+6,49 %) 296,53€ (🔼 +2,48%)
Special: Queen Elizabeth II has died
The Queen of Great Britain and 14 other Commonwealths has died after 70 years of reign. She will be succeeded by her son Prince Charles. The government has declared the official period of mourning and also the Premier League will cancel the 7th matchday this weekend, as a sign of mourning.
Read more: https://bit.ly/3Qqg2As
Stocks of the day:
🟩 TOP $CEC (+0,82 %) 1,53€ (🔼 +17,46%)
👍 Ceconomy's share price benefits from a short squeeze.
🟥 FLOP $KGX (+5,89 %) 34,30€ (🔽 -4,11%)
👎 Supply bottlenecks and rising prices cause problems for suppliers
🟩 Most searched $AAPL (+2,87 %) , 155,63€ (🔼 +0,78%)
🟩 Most traded $AAPL, 155,63€ (🔼 +0,78%)
🟩 S&P500, 4.061,93 (🔼 +1,39%)
🟩 DAX, 13.099,30 (🔼 +1,51%)
🟩 Bitcoin ₿, 21.003,39€ (🔼 +8,83%)
Time: 17:00 CEST
Fun Fact:
Did you know that cricket is the second largest sport in the world?
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗦𝗼𝗹𝗮𝗿-𝗔𝘂𝘁𝗼 / 𝗔𝗺𝗮𝘇𝗼𝗻𝘀 𝗻𝗲𝘂𝗲𝗿 𝗞𝗼𝗻𝗸𝘂𝗿𝗿𝗲𝗻𝘁 / 𝗕𝗮𝘆𝗲𝗿𝘀 𝗕𝗹𝗶𝗰𝗸 𝗮𝘂𝗳 𝗚𝗲𝘄𝗶𝗻𝗻 / 𝗞𝗿𝘆𝗽𝘁𝗼𝗺𝗮𝗿𝗸𝘁 𝗶𝗺 𝗚𝗼𝗹𝗱𝗿𝗮𝘂𝘀𝗰𝗵
𝗜𝗣𝗢𝘀 🔔
Sono Motors - The company aims to accelerate the solar-powered automotive industry. Their Sion solar-electric car already has 16 thousand pre-orders. Production of the vehicles is expected to start in the first half of 2023. So far, the company has made a loss of $108.8 million, but this is expected to change as deliveries begin.
In going public, Sono Motors plans to issue 10 million shares at a price of $14 to $16.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, American Electric Power ($AEP (-2,42 %)), American Water ($AWC (-0,3 %)), Dover Motorsports ($DVD), Diamondback Energy ($7DB (-1,44 %)), Greenbrier Companies ($G90 (+2 %)), IBM ($IBM (-1,49 %)), Matson ($68M (+3,36 %)), Matador Resources ($7MR (+0,65 %)), Olin Corporation ($OLN (+3,9 %)), PPG Industries ($PPQ (+1 %)), Rollins ($RLS (-0,69 %)), Silicon Motion ($S9M (+0,7 %)), Tempur Sealy International ($TPD (+2,94 %)), WestRock ($1WR) and West Pharmaceutical Services ($WPS (+0,27 %)) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, 1&1 ($DRI (+0,59 %)), About You ($YOU (+5,18 %)), Alcon ($2U3 (+1,27 %)), Associated British Foods ($ASBFY), Bakkafrost ($6BF (+1,33 %)), Bayer ($BAYN (+3,44 %)), DeNA ($D2N (+3,26 %)), Fraport ($FRA (-0,08 %)), Gilat Satellite Networks ($GSA (-0,93 %)), Kirin Holdings Company ($KNBWY), Manz AG ($M5Z (+2,18 %)), Medios AG ($ILM1 (+0,24 %)), Munich Re ($MUV2 (+1,2 %)), Nissan ($NISA (+3,28 %)), OVB Holding ($O4B (+0 %)), Porsche ($PAH3 (-0,1 %)), Schaeffler ($SHA (+1,95 %)), Schloss Wachenheim AG ($SWA (+0 %)), Swiss Life ($SLW1 (-0,26 %)), United Internet ($UTDI (-0,1 %)) and Wienerberger ($WIB (+2,99 %)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Ceconomy ($CEC (+0,82 %)) - The Group plans to expand with its Mediamarkt and Saturn brands and open 35 large stores. Group CEO Wildberger is pursuing the goal of becoming the leading omnichannel platform, combining e-commerce and bricks-and-mortar retail. In doing so, he even wants to compete with Amazon ($AMZ (+1,14 %)) to compete. During Corona, Ceconomy was already able to significantly improve logistics and thus shorten delivery times.
The stores are to become smaller and more "smart stores" with 600 to 800 square meters are to be built in the city centers, as 33% of total sales are already attributable to online retailing.
Bayer ($BAYN (+3,44 %)) - tailwinds provided Bayer with high demand for seeds and crop protection products as well as over-the-counter medicines in the past quarter. Bayer shares recently rose 2.16 percent to 51.09 euros. There will also be a change at the top of the Crop Science division. Rodrigo Santos will take over as COO from Liam Condon, who terminated his contract early. Bayer increased Group-wide sales in the third quarter by nearly 15 percent year-on-year to 9.8 billion euros. The Group posted a total profit of 85 million euros. Profits were depressed by high costs for restructuring measures.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Crypto market in gold rush - Last night, the two leading cryptocurrencies Bitcoin ($BTC-EUR (+0,2 %)) and Ethereum ($ETH-USD (+0,17 %)) reached new all-time highs. Bitcoin was able to set the mark now at $68,642.00 with a daily increase of almost 5%. This puts its market capitalization at $1.28 trillion, which means bitcoin managed to outpace Tesla ($TL0 (+6,49 %)) behind it. Ethereum followed Bitcoin's lead and also set a new all-time high of $4,857.25. Successes like these have been evident across the market in recent weeks. For example, Ethereum competitor Cardano ($ADA-USD (+0,01 %)) gained 12% overnight, or even Litecoin ($LTC-EUR (-0,03 %)) was able to grow by 20.3% in one day. This very strong performance, which can be seen across all cryptocurrencies, led to the total market capitalization of all cryptocurrencies breaking through the 3 trillion US dollar barrier for the first time.
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