There was a trade in my challenge area last week. It $AT100ASTA001 (-2,27%) left the portfolio with a net change of zero.
In exchange, $ASX (-1,93%) was added to the portfolio.
Asta Energy Solutions AG
Azione
Azione
ISIN: AT100ASTA001
Ticker: AT100ASTA001
AT100ASTA001
AT100ASTA001
Price
Discussione su AT100ASTA001
Messaggi
6
3Mes·
June 22, 2026 Index Change
Added: Removed:
DAX:
Hochtief $HOT (-1,19%) Porsche $PAH3 (+3,73%)
MDAX:
PORSCHE HOCHTIEF
Elmos Seni $ELG (-3,86%) Redcare $RDC (+6,62%)
Siltronic $WAF (+0,03%) Ströer
SUSS Micro $SMHN (-8,23%) Jungheinrich $JUN3 (-2,26%)
SDAX:
Jungheinrich. SUSS
STRĂER. ELMOS Semi.
Redcare. Adesso $ADN1 (+6,58%)
LPKF Laser $LPK (-6%) . Borussia $BVB (-0,88%)
Vincorion $V1NC (-1,68%) Verve $VERVE
Basler $BSL (-0,73%) Pro7 $PSM (+1,56%)
TecDax
PVA $TPE (-3,6%) Nagarro $NA90
4Mes·
June 2026: Possible climbers Deutsche Börse (Stoxx) will decide on the next index composition on June 4, 2026 -
June 2026:
Possible climbers
Deutsche Börse (Stoxx) will decide on the next index composition on June 4, 2026
- the changes would come into effect on June 22.
According to calculations by Deutsche Bank, two potential newcomers are waiting in the wings:
Hochtief $HOT (-1,19%)
- The Essen-based construction group has built up a significant lead; its shares have gained 190% in recent months, driven by rising infrastructure spending in defense and data center construction.
With a free float market capitalization of âŹ7.2 billion, Hochtief is the leading candidate for promotion.
$LHA (-1,74%) Lufthansa
- The founding member from 1988, which was relegated to the MDAX in 2020 during coronavirus, is aiming to climb back up again. With a free float market capitalization of âŹ8.1 billion, Lufthansa is even just ahead of Hochtief, but the Iran conflict makes its ascent uncertain.
June 2026:
Possible relegation candidates
According to Deutsche Bank analysts, these two stocks are the main candidates for relegation:
Zalando - Share price decline makes the online fashion retailer a clear candidate for relegation
Porsche Automobilholding (SE) - Considered to be the main candidate for relegation; if Porsche SE leaves the DAX, it could remain in the MDAX permanently, as the company does not currently meet the EBITDA requirement (positive EBITDA in the last two financial years)
Special case:
BMW weighting increases
Irrespective of ascents and descents, BMW will gain significantly in weight in the DAX: The BMW Annual General Meeting approved the conversion of all preference shares into ordinary shares, which should increase the free float share by almost 20%.
BMW's index weighting could rise from 1.2% to around 1.5% - approximately ⏠70 million will flow into BMW shares from ETFs alone as a result.
Note: The final decision will be made on June 4, 2026.
Until then, market conditions may still change - the race between Hochtief and Lufthansa in particular is considered to be very close.
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1 Commento
SarkasmusSchlumpf@SchlaubiSchlumpf
3Mes
âą
99
âą3Mes·
Head vs. Gut Challenge! Week 6!
Well, the weeks are just flying by. And this week brought some very interesting changes.
First of all, I made a change to my portfolio and added a new position. It actually found its way into my portfolio as early as Thursday $AT100ASTA001 (-2,27%) . The position is, of course, quite small at 5 shares. But I see the stock as a major beneficiary of the AI boom, even if itâs a bit on the defensive side for my tastes. But after 6 weeks, itâs becoming clear that I might not have to take the absolute risk to win the challenge. This brings my total investment to 75%.
Start. Current Change ⏠%
879.36. 864.74 -14.62 - 1.66 %
942.60. 965.71 23.11 2.45%
1000. 1361.99 361.99 36.19%
Changes from last week:
@Epi + 0.13%
@Krush82 + 17.77%
@Multibagger + 1.23%
This makes @Krush82 the clear winner of the week!
So now I wish you all a wonderful weekend!
Your Multibagger Chris
2323
32 Commenti
3Mes
Exciting race. With my 100 shares in the US Momentum Wikifolio so far, Iâve won either way. đ
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88
âą
4Mes·
2028 looks like a year in which ASTA shows Tenbagger DNA in terms of fundamentals and valuation.
Good morning my dears,
Today I would like to introduce you to a company from our neighboring country.
It only went public this year in January.
This is dear Juan Tenbagger DNA.
Feel free to share your opinion in the comments.
ASTA is a leading global supplier of copper-based solutions for power transmission, generation and e-mobility. With over 210 years of experience in developing high-quality technology, ASTA's products are at the heart of modern energy systems - powering medium and high-voltage transformers, industrial generators and the growing network of data centers that are driving global electrification.
As a forward-thinking company with a strong position in fast-growing energy markets, the company is focused on creating long-term value for its stakeholders through continuous innovation in the energy sector, while providing mission-critical solutions that are urgently needed to secure energy supplies.
With a total of six production sites in Austria, Bosnia and Herzegovina, Brazil, India and China, ASTA is ideally positioned to offer its global customers the best possible service for large infrastructure projects and the transition to e-mobility.
EQS-News: ASTA China successfully completes capacity expansion
ASTA China has successfully completed a comprehensive capacity expansion project at its
site in Baoying successfully completed. With the project "Legacy
Capacity Expansion" project, the company is increasing its annual
annual production capacity by more than 30 percent, thereby strengthening its
competitiveness in one of the world's most important energy markets.
dpa-AFX Compact | EQS-News: ASTA China schlieĂt KapazitĂ€tserweiterung erfolgreich ab (deutsch)
24.04.2026 at 07:01 am
08.04.2026 at 08:00 a.m.
EQS-News: ASTA erweitert ProduktionskapazitÀten in Indien (deutsch)
30.03.2026 at 08:30 a.m.
26.02.2026 at 08:30 a.m.
19.02.2026 at 09:00 a.m.
30.01.2026 at 10:30 a.m.
EQS-News: ASTA ENERGY SOLUTIONS AG MIT ERFOLGREICHEM BĂRSENGANG (deutsch)
Juan summary (short & crisp)
ASTA delivers a clean, growing picture: sales are rising solidly every year, margins are clearly increasing and free cash flow is turning strongly positive. From 2027, the model is running smoothly - more profitability, more cash, less debt. To me, this looks like a company that is just entering its scaling phase and will reap the rewards from 2027/28.
Market value 879.9
Number of shares (in thousands) 14,237
Short Juan summary
ASTA looks clearly in transition on the valuation side: 2026 still expensive and with negative FCF yield, but from 2027 the picture tilts towards quality. Falling P/E ratio, falling P/B ratio, rising FCF yield and a growing dividend show that the business model is maturing and the market is slowly pricing out the risk. 2028 already looks like "fairly valued with upside potential".
Brief Juan summary of the Tenbagger matrix
ASTA still looks like a "transition year" in 2026, but from 2027 the profile clearly tilts towards High-quality compounderstrong EBIT and EPS growth, rising margins, growing FCF and falling valuation at the same time. 2028 looks like a year in which ASTA is fundamentally and valuation-wise tenbagger DNA shows.
Performance
1 week -0.33 %
1 month +36.81 %
Price yesterday, 17:35:32 -
Xetra (EUR)
62.80 EUR
+ 6
6363
17 Commenti
Thank you very much for your effort and the great performance!!! đ€©
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âą
8Mes·
Copper? Copper!
Tonight I discreetly entered with 3 shares in $AT100ASTA001 (-2,27%) let's see how it develops... Copper is not a mistake in the medium term, because it's a raw material that we need every day.
44
8Mes·
ASTA Energy share impresses at IPO - Siemens Energy as anchor shareholder
The Austrian company ASTA Energy Solutionsspecializing in highly complex copper-based components for energy infrastructure, is celebrating its debut on the regulated market (Prime Standard) of the Frankfurt Stock Exchange today, Friday. The issue price of the shares was set at EUR 29.50 as part of the bookbuilding process; the first price was EUR 43.00, which is significantly higher. The shares subsequently traded at EUR 43.40, 0.93 percent above the initial price.
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