Earnings for the coming week
First SolarUS3364331070FSLRFSLR
Increasing the size of First Solar $FSLR (-1,23 %) 🤑🤞🏼
Tomorrow, the company will announce its figures for the quarter ended December 31, 2023.
26 Analysts estimate that First Solar will report average earnings per share of USD 3.14 for the most recent quarter. In the previous year, the company generated EPS of USD -0.070 per share.
The USA has made a strategic U-turn in recent years. China is no longer perceived as a reliable partner, which is why it is working on a total reorganization of global supply chains.
First Solar benefits significantly from tax breaks ("Section 45X tax benefits") and subsidies that reward the construction of production capacities in the USA.
First Solar estimates the positive impact of these measures at USD 670 - 700 million in the 2023 financial year.
This is more than the company has earned in total over the last five years.
In addition, changes to US legislation have come at just the right time. Most recently, the company had an order backlog of 81.8 GW, but only production capacities of around 12 GW per year.
First Solar cannot come close to meeting demand and urgently needs to create new production capacity.
I am speculating that First Solar will be able to reach an ATH again in the coming years thanks to US support
First Solar $FSLR (-1,23 %) is a good turnaround candidate.
The massive subsidies from the government and the new investments should pay off in the near future. As should the drive to become less dependent on Asia.
The order books are full to bursting, more than they can currently handle. The fresh capital from the subsidies and the new production facility will increase competitiveness
20% share price gains should realistically be possible in the next 12 months. And if the buying mood picks up, more is also possible 🤑🤞🏼
I can't say anything about the stock itself 😂
Economy on 01.11.2023...
FED today and also Paypal publishes the numbers!⤵️
On it goes into November. This starts today immediately with very important events. The FED decides on the next interest rate period. Will it remain as it is or will be further increased? It was said in many interviews, that there will be further increases this year, as one continues to target the mark of 2% inflation and the way is still very far. Also the share, about which one surely in 2023 most spoke, supplies today the numbers. The speech is of course from Paypal. These numbers come today after-hours.
Let's look at the numbers, the last 2 days:
$MCD (+0,17 %)
McDonald's Corp. exceeded analyst estimates of $3.00 in the third quarter with earnings per share of $3.17. Revenue of $6.69 billion exceeded expectations of $6.56 billion, meaning that revenue increased by 17.6% and profit by 6.3%.
$AMD (+5,31 %)
AMD beat analyst estimates of $0.68 in the third quarter with earnings per share of $0.70. Revenue of $5.8 billion beat expectations of $5.7 billion.
$PFIZER
Pfizer Inc. misses analyst estimates of -$0.08 in the third quarter with earnings per share of -$0.17. Revenue of $13.2 billion below expectations of $13.33 billion.
$CAT (+4,14 %)
Caterpillar Inc. third-quarter earnings per share of $5.52 beat analyst estimates of $4.80. Revenue of $16.8 billion exceeded expectations of $16.56 billion.
$JKS (-2,34 %)
Jinkosolar shipped 22.597 megawatts (MW) of total capacity in the third quarter of 2023, up 108.2% from the year-ago quarter and up 21.4% from the second quarter of 2023. Revenue improved 63.1% year over year to $4.36 billion. Compared to the previous quarter, this was an increase of 3.7%. Gross margin climbed significantly to 19.3%. In the prior-year period, it was only 15.7%, and in the previous quarter it was even slightly lower at 15.6%. Net profit jumped up to USD 181.4 million, which corresponds to USD 2.53 per ADS share.
$FSLR (-1,23 %)
First Solar beat analyst estimates of $2.05 in the third quarter with earnings per share of $2.50. Revenue of $801 million below expectations of $904.11 million.
$CZR (+2,84 %)
Caesars Entertainment third-quarter earnings per share of $0.34 beat analyst estimates of $0.28. Revenue of $3 billion exceeded expectations of $2.94 billion.
Here's what the trading day looks like in incremental terms:
Stock Exchange Holiday Austria
Economic data
13:15
- US: ADP Labor Market Report October Employment Private Sector PROGNOSIS: +130,000 jobs previously: + 89,000 jobs
14:45
- US: Purchasing Managers' Index/PMI Manufacturing (2nd release) October PROGNOSED: 50.0 1st release: 50.0 previously: 49.8
15:00
- US: Construction spending September PROGNOSIS: +0.4% yoy previous: +0.5% yoy
- US: ISM manufacturing index October PROGNOSIS: 49.2 points previously: 49.0 points
15:30
- US: Crude oil inventories data (week) from the government Energy Information Administration (EIA)
19:00
- US: Fed, outcome of FOMC meeting Fed funds target rate PROGNOSED: 5.25% to 5.50% previously: 5.25% to 5.50%
19:30
- US: Fed PK with Fed Chairman Powell
ex-dividend individual stocks
ASML 1.45 EUR
CAMBRIDGE BANCORP 0.6333 EUR
FRANKLIN ELECTRIC 0.2126 EUR
HESS MIDSTREAM 0.5836 EUR
INDEPENDENT BANK GROUP 0.3591 EUR
Quarterly figures / Company dates USA / Asia
06:25 Toyota quarterly figures
13:00 Dupont | Kraft Heinz quarterly figures
21:00 Qualcomm | Mondelez quarterly figures
21:05 Airbnb | Altice quarterly figures
21:15 Paypal | Costco Wholesale | Allstate quarterly figures
No time stated: Electronic Arts | American International Group| Edison International | Avis Budget | Etsy | The Allstate quarterly figures
Quarterly Figures / Company Dates Europe
08:00 GSK plc quarterly figures
09:30 Aston Martin quarterly figures
#quartalszahlen
#boerse
#börse
#aktien
#news
#newsroom
#community
#communityfeedback
#nachrichten
#täglich
#investieren
#wirtschaft
#politik
#inflation
#fed
#rezession
#mitverstandzumkapital
#krypto
#kryptowährung
#bitcoin
#ethereum
#solana
#zinsen
#ezb
#dax
#inflation
#dividende
#paypal
#airbnb
#qualcomm
#kraftheinz
#mondelez
#etsy
I plan to invest a sum of about 22,000 euros in the near future.
Planned are 50% FTSE all World accumulating $VWCE (+1,33 %) and 50% individual shares.
The individual stocks are to be diversified by sector/region as follows.
The positions are all about 500-1000 euros in size.
Strategy: Long-term asset accumulation, absorb fluctuations through ETF, buy "industry classics" instead of only betting on ETF.
If necessary, the entry points for some companies are too early, as these are currently strongly passed through. However, risking a month's loss is okay in the long term.
I look forward to qualified suggestions/comments/suggestions/additions.
Construction/Agriculture: $DE (+1,49 %) , $CAT (+4,14 %) , $ST5 (+0,91 %)
Tech: $MSFT (+1,09 %) , $AAPL (+2,87 %)
Automot: $TSLA (+6,49 %) , $1211 (+0,93 %) (BYD.)
Solar/Energy: $FSLR (-1,23 %) , SMA Solar, $NEE (-2,77 %)
Waste: $WM (+0,12 %) , $VIE (-0,15 %)
Consumption: $KO (-1,76 %) , $PG (-1,94 %) , $MCD (+0,17 %)
Industry:$DHR (+1,28 %) , $MMM (+0,41 %) , $LIN (+0,07 %) , $ASML (+4,37 %)
Med: $PFE (-0,73 %) (Pfizer)
Other: $MC (+2,48 %) , $V (-1,68 %) , $BLK (+0,66 %) ,
ca 10.000€ FTSE ALL WORLD thes.