From the $HEI (-0,58%) and $WFC (+0,35%) sales, some cash goes into the clearing account and most of it into a small position $ADBE (+1,2%) . Although the stock has actually been performing well for a long time, an attractive opportunity could now present itself.
Heidelberg Materials
Azione
Azione
ISIN: DE0006047004
Ticker: HEI
DE0006047004
HEI
Price
Discussione su HEI
Messaggi
31
8H·
Capital for new things
Dusted off perfectly and cheaply in the Corona Crash, a small partial position in Wells Fargo goes. As with $HEI (-0,58%) also sold with a massive plus today to take some risk out of the position and put it into a new investment.
77
1 Commento
Sebastian@Baso
4H
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11
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1Settimana·
End of the Ukraine war
If the war hopefully ends soon, I see potential here, what do you say?
66
4 Commenti
1Settimana
That could be a good thing, but I think it has been priced in since Trump's election victory (the rise since the beginning of November can be seen very nicely in the chart).
My opinion: Good idea, but too late 😉
My opinion: Good idea, but too late 😉
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33
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2Mes·
Analyst updates, 05.12.
⬆️⬆️⬆️
- HSBC upgrades SIEMENS to Hold. Target price EUR 185. $SIE (+0,92%)
- DEUTSCHE BANK RESEARCH raises the price target for MUNICH RE from EUR 450 to EUR 535. Hold. $MUV2 (+0%)
- DEUTSCHE BANK RESEARCH raises the price target for HANNOVER RÜCK from EUR 255 to EUR 294. Buy. $HNR1 (+0,28%)
- DEUTSCHE BANK RESEARCH raises the price target for TALANX from EUR 70 to EUR 76. Hold. $TLX (-0,09%)
- JEFFERIES raises the price target for ORACLE from 190 USD to 220 USD. Buy. $ORCL (-1,42%)
- HAUCK AUFHÄUSER IB raises the target price for MTU from EUR 264 to EUR 280. Sell. $MTX (+0,15%)
- BARCLAYS upgrades AUTO1 from Equal-Weight to Overweight and raises target price from EUR 9 to EUR 19. $AG1 (+1,29%)
- JPMORGAN raises the price target for HELLOFRESH from EUR 14 to EUR 16. Overweight. $HFG (+1,17%)
- JPMORGAN raises the target price for DELIVERY HERO from EUR 42 to EUR 55. Overweight. $DHER (+1%)
- JPMORGAN raises the price target for CTS EVENTIM from EUR 104 to EUR 112. Overweight. $EVD (+0,33%)
- JPMORGAN raises the target price for SCOUT24 from EUR 92 to EUR 105. Overweight. $G24 (-1%)
- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 16.02 to GBP 18.32. Overweight. $TKWY (+1,99%)
- JPMORGAN upgrades DELIVEROO from Neutral to Overweight and raises target price from GBP 1.70 to GBP 1.92. $ROO (-0,6%)
- JPMORGAN raises the price target for HEIDELBERG MATERIALS from EUR 150 to EUR 151. Overweight. $HEI (-0,58%)
- JPMORGAN raises the price target for FRAPORT from EUR 49 to EUR 59. Neutral. $FRA (-1,24%)
⬇️⬇️⬇️
- METZLER lowers the price target for HYPOPORT from EUR 220 to EUR 185. Sell. $HYQ (-0,5%)
- ODDO BHF lowers the target price for SCHOTT PHARMA from EUR 38 to EUR 37. Outperform. $1SXP (-0,08%)
- BARCLAYS lowers the target price for RIO TINTO from GBP 61 to GBP 60. Overweight. $RIO (-1,58%)
- JPMORGAN downgrades STRÖER from Overweight to Neutral and lowers target price from EUR 79 to EUR 57. $SAX (-0,04%)
33
1 Commento
the post is somehow too confusing, isn't there another way?
•
22
•
2Mes·
Ist there a game change for the Concrete Industry of Germany in sight ?
Thoughts about $HEI (-0,58%)
I had some thoughts that I wanted to share considering one of germanys concrete producers not only based on economical data but also Political…
first of all economical base of $HEI (-0,58%) looks very well to me. All of the following dates are without guarantee.
dividend: about 2.4%
That amount might seem just normal for a German company but considering that that yearly dividend is only around 30% Pay-Out of profits, that number seems much greater
market: While Germany is a strong home market it also profits a lot from global trade and the European market, making it less dependent on the German economy
that might also be a reason why I was continually performing very well this month compared to the struggling German economy
second… the future government of Germany
the Germany minister of finance had to leave office cause of the chancellor which resulted in the breaking of the current Coalition forming the German government
new Elections will probably take place in February next year… while like in the us election immigration is a big topic housing is one of the biggest as well
lots of Germans struggle to find a home to rent and company’s struggle to bild those homes cause auf bureaucracy and high cost such as energy and material
Currentl in the polls it seems like the conservatives and liberals will perform very well in the upcoming election
that happening could make way for cheaper energy prices and cutting of bureaucracy
those would result in more building processes cause of to of the 3 big price points go down that’s very inviting
I could think of the possibility that for that reason they are going to build much then before but still pay as much for material who might as well drop in price cause of less energy costs
either way companies like $HEI (-0,58%) could very likely profit out of this development…
Those are just my thoughts… what do you guys think ?
22
1 Commento
2Mes
Many „if‘s“… if these political parties win the election…
If they chance the policy regarding this and that.
I wouldnt be too sure that everything promised now will be held later.
If they chance the policy regarding this and that.
I wouldnt be too sure that everything promised now will be held later.
••
2Mes·
Analyst updates, 25.11.
⬆️⬆️⬆️
- MORGAN STANLEY upgrades ROBINHOOD to Overweight. Target price USD 55. $HOOD (-4,43%)
- BARCLAYS raises the price target for DEUTSCHE TELEKOM from EUR 37 to EUR 39.50. Overweight. $DTE (+1,39%)
- BERENBERG raises the target price for SIEMENS ENERGY from EUR 35 to EUR 70. Buy. $ENR (-0,14%)
- UBS raises the target price for RHEINMETALL from EUR 570 to EUR 630. Neutral. $RHM (+0%)
- BARCLAYS raises the price target for 1&1 from EUR 17 to EUR 20. Equal-Weight. $1U1 (+0,24%)
- DEUTSCHE BANK RESEARCH upgrades VESTAS from Hold to Buy. $VWS (+0,39%)
- DEUTSCHE BANK RESEARCH raises the price target for VONOVIA from EUR 33 to EUR 38. Buy. $VNA (-1,01%)
- DEUTSCHE BANK RESEARCH raises the price target for TAG IMMOBILIEN from EUR 16 to EUR 18. Buy. $TEG (+0,07%)
- DEUTSCHE BANK RESEARCH upgrades AROUNDTOWN from Sell to Hold. Target price EUR 2.80. $AT1 (-3,87%)
- DEUTSCHE BANK RESEARCH raises the price target for LEG IMMOBILIEN from EUR 90 to EUR 105. Buy. $LEG (-0,16%)
- DEUTSCHE BANK RESEARCH upgrades DEUTSCHE WOHNEN from Hold to Buy and raises target price from EUR 19 to EUR 28. $DWNI (-1,02%)
- STIFEL raises the price target for NOVARTIS from CHF 106 to CHF 109. Hold. $NUVN
- DEUTSCHE BANK RESEARCH upgrades JD SPORTS FASHION from Sell to Hold. $JD. (+2,48%)
- DEUTSCHE BANK RESEARCH raises the price target for ALSTOM from EUR 22 to EUR 25. Buy. $ALO (+4,04%)
- MORGAN STANLEY raises the price target for DEUTSCHE BÖRSE from EUR 213 to EUR 232. Equal-Weight. $DB1 (+2,73%)
- KEPLER CHEUVREUX raises the target price for ECKERT & ZIEGLER from 57.30 EUR to 60.30 EUR. Buy. $EUZ (+1,54%)
- BARCLAYS raises the target price for UNITED INTERNET from EUR 23 to EUR 26. Equal-Weight. $UTDI (-1,28%)
- JEFFERIES raises the price target for HEIDELBERG MATERIALS from 142.10 EUR to 145.50 EUR. Buy. $HEI (-0,58%)
⬇️⬇️⬇️
- DEUTSCHE BANK RESEARCH lowers the price target for KION from EUR 55 to EUR 50. Buy. $KGX (+0,93%)
- DEUTSCHE BANK RESEARCH lowers the price target for CTS EVENTIM from EUR 114 to EUR 106. Buy. $EVD (+0,33%)
- GOLDMAN downgrades ORSTED from Buy to Neutral and lowers target price from DKK 520 to DKK 445. $ORSTED (+0,4%)
- DEUTSCHE BANK RESEARCH lowers the price target for H&M from SEK 200 to SEK 190. Buy. $HM B (+1,3%)
- MORGAN STANLEY lowers the price target for MERCK KGAA from EUR 200 to EUR 190. Overweight. $MRK (-0,42%)
- BARCLAYS lowers the target price for THYSSENKRUPP from EUR 4.40 to EUR 4. Underweight. $TKA (-3,19%)
- MORGAN STANLEY downgrades ING to Equal-Weight. Target price EUR 17.50. $ING (+0,95%)
- JPMORGAN lowers target price for RWE from EUR 48 to EUR 47.50. Overweight. $RWE (-0,39%)
55
2Mes·
⬆️⬆️⬆️
- BOFA raises the price target for WALMART from USD 95 to USD 105. Buy. $WMT (-0,98%)
- JEFFERIES raises the price target for WALMART from USD 100 to USD 105. Buy. $WMT (-0,98%)
- HAUCK AUFHÄUSER IB raises the target price for RHEINMETALL from EUR 680 to EUR 750. Buy. $RHM (+0%)
- WARBURG RESEARCH raises the target price for RHEINMETALL from EUR 600 to EUR 700. Buy. $RHM (+0%)
- JPMORGAN raises the price target for SALESFORCE from USD 310 to USD 340. Overweight. $CRM (-1,1%)
- WARBURG RESEARCH raises the target price for LEG IMMOBILIEN from EUR 81.60 to EUR 90.50. Hold. $LEG (-0,16%)
- DEUTSCHE BANK RESEARCH raises the price target for HEIDELBERG MATERIALS from EUR 116 to EUR 137. Buy. $HEI (-0,58%)
- KEPLER CHEUVREUX raises the price target for GFT TECHNOLOGIES from EUR 31 to EUR 32. Buy. $GFT (-1,08%)
- ODDO BHF raises the target price for TALANX from EUR 76 to EUR 78. Underperform. $TLX (-0,09%)
- KEPLER CHEUVREUX raises the target price for THYSSENKRUPP from EUR 3.70 to EUR 3.80. Hold. $TKA (-3,19%)
⬇️⬇️⬇️
- STIFEL lowers the price target for BAYER from EUR 36 to EUR 28. Hold. $BAYN (-1,35%)
- LBBW downgrades ENI from Buy to Hold and lowers target price from EUR 16.70 to EUR 15. $ENI (+0,67%)
- WARBURG RESEARCH lowers the target price for SFC ENERGY from EUR 29 to EUR 27. Buy. $F3C (+2,28%)
- WARBURG RESEARCH lowers the target price for TECHNOTRANS from EUR 23 to EUR 21. Buy. $TTR1 (-1,61%)
- DEUTSCHE BANK RESEARCH lowers the price target for CUREVAC from USD 3.90 to USD 2.50. Hold. $CVAC (-5,28%)
- BERENBERG lowers the price target for ASTRAZENECA from GBP 150 to GBP 140. Buy. $AZN (-0,16%)
2Mes·
Ist there a game change for the Concrete Industry of Germany in sight ?
Thoughts about $HEI (-0,58%)
I had some thoughts that I wanted to share considering one of germanys concrete producers not only based on economical data but also Political…
first of all economical base of $HEI (-0,58%) looks very well to me. All of the following dates are without guarantee.
dividend: about 2.4%
That amount might seem just normal for a German company but considering that that yearly dividend is only around 30% Pay-Out of profits, that number seems much greater
market: While Germany is a strong home market it also profits a lot from global trade and the European market, making it less dependent on the German economy
that might also be a reason why I was continually performing very well this month compared to the struggling German economy
second… the future government of Germany
the Germany minister of finance had to leave office cause of the chancellor which resulted in the breaking of the current Coalition forming the German government
new Elections will probably take place in February next year… while like in the us election immigration is a big topic housing is one of the biggest as well
lots of Germans struggle to find a home to rent and company’s struggle to bild those homes cause auf bureaucracy and high cost such as energy and material
Currentl in the polls it seems like the conservatives and liberals will perform very well in the upcoming election
that happening could make way for cheaper energy prices and cutting of bureaucracy
those would result in more building processes cause of to of the 3 big price points go down that’s very inviting
I could think of the possibility that for that reason they are going to build much then before but still pay as much for material who might as well drop in price cause of less energy costs
either way companies like $HEI (-0,58%) could very likely profit out of this development…
Those are just my thoughts… what do you guys think ?
22
3Mes·
⬆️⬆️⬆️
- UBS raises its price target for NVIDIA from USD 150 to USD 185. Buy. $NVDA (-1,24%)
- METZLER raises the price target for MUNICH RE from EUR 535 to EUR 543. Buy. $MUV2 (+0%)
- GOLDMAN lowers the target price for NOVO NORDISK from DKK 1040 to DKK 1025. Buy. $NOVO B (-2,07%)
- GOLDMAN upgrades MTU from Neutral to Buy and raises target price from EUR 276 to EUR 400. $MTX (+0,15%)
- GOLDMAN upgrades BASF from Neutral to Buy and raises target price from EUR 45 to EUR 53. $BAS (-0,52%)
- DEUTSCHE BANK RESEARCH raises the price target for FRESENIUS SE from EUR 42 to EUR 44. Buy. $FRE (+1,76%)
- DEUTSCHE BANK RESEARCH raises the price target for EMBRACER from SEK 24 to SEK 28. Hold. $TH9A
- DEUTSCHE BANK RESEARCH raises the price target for AMADEUS IT from EUR 62 to EUR 65. Hold. $AMS (-0,46%)
- DEUTSCHE BANK RESEARCH raises the price target for NEMETSCHEK from EUR 85 to EUR 100. Hold. $NEM (+0,99%)
- WARBURG RESEARCH raises the price target for DÜRR from EUR 32 to EUR 33. Buy. $DURYY (+5,56%)
- HAUCK AUFHÄUSER IB upgrades CANCOM from Hold to Buy. Target price EUR 32. $COK (-3,57%)
- ODDO BHF upgrades GENERALI to Neutral. Target price EUR 26.10. $G (+0,5%)
- METZLER raises the price target for HEIDELBERG MATERIALS from EUR 131 to EUR 138. Buy. $HEI (-0,58%)
- BERENBERG raises the price target for FLATEXDEGIRO from EUR 16 to EUR 18. Buy. $FTK (-0,39%)
- BERENBERG raises the price target for FREENET from EUR 29 to EUR 32. Buy. $FNTN (+0,89%)
- JPMORGAN raises the target price for HEIDELBERG MATERIALS from EUR 108 to EUR 149. Overweight. $HEI (-0,58%)
⬇️⬇️⬇️
- UBS lowers the price target for MUNICH RE from EUR 560 to EUR 540. Buy. $MUV2 (+0%)
- ODDO BHF downgrades MODERNA to Outperform. Target price USD 86. $MRNA (-3,43%)
- UBS downgrades VALE from Buy to Neutral and lowers target price from USD 14 to USD 11.50. $VALE (-0,43%)
- DZ BANK lowers target price for DEUTZ from EUR 6.80 to EUR 5.80. Buy. $DEZ (-0,47%)
- DZ BANK lowers the price target for BECHTLE from EUR 51 to EUR 45. Buy. $BC8 (+0,06%)
- BERENBERG lowers the target price for ESTEE LAUDER from USD 87 to USD 76. Hold. $EL (+1,49%)
- RBC lowers the target price for ASOS from GBP 4.60 to GBP 4. Sector Perform. $ASC (-2,19%)
- RBC lowers the price target for EVOTEC from EUR 12 to EUR 11.60. Outperform. $EVT (-3,28%)
- RBC lowers the price target for VESTAS from DKK 222 to DKK 156. Outperform. $VWS (+0,39%)
- BERENBERG lowers the price target for SUSS MICROTEC from EUR 80 to EUR 75. Buy. $SMHN (-1,86%)
- JEFFERIES downgrades NEL from Hold to Underperform and lowers target price from NOK 5.50 to NOK 3. $NEL (-4,13%)
- RBC lowers the price target for BMW from EUR 81 to EUR 80. Sector Perform. $BMW (-0,49%)
- JEFFERIES lowers the price target for KNAUS TABBERT from EUR 26 to EUR 20. Hold. $KTA (+0,2%)
Titoli di tendenza
I migliori creatori della settimana