1Anno·

Economy on 07.03.2023...

German shares with a lot of potential? More... ⤵️


Moin on the second trading day of this stock market week. Currently, there are Spannes upgrades in the market. Thus receives $AAPL (+1,05%)
Apple receives an upgrade from Neutral to Buy with a price target of $199. This is the view of Goldman Sachs. Also, a subcontractor (Foxconn) wants to invest $700 million in an iPhone plant in India. With Apple it goes thus round.


Also with many German enterprises it runs straight very very well. One must emphasize here the car rental company $SIX2 (+1,14%)
Sixt. It now wants to attack the US market more than before and plans to increase its market share from 3 to 10% by 2027. So all the switches are set for growth. That should please investors. Also the $LHA (-1,01%)
Lufthansa has come back very well since last week. The turnaround has worked like a storybook. Lufthansa's figures were also very good and the company has now weathered the crisis very well. For the DAX heavyweight $SAP (+0,5%)

SAP rose by 2.4 percent. Silver Lake and a Canadian pension fund are interested in buying the US subsidiary Quatltrics. The $18.15 offered is only a small premium over Friday's close, and the stock market said that the final word may not yet have been spoken. $RHM (+1,83%)
Rheinmetall moves up into the DAX and expels $FME (+1,17%)
Fresenius Medical Care. This is the first "Fast Entry Rule" which is now implemented. The high price gains in the last period, make this necessary.


With me on the watch list, and perhaps the first candidate we will buy with the new direction of the portfolio (is ready and armed since yesterday), could be $JNJ (+0,18%)
Johnson&Johnson could be. I like the current price level quite well. But I will report on this in due time. Now first of all to the new trading day:


Economic data (shortened version)


08:00

  • DE: January new orders seasonally adjusted PROGNOSIS: -1.0% yoy previous: +3.2% yoy
  • DE: Services sector sales December and year 2022

10:00

  • EU: ECB, publication of January consumer survey results

11:30

  • DE: Government-PK
  • EU: ECB, Allocation of Main Refi Tender

16:00

  • US: Fed Chairman Powell, hearing as part of semiannual report on monetary policy before Senate Banking Committee

21:00

  • US: Consumer Credit January

22:30

  • US: Crude oil inventory data (week) from private American Petroleum Institute (API)


Quarterly figures / company dates Europe

06:45 Shop Pharmacy detailed

07:00 Hellofresh | Zalando | Lindt & Sprüngli

07:30 Gea Group | Henkel | Somfy

07:45 Va-Q-Tec preliminary annual results

08:00 Schaeffler annual results

08:15 Traton detailed annual results

08:30 Helma Eigenheimbau annual results

10:00 Traton Annual Pk | Novartis AGM


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#apple
#rheinmetall
#freseniusmedicalcare
#dax
#shopapotheke
#hellofresh
#sap

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