Postes
398Hello everyone
I'm also making my first post 😄.
I hope you are all doing well.
My current buy candidates are:
$SSUN Samsung stock I never find 😅
I still follow some of them:
$OR (-2,66 %) under 305€
$LIN (-0,49 %) under 385€
$MCD (+2,19 %) under 355$
$CVX (+0,94 %) under 135$
$BAS (-5,27 %) under 42.50€
What do you think?
What are your buy candidates?
Greetings from Switzerland.
30.10.2024
Xiaomi SU7 Ultra breaks record on the North Loop + Visa posts double-digit sales and profit growth + Google's advertising business grows significantly again + Adidas recovers strongly - "good prospects" + McDonald's has to nibble at sluggish consumption worldwide + PayPal Holdings Inc. outperforms in the third quarter
On October 28, 2024, the prototype $1810 (-1,51 %)Xiaomi SU7 Ultra prototype set a new record for four-door electric cars with a lap time of 6 minutes 46.874 seconds on the Nordschleife of the Nürburgring. Xiaomi EV thus broke the track record that had stood for seven years and underlines its commitment to further increasing the performance of electric vehicles.
https://www.goingelectric.de/2024/10/29/news/xiaomi-su7-ultra-bricht-rekord-auf-der-nordschleife/
The credit card group Visa $V (+1,22 %) benefited greatly from the desire to consume and travel in the past financial year. Thanks to a strong final quarter, growth in the twelve months to the end of September was in double figures. Turnover climbed by ten percent to almost 36 billion dollars (33.2 billion euros), the Dow Jones-listed company announced in San Francisco on Tuesday. Visa recorded a 14 percent increase in profits to 19.7 billion dollars. The result was therefore slightly better than experts had expected. In the current financial year 2024/25, Visa is once again aiming for strong growth in sales and profits. Despite the positive outlook, the company is planning to cut jobs, according to a report in the Wall Street Journal. The share price initially rose slightly in after-hours trading. After years of soaring, the stock has run out of steam this year. Since the end of 2023, the share price has only risen by eight percent, lagging somewhat behind the Dow Jones. In the ten years before that, however, the share price rose by almost 400%, significantly more than most other blue chips. With a market capitalization of just over 570 billion dollars, Visa is the 13th most valuable US company, only just behind the much larger US bank JPMorgan .
Google's $GOOGL (-0,6 %) advertising business continues to grow rapidly despite the new AI competition. Advertising revenue rose by a good ten percent year-on-year to 65.85 billion dollars in the past quarter. The quarterly profit of parent company Alphabet jumped by a third to 26.3 billion dollars (24.3 billion euros), as the company announced on Tuesday after the close of the US stock exchange. Google's advertising revenues continue to form the basis of Alphabet's business. The video subsidiary YouTube contributed 8.9 billion dollars - a good twelve percent more than in the same quarter last year. This was in line with analysts' expectations. The share price rose by around four percent in after-hours trading. Overall, Alphabet's turnover grew by 15 percent to 88.27 billion dollars. The development of Google's advertising business is being watched very closely. A key question is whether attempts by competitors to use artificial intelligence to display direct answers instead of links will leave a mark on Google's search engine. In the so-called "other bets" - future projects such as self-driving cars or delivery drones - the quarterly turnover of all companies rose from 297 to 388 million dollars within a year. The division's operating loss was around 1.12 billion dollars, compared to just under 1.2 billion dollars a year ago.
Adidas $ADS (-1,81 %) rose by 3.8 percent after its final figures. The RBC analysts were positive about the profit, which significantly exceeded market expectations thanks to lower financing costs and slightly higher financial income. And for 2025, the order book looks "strong, at least for the first quarter, but also into the second quarter", according to the group. Adidas has also confirmed its medium-term margin target of 10 percent for 2026.
The fast food group McDonald's $MCD (+2,19 %) continues to struggle with tight customer budgets worldwide. On a comparable basis, revenue in the third quarter slipped by 1.5 percent compared to the same period last year, as the US company announced in Chicago on Tuesday. The decline was thus twice as high as analysts had feared on average. McDonald's uses this key figure to compare the revenues of those restaurants that have been open for at least the past 13 months, as well as all temporarily closed restaurants. In addition to the effects of the conflict in the Middle East and calls for boycotts in the region, business in China, France and the UK was also worse. McDonald's only recorded a minimal increase in its home market. At Group level, sales rose by three percent to just under 6.9 billion US dollars (around 6.35 billion euros). However, the operating result fell by one percent to just under 3.2 billion dollars. On the bottom line, the BurgerKing competitor earned 2.26 billion dollars after 2.32 billion in the previous year.
PayPal Holdings Inc. $PYPL (+3 %) outperformed analysts' estimates of USD 1.07 in the third quarter with earnings per share of USD 1.20. Revenue of USD 7.85 billion below expectations of USD 7.88 billion. Paypal shares fall 5.6% in early US trading yesterday as the company's revenue forecast for the final quarter disappoints, despite a better-than-expected third-quarter profit.
Wednesday: Stock market dates, economic data, quarterly figures
ex-dividend of individual stocks
Inditex EUR 0.50
Texas Instruments 1.36 USD
Kinder Morgan Registered (P) USD 0.29
Quarterly figures / company dates USA / Asia
11:30 Caterpilla | GE Healthcare quarterly figures
11:45 Eli Lilly quarterly figures
12:00 Kraft Heinz quarterly figures
12:45 Abbvie quarterly figures
21:00 Microsoft | Booking Holdings | Amgen quarterly figures
21:05 Meta Platforms | Ebay | Starbucks quarterly figures
21:15 Allstate quarterly figures
Untimed: Biogen quarterly figures
Quarterly figures / Company dates Europe
06:45 UBS | Aker ASA Quarterly figures
07:00 BASF | Fuchs | Kion | Capgemini Quarterly figures
07:30 Volkswagen | Schneider Electric | Raiffeisen Bank International quarterly figures
08:00 GSK plc | Standard Chartered Quarterly Figures | Glencore Production Report 3Q
08:30 BASF Analyst Conference
09:00 Aston Martin quarterly figures | VW analyst and press conference | UBS analyst conference
10:00 BASF | Fuchs PK
10:45 UBS PK
12:00 Fuchs Analyst Conference
15:00 Kion Analyst Conference
17:45 Airbus quarterly figures | Axa 9 months sales
18:30 Airbus PK
19:30 Airbus Analyst Conference
No time specified: Outokumpu | Telenor quarterly figures
Economic data
$MCD (+2,19 %) on sale ?
How do you see the situation at McDonalds 🙋♂️
My opinion buy the dip 🚀💪🤗
$MCD (+2,19 %) | McDonald's Q3'24 Earnings Highlights
🔹 Adjusted EPS: $3.23 (Est. $3.20) 🟢; vs. $3.19 YoY
🔹 Revenue: $6.87B (Est. $6.81B) 🟢; UP +2.7% YoY
🔹 Operating Income: $3.19B; DOWN -0.6% YoY
🔹 Dividend: Quarterly dividend increased by +6% to $1.77 per share
S.S.S:
🔹 Comparable Sales: -1.5% (Est. -0.67%) 🔴; vs. +8.8% YoY
🔹 U.S.: +0.3% (Est. +0.19%) 🟢; vs. +8.1% YoY
🔹 International Operated Markets: -2.1% (Est. -0.88%) 🔴
🔹 International Developmental Licensed Markets: -3.5% (Est. -1.44%) 🔴
Systemwide Sales:
🔹 Systemwide Sales (Q3): Nearly $8B across 50 loyalty markets
🔹 Trailing 12-Month Systemwide Sales to Loyalty Members: Over $28B
CEO Commentary:
🔸 "We remain focused on delivering value and affordability as consumers continue to be mindful of their spending. McDonald's will continue executing our 'Accelerating the Arches' strategy to drive long-term growth globally," said CEO Chris Kempczinski.
Key Insights:
🔸 U.S. Market: Growth driven by effective marketing campaigns, digital channels, and delivery expansion.
🔸 International Operated Markets: Decline impacted by underperformance in France and the U.K.
🔸 International Developmental Licensed Markets: Negative performance from China and Middle East tensions, offset by positive trends in Latin America.
When are opportunity costs, opportunity costs?
$NOVO B (+0,73 %) -10% in the securities account 🥹
$ASML (-0,38 %) -11%
$MDLZ (+1,41 %) -2,4%
$COKE (+4,57 %) -5%
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I've been asking myself for a few hours now.
When are opportunity costs, opportunity costs? When does it make sense to hold a loser in the portfolio?
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The second question is "easier" to answer than the first (especially with hindsight 😜)
If, for example, a good company like $MCD (+2,19 %) is punished by the stock market due to bad bacteria in the dip (panic selling), in my opinion it is worth holding and possibly buying the dip.
If a solid company has short-term problems but nothing has deteriorated fundamentally or in terms of future prospects, it is worthwhile in my opinion.
In other words, it might be worth holding a share despite falling prices if it:
-has strong fundamentals solid financial ratios, low debt and sales growth.
-Positive long-term prospectspositive long-term prospects, for example companies with a clear competitive advantage, a moat, profiteers from trends, a well-filled order book
-
temporary market or sector problemstemporary market or sector problems, for example, when share price losses are caused more by external factors or sector-specific problems that affect the company itself less. Such factors often lead to overreactions.
- Confidence in the management/strategy, "Good morning Elon 🚀" Joking aside, good management with a good strategy can also overcome major crises.
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Do one or more of the above points apply to my positions in the minus?
Yes. Will they therefore all recover and provide high returns? Maybe, but probably not. Fifty Fifty.
McDonald's
$MCD (+2,19 %) announces that the Quarter Pounder will be back on the menu in all restaurants starting this week after beef patties were identified as the cause of an E. coli outbreak in several states 🇺🇸 have been ruled out. - Bloomberg
28.10.2024
Porsche AG: "The ban on combustion engines must fall" + E. coli bacteria at McDonalds: number of cases on the rise + Focus on advertising market, AI and split-up at Google parent Alphabet + Meta with solid advertising business + Boeing apparently planning capital increase
The quarterly figures presented after the Xetra close were lean as expected, but the outlook for the year as a whole was confirmed. Between the lines Porsche $P911 (-1,22 %) criticized the upcoming tightening of EU CO₂ emissions regulations. In the subsequent conference call, the sports car manufacturer then dropped a bombshell. Is a roll back towards the combustion engine coming?
The number of confirmed cases of illness with coli bacteria in the USA, which according to the US authorities can be traced back to the consumption of a certain McDonald's-burger $MCD (+2,19 %) has risen to 75. According to the US health authority CDC, 42 of those infected stated that they had previously eaten at the McDonald's fast food chain. At least 22 of them had to be treated in hospital. Two people developed hemolytic uremic syndrome (HUS) as a result of the infection, which can lead to acute kidney failure and can be fatal, the CDC said. US authorities are investigating the outbreak after people in 13 states fell ill between September 27 and October 10 after being infected with E. coli bacteria. One of the illnesses was fatal. According to initial investigation results, the US Food and Drug Administration (FDA) attributes the outbreak to sliced onions in McDonald's Quarter Pounder Burger, the American equivalent of the Hamburger Royal. However, the authorities are not ruling out the possibility that the burger patty itself could also be the cause.
The growth of the online advertising market, the most important source of revenue for Google $GOOGL (-0,6 %)has recently slowed down somewhat. But that is complaining at a high level. The Group is nevertheless likely to have grown significantly in the third quarter and posted a higher profit. It is more preoccupied with other issues anyway. Google has to make sure it keeps up in the race for artificial intelligence. And it has to deal with the US anti-trust authorities. In the course of the 3Q reporting, the possible split-up of Alphabet will certainly also be discussed. Quarterly figures on Tuesday at 21:05.
Like Google Meta $META (+0,4 %) is largely dependent on online ads in its social networks. The online advertising market is likely to have been solid, with Meta Platforms once again showing significant growth. Analysts expect profit growth of 19 percent and an 18 percent increase in sales compared to the previous year. Investors are also interested in the AI offerings of the parent company of Facebook, Whatsapp and Instagram and how it can monetize them. Quarterly figures on Wednesday at 21:05.
The ailing US aircraft manufacturer Boeing $BA (+1,21 %) is on the verge of a massive capital increase, according to insiders. The cash injection of over 15 billion dollars (13.86 billion euros) is to be raised today through a mixture of share sales and convertible preference shares, a person familiar with the matter told Reuters news agency. This is intended to improve the company's financial situation, which has deteriorated as a result of the ongoing strike by around 30,000 employees at its US plants. Boeing initially declined to comment. However, the company had recently announced in regulatory documents that it could raise up to 25 billion dollars in stock and debt to bolster its ailing finances and protect its investment-grade rating. The Airbus rival is in deep crisis after a cabin door came loose during a flight in early January. Since then, the company has been struggling with stricter regulatory controls, production restrictions and dwindling customer confidence. In the first quarter of 2024, Boeing recorded a loss of around six billion dollars. In order to secure liquidity, the Group recently concluded a loan agreement worth ten billion dollars with leading banks. Boeing also announced the reduction of 17,000 jobs, which corresponds to around ten percent of the global workforce. However, the rating agencies S&P, Moody's and Fitch are threatening to downgrade the company to junk status if Boeing takes on new debt without repaying existing liabilities.
Monday: Stock market dates, economic data, quarterly figures
US: Trading hours from 14:30 - 21:00 (instead of 15:30 to 22:00, until Nov. 1)
ex-dividend of individual stocks
Blackstone USD 0.86
Quarterly figures / company dates USA / Asia
21:10 Ford quarterly figures
Quarterly figures / company dates Europe
07:00 Wacker Chemie | Royal Philips Electronic Quarterly figures
07:30 KPN quarterly figures
08:00 Traton quarterly figures
09:00 Traton Analyst Conference
16:00 Wacker Chemie Analyst Conference
Untimed: Bawag quarterly figures
Economic data
As every Sunday, the most important dates for the coming week, as well as the most important news from the past week.
The dates as a video:
https://youtube.com/shorts/Zvoh_ATJ8eU?si=HFvc8sRUsi38eXJf
Monday:
The ECB seems to have made the right decision last week. In Germany, producer prices fall for the 15th time in a row. This time more than expected. Producer prices fell by 1.4 %, 1.0 % had been expected. Energy in particular became cheaper. The price of other products even rose by an average of 1.5%.
The truck subsidiary of VW, $8TRA (-2,37 %) Traton, can report a significantly better operating result than expected. The net cash flow is also developing strongly. VW holds just under 90% of Traton. Business is particularly good in the USA.
$SAP (-0,4 %) SAP earns strongly and raises its forecast. Sales increased by 10% to 8.5 billion euros in the third quarter, while profits rose by 28% to 2.28 billion euros. This growth is primarily due to AI applications in the cloud division, which are in demand from customers.
Tuesday:
After the stop at $INTC (+0,53 %) Intel, now the stop at the next highly subsidized chip factory in Saarland. ZF, a domestic company, was even supposed to invest here together with the US company Wolfspeed. ZF is now pulling out of the billion-euro project. Once again it is clear that a planned economy does not work. Subsidized settlements are not a sustainable location policy.
The IMF has also lowered its GDP growth forecast for Germany. This year will probably see stagnation. Growth of 0.8 % is still expected next year. By comparison, Spain is expected to grow by 2.9 % this year. The biggest problems are well known. Too much bureaucracy, too high a tax burden and too much austerity on the part of the state. In such a situation, the state should actually invest more (infrastructure, education, etc.) instead of making savings. However, competitiveness must also be increased.
The $MCD (+2,19 %) McDonald's share price plummeted after it became known that E. coli cases were probably attributable to it. Yesterday, McDonald's was still in the headlines for Donald Trump's appearance.
The Bank of Canada is accelerating its interest rate cuts. The key interest rate was cut by 50 basis points on Wednesday. This leaves the interest rate at 3.75%. The central bank now wants growth again now that inflation rates are back in line.
https://www.cbc.ca/amp/1.7360509
Thursday:
The Purchasing Managers' Index in Germany has risen surprisingly sharply. Both the Bundesbank and the IMF expect Germany to stagnate in 2024. The purchasing managers' index figures could point to an upturn. The index rose to 48.4 points, while economists were only expecting 47.6 points. However, the index only signals growth above 50 points ...
Good figures from $RNO (+0,26 %) Renault and also $TSLA (+9,97 %) Tesla are driving car stocks higher today. Renault was able to increase sales thanks to new models. Although Tesla achieved lower sales than expected, its profits were impressive thanks to cost savings.
Friday:
$MBG (-3,33 %) Mercedes suffers from weak sales in China. Profits plummet by more than 50% in the third quarter. The return on sales falls below 5%. This puts the company on a par with core brand VW. In any case, too little for a luxury group. At least the cash flow is improving.
$HFG (+1,98 %) Hellofresh delivers Q3 figures that are well above market expectations. Due to the high short ratio, there may now be a short squeeze here. Sales increased by 1.9% to 1.8 billion euros. AEBITDA amounted to 72 million euros, 30 million euros more than expected. Hellofresh lowers its sales forecast but raises its AEBITDA forecast for the full year.
Following the Purchasing Managers' Index, the ifo Index also rises surprisingly strongly. The index rose from 85.4 to 86.5 points. Economists had only expected an increase to 85.6 points. The current business situation is therefore being viewed more positively again by managers.
Most important dates in the coming week:
Tuesday: 14:00 House price index (USA)
Wednesday: 14:00 Inflation data (DE)
Thursday: 04:00 BoJ interest rate decision (Japan)
What other important dates can you think of?
#immos#inflation#boj
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